Operations Analyst, Centralized Operations
ExternalFull-timeHybridToday
DocumentationExcel
Prepare for this interview
EliteAI-generated questions, company research, and talking points tailored to this role
Responsibilities
- Ability to work a consistent scheduled from 12:00PM to 8:00PM.
- As the record keeper for trade and security master activity, you will be responsible for collecting and maintaining security master details in various formats from the vendors. Additionally, you will manage the documentation of processes and procedures relating to individual client needs.
- What we need from you:
- BA / BS in Accounting, Finance, Economics, Mathematics, or equivalent experience.
- Internship experience preferred.
- Intermediate skills in Microsoft Excel.
- The self-motivation, organization and drive to complete multiple client deliverables in a timely manner 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 your clients and other service providers.
- What we would like from you:
- A drive 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.
- What we would like from you:
- Positivity and collegial 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. https://www.seic.com/
- For this position, SEI is not hiring individuals who require sponsorship for employment or continued employment now or anytime in the future.
- SEI's competitive advantage:
- 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...
Benefits
Health insuranceDental insuranceVision insurance401(k)Paid time offFlexible scheduleEquity / stock optionsParental leave
Additional Information
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Centralized Operations team. The entry-level Operations Analyst provides technical and function support to account uses. You will interact with accounting and other operations teams and development groups internally, as well as externally with clients and service providers.
Your Match
How well this role fits your profile.
Company Intel
What employees say
Worked at seic? Share your experience