When you step into SEI - anywhere in the world - you know you're not inside a traditional financial services company. We have no offices. Our open innovation spaces spur creativity, the provocative artwork inspires conversation, and the flexible work-life balance drives personal and professional growth. We are a place to inspire your work, build your voice,and grow your community. We're different. And we're proud of it.
The Middle Office Team supports Registered Investment Advisors (RIAs), Banks, Money Managers and the SEI Wealth Network by providing exceptional administrative services to high-net-worth clients. The Middle Office Operations Analyst must have a strong client oriented approach and should possess an understanding of the mutual fund and securities business and have a strong willingness to learn the investment management operations business. Middle Office Operations Analysts are dedicated to providing the absolute highest level of service, back office support, and personal account management to clients within the Advisor and Wealth channels.
This position is responsible for providing account and operational management to clients within the Independent Advisor Solutions Network through extensive daily support and interaction. This will involve acquiring a working knowledge of the investment management business, SEI Funds, products and processes necessary to effectively respond to all inquiries from investment advisors. Individuals must work with the Middle Office Service Teams and SEI Private Trust Company to coordinate client investment activities.
What you'll do:
What you bring to the table:
Attributes we value:
Physical Demands and Work Environment:
While performing the duties of this job, individual may be required to move around the office and from building to building. This may expose the individual to weather conditions outside. The individual has to be able to be stationary at a computer for extended periods of time and occasionally lift and/or move up to 20 pounds. Our office is an open environment. The individual must be able to successfully work in an open environment with a moderate noise level.
SEI is an Equal Opportunity Employer and so much more...
After 50years in business, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses 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 networksSEI 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.
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