Operations Analyst - Separately Managed Accounts

SEI; Oaks (PA); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Paid Time Off

Tuition reimbursement

Hybrid working environment

Job summary

A leading investment management firm in Pennsylvania is seeking an Operations Analyst for their Separately Managed Accounts team. The role involves providing investment support, overseeing account changes, and ensuring quality control. Ideal candidates will have a BA/BS in a relevant field, strong communication skills, and proficiency in Microsoft Excel. The position is hybrid and offers comprehensive benefits including healthcare, a retirement plan, and flexible Paid Time Off, promoting a healthy work-life balance.

Qualifications

• BA / BS in Accounting, Finance, Economics, Mathematics, or equivalent experience.
• Internship experience preferred.
• Intermediate skills in Microsoft Excel.
• Strong written and verbal communication skills.

Responsibilities

• Provide investment support by overseeing account changes.
• Perform quality control checks on accounts and maintenance items.
• Communicate with investment managers and resolve discrepancies.

Skills

Customer service

Organization

Communication

Attention to detail

Self-motivation

Education

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

Tools

Microsoft Excel

Job description

A leading investment management firm in Pennsylvania is seeking an Operations Analyst for their Separately Managed Accounts team. The role involves providing investment support, overseeing account changes, and ensuring quality control. Ideal candidates will have a BA/BS in a relevant field, strong communication skills, and proficiency in Microsoft Excel. The position is hybrid and offers comprehensive benefits including healthcare, a retirement plan, and flexible Paid Time Off, promoting a healthy work-life balance.