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Operations Analyst, IPC Account Administration

4 months 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 Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Institutional Private Client (IPC) team. Our primary goal is to provide exceptional administration servicing for our clients' assigned alternative investment funds, mutual funds, or ETFs. As an operations analyst, you will ensure the reconciliation of custodial and prime broker accounts are accurate.

What you will do:
  • You will establish new investor accounts in a timely and accurate manner.
  • You will review and process account maintenance items according to SLA's.
  • You will reconcile new client accounts on a daily basis.
  • You will provide high level of client service to Investment Managers.
  • You will process quality control checks of new accounts and maintenance items in accordance with the departmental.
  • You will manage multiple workflow queues throughout the day.
  • You will communicate and resolve account issues utilizing qualitative and quantitative skills, in a timely manner.
  • You will embrace and endorse the corporate client experience philosophy.
  • 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 as well as opportunities to streamline for our clients. We see your role as a partnership to our business and want recognize your contributions.
What we need from you:
  • BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent experience.
  • Internship experience preferred.
  • Intermediate skills in Microsoft Excel.
  • The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality.
  • Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.
  • Strong customer service skills as you will be communicating daily with internal and external clients.
What we would like from you:
  • A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry.
  • Must have entrepreneurial spirit and willingness to take on additional responsibility.
  • Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
  • Positivity and genuine interest in assisting both colleagues and clients.
  • Curiosity and critical thinking: 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.
  • Regular and reliable attendance in accordance with position, business and/or client needs.
  • 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.