Hybrid Operations Analyst – Separately Managed Accounts

181 SEI Global Services, Inc.; Oaks (PA); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive care for physical and mental well-being

401(k) match

Tuition reimbursement

Flexible paid time off

Paid volunteer days

Job summary

181 SEI Global Services, Inc. is seeking an Operations Analyst for its Separately Managed Accounts team in Oaks, Pennsylvania. The role focuses on providing exceptional investment support and managing account operations.

Qualifications include a BA/BS in a relevant field and intermediate Excel skills. Notably, the position offers a hybrid working environment with comprehensive benefits including medical care, a strong retirement plan, and flexible paid time off.

Qualifications

• Internship experience preferred.
• Self-motivation and organization to complete tasks.
• Drive to learn new financial services concepts.

Responsibilities

• Provide investment support to investment managers.
• Open and close accounts and process account maintenance.
• Communicate discrepancies with investment managers and banks.

Skills

Intermediate skills in Microsoft Excel

Strong written and verbal communication skills

Strong customer service skills

Education

BA/BS in Accounting, Finance, Economics, Mathematics

Job description

181 SEI Global Services, Inc. is seeking an Operations Analyst for its Separately Managed Accounts team in Oaks, Pennsylvania. The role focuses on providing exceptional investment support and managing account operations.

Qualifications include a BA/BS in a relevant field and intermediate Excel skills. Notably, the position offers a hybrid working environment with comprehensive benefits including medical care, a strong retirement plan, and flexible paid time off.