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

Requirements

Candidates should possess a Bachelor’s degree in Business, Accounting, Finance, Economics, or a related field, or alternatively, have 4+ years of equivalent work experience. Preferred qualifications include 2 years of experience in the mutual fund or alternative investment funds industry, along with strong accounting skills and intermediate proficiency in Microsoft Excel and Word.

Responsibilities

As an Alternatives Financial Reporting Specialist, you will be responsible for the execution of applicable quality controls and preparation of annual, quarterly, and other financial statements for clients, supporting internal and external reviews. You will assist in managing communications with fund accounting teams, internal technology teams, vendors, clients, and auditors to ensure the orderly completion and approval of financial statements and to resolve related issues. Additionally, you will attend professional development sessions to identify process improvements and collaborate with stakeholders, demonstrating excellent written and verbal communication skills, strong customer service, organization, and a willingness to adapt to changing client needs.

Skills

Financial Reporting

Fund Accounting

Financial Statements Preparation

Regulatory Compliance

Internal and External Review

Communication Management

Systems Support

Audit Coordination

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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