Summer 2026 Graduates) at SEI

Oaks, Pennsylvania, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience
Internship experience preferred
Intermediate skills in Microsoft Excel
Self-motivation, organization and aim to complete multiple client objectives in a timely manner without sacrificing excellence or quality
Strong written and verbal communication skills (primarily supporting clients through email and/or phone calls)
Strong customer service skills (communicating daily with clients and other service providers)
No requirement for sponsorship for employment or continued employment now or anytime in the future

Responsibilities

Provide outstanding customer service and comprehensive administration support for clients, including a wide range of investment funds (hedge funds, private equity funds, and other alternative investments)
Support clients primarily through email and/or phone calls
Communicate daily with clients and other service providers
Collaborate with internal and external stakeholders, adapting flexibly to changing client needs
Broaden knowledge of the financial services industry by learning new concepts and systems and applying them to daily work assignments (preferred)
Ensure attention-to-detail to meet the highest standard of quality and accuracy in all objectives (preferred)
Embody SEI Values: courage, integrity, collaboration, inclusion, connection, and fun (preferred)

Skills

Microsoft Excel

Accounting

Finance

Fund Accounting

Operations Analysis

Reconciliation

Investor Services

Customer Service

SEI

Business and technology management consulting firm

About SEI

SEI provides consulting services focused on business and technology management. The firm works with clients to implement customized solutions and manage critical projects, particularly in sectors like healthcare. SEI's consultants collaborate closely with clients to tackle urgent and complex challenges, ensuring that each solution is specifically designed to meet the client's needs. Unlike many competitors, SEI is employee-owned, which fosters a strong commitment to client success and service quality. The company's goal is to enhance organizational performance through effective technology use and strategic planning, while also expanding its presence in various locations, including a new office in Charlotte.

Cincinnati, OhioHeadquarters

1992Year Founded

$705.3KTotal Funding

EARLY_VCCompany Stage

Consulting, Enterprise SoftwareIndustries

501-1,000Employees

Benefits

Flexible Work Hours

Remote Work Options

Risks

Increased competition from AI-adopting firms challenges SEI's market position.

Economic uncertainties may reduce budgets for consulting services, impacting SEI's revenue.

Rapid technological changes require continuous adaptation, straining SEI's resources.

Differentiation

SEI is employee-owned, enhancing commitment and service quality.

SEI offers tailored solutions, ensuring client-specific business and technology strategies.

SEI has a strong presence in multiple locations, including a new Charlotte office.

Upsides

SEI benefits from increased demand for digital transformation consulting post-pandemic.

Growing interest in employee-owned models boosts SEI's employee engagement and retention.

SEI's partnership with Canoe enhances its alternative investment data management capabilities.

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