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Entry Level Sei Investments Jobs (NOW HIRING)

Individuals must work with the market unit sales staff and SEI Private Trust Company to coordinate client investment activities. This is an entry level position, where full training and support will ...

... SEI is growing rapidly and is seeking new members on our Alternative Investment Funds Investor Services Anti-Money Laundering Team. This is an entry level position, where training and support will be ...

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Entry Level Sei Investments information

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How much do entry level sei investments jobs pay per year?

As of Aug 22, 2026, the average yearly pay for entry level sei investments in the United States is $45,046.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,000.00 and $50,000.00 per year, depending on experience, location, and employer.

What is an entry level SEI Investments job?

Entry Level SEI Investments jobs are positions at SEI Investments Company designed for recent graduates or individuals with limited work experience in finance, investment management, or technology. These roles typically provide training and mentorship to help new employees develop the skills needed in asset management, client servicing, operations, or technology. Entry level employees may work as analysts, associates, or in rotational programs, gaining exposure to different areas of the company. These positions offer an opportunity to learn about financial services while building a foundation for career growth within SEI Investments.

What skills and qualifications are needed to thrive as an entry level associate at SEI Investments?

To thrive as an Entry Level Associate at SEI Investments, you typically need a bachelor's degree in finance, accounting, or a related field, along with strong analytical and problem-solving abilities. Familiarity with financial software, Excel, and investment management systems is often required, and pursuing certifications like CFA Level I can be advantageous. Excellent communication, attention to detail, and a collaborative attitude are standout soft skills for this role. These skills and qualities are crucial for ensuring accuracy, supporting team goals, and effectively servicing clients in the fast-paced financial services industry.

What are common challenges faced by entry-level professionals at SEI Investments, and how can they overcome them?

Entry-level professionals at SEI Investments often face a steep learning curve as they become familiar with the company's financial products, investment strategies, and proprietary technology platforms. Adapting to the fast-paced, client-focused environment can also be challenging. To overcome these hurdles, new hires are encouraged to take advantage of SEI's robust training programs, seek mentorship from experienced colleagues, and actively participate in team meetings to build confidence and understanding. Open communication, curiosity, and proactive engagement are key to a smooth transition and long-term success.

What is the difference between Entry Level Sei Investments vs Entry Level Financial Analyst?

AspectEntry Level Sei InvestmentsEntry Level Financial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; possibly some certificationsBachelor's degree in finance, accounting, or related field; may pursue certifications like CFA
Work EnvironmentFinancial services firm, collaborative team setting, office-basedCorporate finance departments, investment firms, or banks, often office-based
Employer & Industry UsageUsed by Sei Investments and similar asset management firmsCommon across financial institutions, investment firms, and corporations

Entry Level Sei Investments and Entry Level Financial Analyst roles share similar educational backgrounds and work environments, often found in financial services firms. While both require a finance-related degree, certifications like CFA are optional for entry-level roles. The main difference lies in the specific company branding and job focus, with Sei Investments emphasizing asset management and investment strategies, whereas financial analyst roles may vary across industries. Both positions serve as foundational roles in finance careers, offering valuable industry experience.

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Infographic showing various Entry Level Sei Investments job openings in the United States as of August 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 84% Physical, 7% Hybrid, and 9% Remote job distribution, with an average salary of $45,046 per year, or $21.7 per hour.

Operations Analyst, AIFS Investor Services

SEI Investments

Oaks, PA • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago


SEI Investments rating

8.8

Company rating: 8.8 out of 10

Based on 11 frontline employees who took The Breakroom Quiz


Job description

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds Investor Services Team. This is an entry level position, where training and support will be provided. This is an entry level position, where training and support will be provided. Our primary goal is to provide exceptional customer service and administration servicing for our clients' assigned hedge and private equity funds.

What you will do:
  • Responsible for onboarding of investors into our clients' hedge and private equity funds. We need your due diligence and attention to detail to ensure all proper data points and documentation is received at the time of a subscription. Once received, your job will be to input all relevant data points into our contact management system in order to facilitate investor reporting
  • Enforce Anti-Money Laundering policies and procedures when reviewing all investor transactions. As an Investor Services Analyst, you are required to follow our department's rules and regulations designed to stop the practice of generating income through illegal actions
  • You will be responsible for supervising our clients' bank accounts for investor wire activity. You will also create wire templates to facilitate all investor payments
  • Generate and reconcile all investor reporting, such as investor capital statements. Once approved by the client, you will be responsible for disseminating this documentation to our clients' end investors and their contacts via an automated distribution process
  • You will correspond with investment managers and their investors regarding day-to-day inquiries, including questions on subscription documents and investor reporting. Client engagement and a dedication to quality service is a must for success
  • We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to collaborate with a team with varied strengths and grow your career
What we need from you:
  • BA / BS in Accounting, Finance, Economics, Mathematics, or equivalent work experience
  • Internship experience preferred
  • Intermediate skills in Microsoft Excel
  • The self-motivation, organization and aim to complete multiple client deliverables in a timely manner without sacrificing excellence or quality
  • Strong written and verbal communication skills primarily used to support your clients through email and/or phone calls
  • Strong customer service skills used to communicate daily with your clients and other service providers
What we would like from you:
  • An aim to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments
  • Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy
  • Collaboration with internal and external partners. As the needs of our clients change, we need to be flexible to change with them
  • Positive and congenial approach in assisting both colleagues and clients and the ability to work in team environment
  • Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business
  • Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/

For this position, SEI is not hiring individuals who require sponsorship for employment or continued employment now or anytime in the future.

SEI's competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 16 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.

SEI is an Equal Opportunity Employer and so much more...


After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.


SEI is an equal opportunity / affirmative action employer and 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.

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.


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