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Operations Analyst- External Custody Team at SEI in Oaks, PA
Skills
Job Description
The External Custody Team is looking to fill an Entry Level Operations Analyst position. This team will provide support on back office processing for the Enhanced Aggregation Services offered to our SEI Wealth Platform banking firms. The individual we are seeking must be self-motivated with the ability to manage multiple tasks and staff concurrently under a time-sensitive delivery schedule; be goal-oriented and have above average communication skills. The Analyst is required to have exceptional problem solving, and communication skills. Have the ability to interact with the technical support teams and department supervisors, as well as provide detailed processing documentation and files that describe the group’s problem solving activities. This individual will function as an extension of management, cross-train staff, and develop a strong core team to ensure tasks are performed in an efficient, time sensitive manner.
What you’ll do:
- Provide technical, industry, process, and trouble-shooting support to a team of operations analysts and specialists within and outside of their own unit/discipline.
- Responsible for the daily process of activities.
- Viewed as the ‘subject matter expert’ within Operations and/or SEI.
- Manages large-scale projects in terms of criticality and urgency relative to importance for the firm, urgency of time to market, or other measurements deemed applicable by management.
- Primary focus is on day-to-day operational execution, although roles will also include contributing to strategic planning within area of expertise.
- May be required to provide supervisory responsibilities and apply independent judgement and decision making based on area of expertise.
- Will act as escalation point and subject matter expert.
- Direction given to peers and helps complete knowledge transfer to teams.
- Key contributor in decision making process.
- Other duties as assigned
What we need from you:
- Undergraduate degree and/or equivalent work experience required. Preference in: Accounting, Finance or Business related field.
- Trade Data Management System (TDMS) knowledge is preferred
- SEI Wealth Platform (SWP) knowledge is preferred
Attributes we value:
- Undergraduate degree and/or equivalent work experience required.
- Preference in: Accounting, Finance or Business related field.
- Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/
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.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.