Specialist I, Centralized Operations at SEI

Oaks, Pennsylvania, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, Hedge Funds, Financial ServicesIndustries

Requirements

BS/BA degree in accounting, finance, business or related field, or the equivalent in education and work experience
Minimum 2 years of related industry/work experience
Strong analytical, problem-solving, organizational, communication and meticulous attention to detail
Intermediate skills in Microsoft Excel
Strong written and verbal communication skills
Strong customer service skills
Self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality
Thorough understanding of processes and procedures of a Hedge Fund’s Operations
Ability to discuss SEI’s service offering in detail
Comfortable explaining processes over the phone and in face-to-face meetings with clients
Proficient with Microsoft Excel & Access and comfortable working/manipulating data
Comfortable working with various file and data formats

Responsibilities

Serve as main daily client contact
Cultivate and maintain close relationships with clients through proactive measures and written/verbal communication
Coordinate internal SEI resources on behalf of client (COPS, Recon, Accounting, Technology, etc.)
Identify, resolve, and/or escalate critical issues
Serve as representative for each client with various third party vendors used by the teams
Coordinate all new business setups
Develop/document processes and controls for enhancements to Alternative Fund Administration offering
Manage client and internal expectations for ad hoc requests
Take a consultative approach with client project requests: recommend best practices, prioritize, scope, and implement custom specifications when necessary
Work with the team to continually define service offering and manage client expectations
Support SEI’s proprietary workflow system, the portfolio accounting system (Geneva), and supplemental systems/technology

Skills

Microsoft Excel

Microsoft Access

Geneva

Hedge Fund Operations

Client Relationship Management

Portfolio Accounting

Process Documentation

Verbal Communication

Written Communication

Data Manipulation

Vendor Management

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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