Specialist I – Alternatives Financial Reporting (REMOTE) at SEI

United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset Management, Investment TechnologyIndustries

Skills

Key technologies and capabilities for this role

Financial ReportingFund AccountingFinancial Statements PreparationRegulatory ComplianceInternal and External ReviewCommunication ManagementSystems SupportAudit Coordination

Questions & Answers

Common questions about this position

Is this position remote?

Yes, the position is remote.

What education or experience is required for this role?

A BA/BS in Business, Accounting, Finance, Economics, or 4+ years of equivalent work experience is required. Preferred qualifications include 2 years of experience in the mutual fund or alternative investment funds industry and experience with financial statement preparation.

What technical skills are needed for this position?

Intermediate proficiency in Microsoft Excel and Word is required, along with strong accounting skills preferred.

What is the company culture like at SEI?

SEI values employees, drives growth through change, and supports internal job mobility to help employees achieve their goals. They emphasize professional development, partnering with diverse teams, and building brave futures.

What makes a strong candidate for this role?

Strong candidates demonstrate self-motivation, excellent organization, strong written and verbal communication skills, customer service skills, and the ability to collaborate with stakeholders while adapting to changing client needs.

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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