Operations Analyst- External Custody CA/Income

2 days ago


Thousand Oaks, California, United States SEI1GLOBAL Full time

At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility.

The External Custody Team is looking to fill an Operations Analyst position. This team will provide support on back office processing for the Enhanced Aggregation Services offered to our SEI Wealth Platform banking firms. The individual we are seeking must be self-motivated with the ability to manage multiple tasks and staff concurrently under a time-sensitive delivery schedule; be goal-oriented and have above average communication skills. The Analyst is required to have exceptional problem solving, and communication skills. Have the ability to interact with the technical support teams and department supervisors, as well as provide detailed processing documentation and files that describe the group's problem solving activities. This individual will function as an extension of management, cross-train staff, and develop a strong core team to ensure tasks are performed in an efficient, time sensitive manner.

What you'll do:

  • Provide technical, industry, process, and trouble-shooting support to a team of operations analysts and specialists within and outside of their own unit/discipline.
  • Responsible for the daily processing of back office operations of Income and Corporate Action events
  • Manages large-scale projects in terms of criticality and urgency relative to importance for the firm, urgency of time to market, or other measurements deemed applicable by management.
  • Primary focus is on day-to-day operational execution, although roles will also include contributing to strategic planning within area of expertise.
  • Direction given to peers and helps complete knowledge transfer to teams.
  • Key contributor in decision making process.
  • 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.
  • Self-starter with the ability to multi-task.
  • Willingness to work across team lines.
  • Ability to brainstorm and troubleshoot.
  • Intermediate skills in Microsoft Excel.

What we would like from you:

  • SEI Wealth Platform (SWP) knowledge is preferred.
  • Quartz knowledge is preferred.
  • Prior Operations experience is preferred
  • Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information.

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.


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