SEI Investments Company is hiring an Operations Analyst

SEI Investments Company is looking for an Operations Analyst to coordinate the day-to-day administrative and regulatory functions for the Collective Investment Trusts (CIT) team. You will be integral to handling daily activities for collective funds and supporting internal and external clients within the Investment Manager Services Division.

What You'll Do

• Handle daily activities associated with collective funds, including trade processing, administrative support, and operational setups.
• Prepare account opening and maintenance documents for foreign market investments.
• Assist CIT Specialists and Trust Officers with governmental filings, regulatory reporting, and preparation of materials for Trust Company board and committees.
• Assist in leading access to the CIT website and oversee all processes related to its maintenance.
• Work as a record keeper for the funds, collaborating with internal teams on the establishment/maintenance of new or changed funds or share classes and organizing necessary reporting.
• Communicate with internal teams or client teams to resolve open issues and questions, collaborating with internal technology and vendor support when necessary.
• Attend and participate in various IMS and corporate professional development sessions to identify processes and collaborate with complementary teams.

What We're Looking For

• BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent experience.
• Intermediate skills in Microsoft Excel.
• Self-motivation and aim to supervise multiple client deliverables without sacrificing excellence or quality.
• Strong written and verbal communication skills for supporting clients via email and/or phone calls.
• Strong customer service skills for daily communication with internal and external clients.

Nice to Have

• Experience in Collective Trust Funds, Employee Benefits, Investments, trust and/or insurance administration.
• An aim to broaden knowledge of the financial services industry by learning new concepts and systems and applying them to daily work.
• Collaboration with internal and external partners, being flexible to change.
• Positivity and congenial approach in assisting colleagues and clients and the ability to work in a team environment.
• Curiosity, critical thinking, and attention to detail to identify solutions and implement efficient processes.
• Embody SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

Team & Environment

The CIT Team currently supports around 470 collective funds with almost $100+ Billion in AUM working with over 135 investment sub-advisors. As part of the Investment Manager Services Division (IMS), the team works closely with internal divisions including ITA, IFS, Compliance, and Legal.

Benefits & Compensation

• Comprehensive care for physical and mental well-being.
• Strong retirement plan.
• Tuition reimbursement.
• Support for working parents.
• Flexible Paid Time Off (PTO).
• 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.
• Discounted stock purchase plan.
• Investment options.
• Access to thriving employee networks.

Work Mode

This role offers a hybrid working environment.

SEI is an equal opportunity / affirmative action 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.