Operations Analyst/Fund Accountant Job at SEI Investments (Oaks, Pennsylvania)

Job Description

The Investment Manager Services Division (IMS) at SEI is growing rapidly and currently building a pipeline of 2026 Spring/Summer graduates interested in starting their careers here at SEI. By applying to this role, you will be considered for a range of entry-level roles across various departments.

Job Responsibility

Provide outstanding customer service and comprehensive administration support for our clients, which include a wide range of investment funds, such as hedge funds, private equity funds, and other alternative investments
Primarily support your clients through email and/or phone calls
Communicating daily with your clients and other service providers

Requirements

BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience
Internship experience preferred
Intermediate skills in Microsoft Excel
The self-motivation, organization and aim to complete multiple client objectives in a timely manner without sacrificing excellence or quality
Strong written and verbal communication skills
Strong customer service skills

Nice to have

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
Collaboration with internal and external stakeholders
Positivity and congenial approach in assisting both colleagues and clients and the ability to work in team environment
Curiosity, critical thinking and attention to detail
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun

What we offer

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
Flexible Paid Time Off (PTO)
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

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Operations Analyst/Fund Accountant

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