Operations Specialist, Registered Alts Transfer Agency at SEI

Oaks, Pennsylvania, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience
2 years experience in financial services or financial operations
Transfer Agency experience preferred
Intermediate skills in Microsoft Excel
Self-motivation, organization and ability to complete multiple client objectives in a timely manner without sacrificing excellence or quality
Strong written and verbal communication skills for interacting with investors via email and/or phone calls
Strong customer service skills for daily communication with investors and other service providers

Responsibilities

Work closely with management on creating new processes and workflows, and innovating existing procedures using technology enhancements, databases, and macros
Serve as an escalation point for analysts and subject matter expert in Registered Alts Transfer Agency functions, including Anti-Money Laundering policies and procedures, fund set up, cash movements, and reconciliation
Process and perform QC of financial and non-financial transactions accurately and timely, complying with strict regulatory requirements for processing turnaround times
Learn and retain regulatory regulations to create a culture of compliance in a tightly regulated environment
Attend and participate in IMS and corporate professional development sessions to identify processes across the division and organization
Partner with complementary teams to enhance career and business objectives

Skills

Microsoft Excel

Anti-Money Laundering

Transfer Agency

Financial Transactions

Reconciliation

Regulatory Compliance

Process Improvement

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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