• Review, analyze, and process client information and transactions using advanced systems such as the SEI Wealth Platform, Salesforce, OnBase Unity and others. • Interpret monetary requests, understand client goals, and apply SEI’s guidelines to deliver tailored solutions. • Ensure every client request is completed with the highest quality, confidentiality, and attention to detail. • Spot errors, identify trends, and recommend smart solutions to enhance our processes. • Work closely with advisors, reach out for more information when needed, and contribute to projects that shape our future. • Monitor work queues, adjust resources, and complete all items by internal and external cutoff times. • Learn new functions, participate in departmental projects, and grow your expertise.

• Build and scale comprehensive ASEAN equities coverage, focusing on Indonesia and the broader ASEAN region. • Deliver high-impact, data-driven research and bespoke client services. • Conduct equity bottom-up analysis including company tear-sheets and channel checks. • Provide thematic commentary on economic & sectoral drivers across ASEAN markets. • Utilize valuation and relative-value frameworks for benchmark comparisons and peer analyses. • Create event-driven briefs such as earnings previews and corporate actions updates. • Offer high-touch service for select institutional clients.

• Underwrite commercial real estate transactions • Build and review financial models • Analyze rent rolls and operating statements • Prepare investment summaries and underwriting memos • Assist in evaluating acquisition and financing opportunities • Conduct market research and comparable sales analysis • Support due diligence efforts • Assist with lender outreach and loan request packages • Maintain and update CRM data

• Handle quotation and BID requests within established deadlines. • Prepare proposals using Expeditors’ official templates. • Include terms and conditions in all quotations. • Log quotations in the internal network and follow BID procedures for local customers. • Request rates from origin/destination offices and follow up on responses, escalating when necessary. • Verify carrier and co-loader rates, ensuring accuracy and consistency. • Develop strong relationships with carriers, co-loaders, and customers, including active follow-up. • Coordinate the delivery of quotations to customers and the global network. • Support the sales team with new customer or new lane opportunities. • Provide feedback to suppliers regarding awarded, archived, or rejected quotations, including reasons. • Record statistics on approved and rejected quotations. • Archive e-docs and relevant documents. • Check pickup and delivery charges in Transcon when needed. • Inform the import/export operational teams about agreed rates and negotiations. • Suggest rate adjustments based on market conditions and stay updated on routes, partners, and market trends. • Support customer service and billing teams regarding negotiated rates. • Follow company policies and procedures (OPS). • Maintain strong relationships with sales, LAM, brokerage, transcon, the ocean operations team, and all other areas involved. • Complete and comply with 52 hours of annual corporate training. • Attend required training classes and complete courses according to the Development Map.