Urgent! Operations Analyst, Institutional Private Client Job Opening In Oaks – Now Hiring SEI
JOB DESCRIPTION
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Institutional Private Client (IPC) team.
Our primary goal is to provide exceptional administration servicing for our clients’ assigned alternative investment funds, mutual funds, or ETFs. As an operations analyst, you will ensure the reconciliation of custodial and prime broker accounts are accurate.
What you will do:
In the reconciliation function, you will be working closely with Account Administration, Trade Settlement, and Client Service teams to understand the client’s portfolio and fund structure as well as to ensure all required deliverables are complete.
To do this, you will perform various types of reconciliations to ensure that data is accurate and client service expectations are met.
As the official books and records for our clients, you will be responsible for researching, escalating, and clearing all outstanding cash and security differences while ensuring all postings to our accounting system are accurate.Additionally, you will coordinate the documentation of processes and procedures relating to individual client needs.
You will communicate with appropriate internal teams or client teams to resolve open issues and questions, get in touch with internal technology support and vendor support when needed to resolve any production issues or system support queries.
We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization.
You will have the opportunity to partner with a diverse team and grow your career.
What we need from you:
BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent experience.
Internship experience preferred.
Intermediate skills in Microsoft Excel.
The self-motivation and drive to complete multiple client objectives without sacrificing excellence or quality.
Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.
Strong customer service skills as you will be communicating daily with internal and external clients.
What we would like from you:
An aim to broaden one’s knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
Collaboration with internal and external stakeholders.
As the needs of our clients change, we need to be flexible to change with them.
Positivity and supportive approach in assisting both colleagues and clients and the ability to work in team environment.
Curiosity, critical thinking and attention to detail: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.Please see our website for more information.
SEI’s competitive advantage:
To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 16 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves.
Come build your brave future at SEI.
✨ Smart • Intelligent • Private • Secure
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Unlock Your Operations Analyst Potential: Insight & Career Growth Guide
Real-time Operations Analyst Jobs Trends in Oaks, United States (Graphical Representation)
Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Operations Analyst in Oaks, United States using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 161029 jobs in United States and 80 jobs in Oaks. This comprehensive analysis highlights market share and opportunities for professionals in Operations Analyst roles. These dynamic trends provide a better understanding of the job market landscape in these regions.
Great news! SEI is currently hiring and seeking a Operations Analyst, Institutional Private Client to join their team. Feel free to download the job details.
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An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at SEI adheres to the cultural norms as outlined by Expertini.
The fundamental ethical values are:The average salary range for a Operations Analyst, Institutional Private Client Jobs United States varies, but the pay scale is rated "Standard" in Oaks. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.
Key qualifications for Operations Analyst, Institutional Private Client typically include Financial Specialists and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.
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Before the Interview:To prepare for your Operations Analyst, Institutional Private Client interview at SEI, research the company, understand the job requirements, and practice common interview questions.
Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the SEI's products or services and be prepared to discuss how you can contribute to their success.
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