SEI
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27 Sei Financial Analyst Jobs Hiring Near You

The Corrections and Reversals Analyst works in SEI Private Trust Company, a wholly owned subsidiary ... Accounting, Finance or Business related field. * Knowledge of Microsoft Office products including ...

New

$68K - $88K/yr

SEI delivers technology and investment solutions that connect the financial services industry. With ... As a Senior Business Analyst, you will support our existing clients, operational service teams, and ...

Reviewing, analyzing, and entering client information and transactions into multiple systems ... SEI procedure * Make decisions involving issues that may impact company financials, and making ...

New

SEI is seeking individuals with the superior client service skills necessary to meet client ... Knowledge of financial and/or investment services preferred * Strong dedication to quality customer ...

Accounting, Finance or Business related field. * Knowledge of Microsoft Office products including ... For this position, SEI is not hiring individuals who require sponsorship for employment or ...

... years of financial services experience. Prefer investment accounting and trading. product ... SEI is an Equal Opportunity Employer and so much more... After over 50 years in business, SEI ...

Accounting, Finance or Business related field. * Knowledge of Microsoft Office products including ... SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide ...

New

Platform Engineering at Sei We're building Sei into a world-class L1 for decentralized finance ... Benchmarking & performance bottleneck analysis. You design benchmarks that isolate variables. You ...

Senior / Staff Engineer - Platform

New York, NY · On-site +1

$114K - $157K/yr

Platform Engineering at Sei We're building Sei into a world-class L1 for decentralized finance ... Benchmarking & performance bottleneck analysis. You design benchmarks that isolate variables. You ...

Platform Engineering at Sei We're building Sei into a world-class L1 for decentralized finance ... Benchmarking & performance bottleneck analysis. You design benchmarks that isolate variables. You ...

Senior / Staff Engineer - Platform

Manhattan, NY · On-site

$115K - $158K/yr

Platform Engineering at Sei We\'re building Sei into a world-class L1 for decentralized finance ... Benchmarking & performance bottleneck analysis. You design benchmarks that isolate variables. You ...

Internship or experience in financial services, compliance, asset management, regulatory reporting ... Strong analytical, organizational, communication, and time management skills. * Execute recurring ...

At SEI we value our employees and believe in driving growth through change. Part of building brave ... The ideal candidate will have experience in the financial advisor space, a solid and growing ...

New

$81K - $111K/yr

The Investment Manager Services (IMS) Division at SEI is experiencing rapid growth and is expanding ... Able to quickly analyze issues and take appropriate action under tight time constraints

Understanding of global financial services, including transfer agent, AML, sanctions, and financial ... Accountable Analytical Practical and results-oriented Solution-Oriented Collaborative High ...

Internship or experience in financial services, asset management, compliance, data analytics ... SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide ...

Analytics and reporting rights * Intellectual property ownership * Artificial intelligence and ... Financial services, asset management, fintech, technology or information services industry ...

R0037520SEI delivers technology and investment solutions that connect the financial services ... Leverage AI tools to accelerate product discovery, requirements analysis, workflow analysis ...

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Operations Analyst - Financial Services Data & Client Ops

On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

New


Job description

The Corrections and Reversals Analyst works in SEI Private Trust Company, a wholly owned subsidiary of SEI. This role requires a self-motivated, goal oriented individual with the ability to manage multiple tasks in a time sensitive delivery schedule.

What you will do:
  • Basic processing and/or service activities specific to team function
  • Reviewing, analyzing, and entering client information and transactions into multiple systems
  • Setting up securities, general account level maintenance, and some level of client contact.
  • Respond to client inquiries in a timely, accurate and professional manner.
  • Working on special projects as needed.
  • Perform research & analysis of root cause conditions.
  • Implement solutions as assigned.
  • Interact effectively with multiple operational processing teams.
  • Maintaining the highest level of confidentiality, quality and privacy.
  • Manage a time-sensitive delivery schedule.
  • Proactively recommend innovations and modifications which are in compliance with industry requirements and are consistent with corporate objectives and goals to improve operational processes, systems, policies and procedures.
  • Preparing and processing error-free transactions accurately and in a timely manner, according to client instructions and according to SEI procedure
  • Make decisions involving issues that may impact company financials, and making recommendations based upon interpreting policies, procedures, and regulations.
  • Other duties as assigned
What we need from you:
  • Undergraduate degree and/or equivalent work experience required.
  • Preference in: Accounting, Finance or Business related field.
  • Knowledge of Microsoft Office products including Word, Excel, Access and Outlook.
What we would like from you:
  • The ability to demonstrate effective communication skills to clients, service partners, and internal teams both in written and verbal communication.
  • Effectively coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.
  • Provide excellent customer service to both our internal and external clients and servicepartners, responding timely and professionally to client inquiries as well as handle problems
  • Must be able and willing to work effectively independently, as well as in a team, in an open floor environment
  • Must be detail oriented
  • Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

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

SEI is an Equal Opportunity Employer and so much more…

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.

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.

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. We are global provider of technology, operations, and asset management services for the financial services industry. We tailor our solutions to help clients make effective use of their capital—whether that’s money, time, or talent—so they can grow and better serve their clients. At SEI, we’re committed to fostering an inclusive workplace where everyone has the same opportunities to grow, develop, and succeed.

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