Operations Analyst, Institutional Private Client
SEI (5 months ago)
About this role
An Operations Analyst on SEI’s Investment Manager Services (IMS) Institutional Private Client (IPC) team will join a growing group that provides administration servicing for clients’ alternative investment funds, mutual funds, and ETFs. The role is within a technology and asset-management firm and offers opportunities for professional development and career growth.
Required Skills
- Reconciliation
- Account Administration
- Trade Settlement
- Cash Management
- Excel
- Communication
- Customer Service
- Documentation
- Problem Solving
- Stakeholder Management
Qualifications
- BA/BS in Business, Accounting, Finance, Economics, Mathematics
About SEI
seic.comSEI is a global provider of technology and investment solutions serving financial institutions, wealth managers, asset managers, corporations and affluent families. The firm offers outsourced investment management and administration, investment processing and operations, and integrated technology platforms for portfolio management, reporting and client servicing. By combining proprietary software, operational outsourcing and investment expertise, SEI helps clients scale, streamline operations, enhance reporting and manage risk and compliance. Clients choose SEI for its customizable, end-to-end solutions and industry experience across global markets.
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