Operations Analyst, Centralized Operations

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) match

Tuition reimbursement

Pro-rated time off

Paid parental leave

Job summary

181 SEI Global Services, Inc. is seeking an entry-level Operations Analyst for its Centralized Operations team. This role demands consistent engagement in dealing with various internal and external stakeholders while maintaining a schedule from 12:00PM to 8:00PM.

The ideal candidate will have a Bachelor’s degree in relevant fields such as Accounting or Finance, along with strong communication and Excel skills. Benefits include healthcare options, 401(k) match, and paid time off.

Qualifications

• Bachelor’s degree in a relevant field or equivalent experience.
• Intermediate proficiency in Microsoft Excel required.
• Strong communication skills for client interactions.

Responsibilities

• Provide technical and functional support to account users.
• Assist in automated trade file processes and perform pricing functions.
• Document processes related to individual client needs.

Skills

Intermediate proficiency in Microsoft Excel

Strong written and verbal communication skills

Customer-service orientation

Self-motivation and organization

Education

Bachelor’s degree in Accounting, Finance, Economics, Mathematics or equivalent

Job description

Overview

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking a new member for its Centralized Operations team. The entry‑level Operations Analyst will provide technical and functional support to account users, working with accounting, operations, development, clients, and service providers.

Key Responsibilities

• Maintain a consistent schedule from 12:00PM to 8:00PM.
• Support security master setups and asset data maintenance, resolving daily exceptions.
• Assist in automated trade file processes and perform pricing functions for securities across portfolio positions.
• Implement new clients and research corporate actions and dividend income for IMS clients.
• Act as the record keeper for trade and security master activity, collecting and maintaining security master details in various vendor formats.
• Document processes and procedures related to individual client needs.
• Communicate with internal and client teams to resolve open issues, including engaging technology and vendor support as needed.
• Participate in testing of new releases and system enhancements.
• Attend and contribute to IMS and corporate professional development sessions to enhance process understanding and career growth.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, Mathematics, or an equivalent combination of education and experience.
• Intermediate proficiency in Microsoft Excel.
• Strong written and verbal communication skills for client support via email and phone.
• Customer‑service orientation with the ability to handle daily client interactions.
• Self‑motivation, organization, and drive for timely delivery of client deliverables.
• Legal ability to work in the United States; SEI does not sponsor individuals who require employment authorization at any time.

Preferred Qualifications

• Internship or related experience in a financial services or operations environment.
• Drive to broaden knowledge of the financial services industry and apply new concepts to daily tasks.
• Collaboration across internal and external stakeholders, showing flexibility as client needs change.
• Positivity, collegial approach, curiosity, critical thinking, and attention to detail.
• Alignment with SEI values of courage, integrity, collaboration, inclusion, connection, and fun.

Benefits

• Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA).
• Life and disability insurance with premium coverage.
• 401(k) match and other investment options.
• Tuition reimbursement and education assistance.
• Commuter benefits and up to 11 paid holidays per year.
• Pro‑rated paid time off (16 days per year for new hires, increasing over time).
• Paid parental leave, backup childcare arrangements, and paid volunteer days.
• Discounted stock purchase plan and access to employee networks.

EEO Statement

SEI is an equal‑opportunity / affirmative action employer. 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.