Operations Analyst, Separately Managed Accounts

SEI (5 months ago)

HybridFull TimeJunior$54,618 - $73,229 (estimated)Investment Operations

About this role

An Operations Analyst on SEI’s Investment Manager Services (IMS) Separately Managed Accounts team providing accounting and administration support for client accounts. The role sits within IMS and acts as a liaison between investment managers, banks, and internal teams to support SEI’s investment operations capabilities. The position is part of a growing division focused on investment processing and operational excellence.

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Required Skills

Account Maintenance
Trade Reconciliation
Quality Control
Excel
Client Communication
Account Opening
Vendor Support
Problem Solving
Customer Service

Qualifications

BA/BS in Accounting, Finance, Economics, or Mathematics

About SEI

seic.com

SEI 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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