Sei Investments Company
Supervisor, AIFS Investor Services
Oaks, Pennsylvania, United States of America
Sponsorship not specifiedDetected 85 days 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 were received and inputted correctly at the time of a subscription.
Responsibilities
- As an Investor Services Supervisor, you are responsible for ensuring your team is in compliance with our department's rules and regulations designed to stop the practice of generating income through illegal actions.
- You will correspond with investment managers and their investors regarding day-to-day inquiries, including questions on subscription documents and investor reporting.
- You will have the opportunity to partner with a diverse team and grow your career.
- 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.
- 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.
- 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.
- 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.
- At SEI, we're committed to fostering an inclusive workplace where everyone has the same opportunities to grow, develop, and succeed.
Requirements
- Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.
- You will be required to adhere to our Anti-Money Laundering policies and procedures when reviewing all investor transactions.
Nice to have
- BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience.
- Minimum 2 years experience in the fund services industry
- alternative investment experience a plus.
- The ability to identify and resolve or escalate potential problems with a strong interest in creating meaningful business solutions.
- Proficiency in Excel and ability to train analysts on Excel concepts.
- Strong customer service skills as you will be communicating daily with your clients and other service providers.
Skills
- 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/
Benefits
- We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
- 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.
- 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.
- We are global provider of technology, operations, and asset management services for the financial services industry.
Equal opportunity
- 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.
- 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.
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This listing is sourced directly from Sei Investments Company's careers page and normalized into a canonical job model.