Operations Analyst, Institutional Private Client 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 experience
Internship experience preferred
Intermediate skills in Microsoft Excel
Strong written and verbal communication skills
Customer service skills
Aim to broaden knowledge of the financial services industry by learning new concepts and systems
Collaborate with internal and external stakeholders
Flexibility to adapt to changing client needs
Positivity and supportive approach when assisting colleagues and clients
Curiosity, critical thinking, and attention to detail

Responsibilities

Perform various types of reconciliations to ensure data accuracy and meet client service expectations
Research, escalate, and clear outstanding cash and security differences
Ensure all postings to the accounting system are accurate
Coordinate the documentation of processes and procedures related to individual client needs
Communicate with internal teams and client teams to resolve open issues and questions
Coordinate with internal technology support and vendor support to resolve production issues or system support queries
Attend and participate in IMS and corporate professional development sessions to identify process improvements
Partner with a diverse team and grow your career
Maintain the official books and records for Institutional Private Client (IPC) clients
Collaborate closely with Account Administration, Trade Settlement, and Client Service teams to understand client portfolios and fund structures

Skills

Key technologies and capabilities for this role

Microsoft ExcelAccount ReconciliationCash ReconciliationSecurity ReconciliationClient ServicingWritten CommunicationVerbal CommunicationCustomer ServiceProcess Documentation

Questions & Answers

Common questions about this position

What is the salary for the Operations Analyst position?

This information is not specified in the job description.

Is this Operations Analyst role remote or office-based?

This information is not specified in the job description.

What skills are required for the Operations Analyst role?

Required skills include intermediate Microsoft Excel skills, strong written and verbal communication skills, and customer service skills.

What is the company culture like for this team?

The role is within a dynamic team environment in the Investment Manager Services Division (IMS), offering opportunities for professional development, career growth, and partnering with a diverse team.

What makes a strong candidate for this Operations Analyst position?

Strong candidates will have a BA/BS in Business, Accounting, Finance, Economics, Mathematics or equivalent, internship experience preferred, plus positivity, curiosity, critical thinking, attention to detail, flexibility, and a supportive approach.

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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