Dylan Olsson
About Dylan Olsson
Dylan Olsson is a Portfolio Management Analyst at SEI in Oaks, Pennsylvania, with a background in finance and investment management.
Current Role at SEI
Dylan Olsson is currently working as a Portfolio Management Analyst at SEI, based in Oaks, Pennsylvania. In this role, he collaborates directly with portfolio managers on decision-making processes for manager-of-managers fund management. His responsibilities include conducting studies of investment manager universes to understand available products and identify new investment firms, synthesizing data from various sources for investment performance reports, and conducting annual due diligence reviews of portfolio firms' investment teams, strategies, processes, and management.
Previous Experience at SEI and Morgan Stanley
Dylan Olsson's previous experience includes an internship with SEI's Investment Management Unit, Portfolio Management Team in 2017 in the Greater Philadelphia Area. In 2016, he participated in a shadowing program at Morgan Stanley in the Greater New York City Area. As part of his roles, he gained valuable industry insights and practical experience essential for his current position.
Education at Saint Joseph's University and Ursinus College
Dylan Olsson studied at Saint Joseph's University, earning a Master of Business Administration (MBA) from 2021 to 2023. Prior to that, he completed his undergraduate studies at Ursinus College, where he earned a degree in Applied Economics with a concentration in Finance and Accounting, and a minor in Spanish, from 2014 to 2018. His educational background has equipped him with a solid foundation in finance and economics.
Achievements and Participation in SEI Programs
In 2018, Dylan Olsson was part of SEI's Associates Program, an accelerated program with a separate curriculum for promising first-year employees. He won the 2018 Associate Pitch Competition and later coached the 2019 Intern Pitch Competition champions. These achievements reflect his ability to excel in competitive and fast-paced environments and to mentor and guide younger colleagues.
Professional Skills and Responsibilities
Dylan Olsson focuses primarily on U.S. investment-grade debt but also assists in emerging markets debt, high yield, and municipals. He executes data requests and runs proprietary reports using Bloomberg and BlackRock Aladdin applications. Olsson orchestrates large-scale funding, liquidation, and inter-manager asset transfers in response to fund and client activity. He is also actively involved in providing project-specific advice and career guidance to younger employees, highlighting his leadership and analytical skills.