Investor Services Operations Analyst

181 SEI Global Services, Inc.; Oaks (PA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Comprehensive healthcare

401(k) match

Education assistance

Job summary

181 SEI Global Services, Inc. seeks a team member for its Investment Manager Services Division. The role focuses on exceptional customer service and administration for hedge and private equity funds, ensuring all necessary documentation is in order.

Qualifications include a BA/BS in a relevant field and strong Excel skills, with a preference for internship experience. Benefits such as comprehensive healthcare, 401(k) match, and paid time off are offered.

Qualifications

• Internship experience preferred.
• Self-motivation and organization skills.
• Ability to complete multiple client deliverables without sacrificing quality.

Responsibilities

• Onboard investors into hedge and private equity funds.
• Input relevant data points into contact management system.
• Enforce Anti-Money Laundering policies and procedures.

Skills

Intermediate Microsoft Excel skills

Strong written and verbal communication skills

Strong customer service skills

Education

BA/BS in Accounting, Finance, Economics, Mathematics or equivalent

Job description

181 SEI Global Services, Inc. seeks a team member for its Investment Manager Services Division. The role focuses on exceptional customer service and administration for hedge and private equity funds, ensuring all necessary documentation is in order.

Qualifications include a BA/BS in a relevant field and strong Excel skills, with a preference for internship experience. Benefits such as comprehensive healthcare, 401(k) match, and paid time off are offered.