Seic
Operations Analyst, AIFS Investor Services
USA - PA - Oaks · Internship
Sponsorship not specifiedDetected 1 day ago
AccountingExcelCustomer SupportCommunicationCollaborationCritical Thinking
About the role
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds Investor Services Team.
- Our primary goal is to provide exceptional customer service and administration servicing for our clients' assigned hedge and private equity funds.
- We need your due diligence and attention to detail to ensure all proper data points and documentation is received at the time of a subscription.
Responsibilities
- You will be responsible for supervising our clients' bank accounts for investor wire activity. You will also create wire templates to facilitate all investor payments
- You will correspond with investment managers and their investors regarding day-to-day inquiries, including questions on subscription documents and investor reporting. Client engagement and a dedication to quality service is a must for success
- You will have the opportunity to collaborate with a team with varied strengths and grow your career
- Strong written and verbal communication skills primarily used to support your clients through email and/or phone calls
- 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
- Come build your brave future at SEI.
- 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 are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves.
- Collaboration with internal and external partners.
Requirements
- Positive and congenial approach in assisting both colleagues and clients and the ability to work in team environment
- As an Investor Services Analyst, you are required to follow our department's rules and regulations designed to stop the practice of generating income through illegal actions
Nice to have
- BA / BS in Accounting, Finance, Economics, Mathematics, or equivalent work experience
- Internship experience preferred
- Intermediate skills in Microsoft Excel
- The self-motivation, organization and aim to complete multiple client deliverables in a timely manner without sacrificing excellence or quality
- Strong customer service skills used to communicate daily with your clients and other service providers
Benefits
- We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
- 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
- As the needs of our clients change, we need to be flexible to change with them
Company info
- At SEI, we're (literally) invested in your success.
Equal opportunity
- SEI is an Equal Opportunity Employer and so much more…
Visa & Work Authorization
- For this position, SEI is not hiring individuals who require sponsorship for employment or continued employment now or anytime in the future.
This listing is sourced directly from Seic's careers page and normalized into a canonical job model.