Assistant Manager, Investor Services - Transformation

SEI; Dublin; Hybrid; EUR 100,000 - 150,000; Full time

Benefits offered by this job

Healthcare

Pension

Tax saver travel

Bike to work

On-site gym

Employee share participation

Life assurance

Education assistance

Job summary

SEI Investments in Dublin, Ireland, seeks a Transformation Lead for Investor Services to challenge current ways of working and drive automation and standardisation across operating models.

You will review procedures, partner with management to implement future-state improvements, use data analysis and AI-enabled tools to reduce manual effort, and mentor teams through change, delivering measurable improvements in quality and client service.

Qualifications

• 5+ years in transfer agency or investor services with private markets exposure.
• Track record in process improvement, automation and operating model changes.
• Strong analytical skills to map current and future state processes.
• Experience using MI or workflow data to measure impact.
• Knowledge of capital calls, distributions and investor servicing requirements.
• Experience partnering with technology teams to deliver workflow improvements.
• Third level degree in Finance, Business, Technology, Data, Operations or related field.

Responsibilities

• Act as transformation lead to simplify and automate processes.
• Review procedures to identify inefficiencies and risk.
• Define future-state operating models to improve scalability and client service.
• Assess Investor Services processes like data maintenance and onboarding.
• Develop prioritised recommendations with action plans and timelines.
• Collaborate across Investor Services, AML, Technology and Relationship Management.
• Leverage AI-enabled solutions and data analysis to reduce manual effort.
• Create process maps, procedures and training materials.
• Monitor impact with metrics and drive continuous improvement.
• Support training and mentoring of team members.

Skills

Process improvement

Automation

Change management

Data analysis

Stakeholder engagement

Team leadership

Education

Bachelor's degree in Finance/Business/Technology

Tools

Investran

Geneva

NTAS

Job description

Position Description

SEI Investments is a leading global provider of asset management and investment technology solutions. The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI is a people focused organization which encourages and recognizes employee development as being a critical component in the provision of excellent client service. An open, collaborative and detail oriented environment underpins this business objective.

Whilst the parent company has its principal offices in the United States, the SEI Group comprises operating subsidiaries in the EU, UK, Cayman Islands and Canada. The SEI Group’s operations in Ireland are carried out through three entities based in Dublin that conduct the Group’s business of managing proprietary UCITS and AIF funds, as well as providing administration and depositary services to funds established by third party investment managers.

What You’ll Do

• Act as a transformation lead and change agent within Investor Services, challenging existing ways of working and identifying opportunities to simplify, standardise, automate and improve current processes.
• Undertake detailed reviews of operating procedures, controls, technology usage and client deliverables to identify inefficiencies, duplication, manual workarounds and areas of operational risk.
• Partner with Investor Services management to define and implement future-state operating model improvements that support scalability, consistency, accuracy and enhanced client service.
• Assess key Investor Services processes, including investor data maintenance, onboarding, investor reporting, capital activity, payments and client deliverables, to identify where quality, turnaround times and control can be improved.
• Develop clear, prioritised recommendations for change, supported by practical action plans, ownership, implementation timelines and measurable success criteria.
• Drive collaboration and idea generation across Investor Services, Client Operations, AML, Technology and Relationship Management teams to remove process friction and improve end-to-end service delivery.
• Identify opportunities to leverage technology, workflow tools, data analysis and AI-enabled solutions to reduce manual effort, strengthen controls and improve operational insight.
• Create and maintain process maps, procedures, implementation materials and management updates to support consistent adoption of agreed improvements.
• Monitor the impact of implemented changes using clear metrics, including quality improvements, reduction in manual effort, faster turnaround times, enhanced control and reduced operational risk.
• Support the training, coaching and mentoring of team members to embed new processes, strengthen change adoption and promote a continuous improvement mindset.
• Carry out all duties assigned to your role under the Company’s Safety Statement, to ensure Health, Safety and Wellbeing for all employees for whom you have responsibility.

What You Bring To The Table

• At least 5 years’ experience in transfer agency, investor services or fund administration with strong exposure to Private Markets preferred.
• Demonstrable track record of delivering process improvement, automation, control enhancement, technology solutioning or operating model change.
• Strong analytical mindset with the ability to assess current-state processes, identify root causes and develop practical future-state solutions.
• Experience using data, management information (MI) or workflow analysis to identify inefficiencies, evidence recommendations and measure the impact of change.
• Strong knowledge of alternative investment structures, Private Markets operations and associated transfer agency processes.
• Strong understanding of capital calls, sub-closes, equalisation, distributions, waterfall calculations and investor servicing requirements.
• Experience working with Alternatives investor and accounting systems, preferably Investran, Geneva and NTAS, and confidence partnering with technology teams to deliver workflow or system improvements.
• Ability to challenge existing processes constructively and influence stakeholders at different levels of the organisation.
• Third Level Degree in Finance, Business, Technology, Data, Operations or a related field preferred.

Attributes We Value

• Curious, inquisitive and comfortable challenging the status quo in a constructive and professional manner.
• Change-oriented, pragmatic and solutions-focused, with the confidence to move ideas from discussion to implementation.
• Strong communicator and influencer who can bring people on the journey while maintaining momentum and accountability.
• Resilient and comfortable operating in an ambiguous environment where initiative, ownership and judgement are required.
• Strong problem-solving skills with a focus on root cause analysis, sustainable solutions and measurable outcomes.
• Commercially minded, with an understanding of how operational efficiency, scalability and quality improve client service.
• Able to balance innovation with risk, control, regulatory requirements and operational discipline.
• Detail-oriented, organised and able to manage multiple improvement initiatives while meeting agreed milestones.
• Positive ‘can do’ attitude with the courage to ask difficult questions and the judgement to propose practical solutions.
• Fluency in English Language, both verbal and written, is essential.

Benefits You Can Expect

• Healthcare for yourself, your spouse and any dependents up to the age of 18 years.
• Pension Scheme.
• Tax Saver Travel Benefits.
• Bike to Work Scheme.
• On-site Gym with Fitness Classes and 1:1 PT Sessions.
• Club Supplement.
• Education Assistance.
• Competitive Family & Annual Leave Entitlements as well as 2 Paid Volunteer Days per year.
• Life Assurance & Group Income Protection.
• Employee Share Participation Scheme.

We are focused on ensuring a healthy work-life balance and offer a hybrid working model and flexible working hours.

The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.

SEI is an Equal Opportunity Employer and so much more…

We recognize that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits which include private medical care for you and your family, educational assistance scheme and actively encourage work life balance.

AI Acceptable Use In The Application And Interview Process

SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.