Supervisor, AIFS Investor Services

Investment Manager Services Division (IMS) Opportunity

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds Investor Services Team. Our primary goal is to provide exceptional customer service and administration servicing for our clients' assigned hedge and private equity funds.

Job Responsibilities

• Oversight of onboarding investors into our clients' hedge and private equity funds.
• Adherence to Anti-Money Laundering policies and procedures.
• Daily monitoring of clients' bank accounts for investor wire activity.
• Generation and reconciliation of all investor reporting.
• Correspondence with investment managers and their investors regarding day-to-day inquiries.
• Conducting performance appraisals and providing career pathing and training.
• Attending and participating in IMS and corporate professional development sessions.
• Partnering with a diverse team and growing your career.

Qualifications

• BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience.
• Minimum 2 years experience in the fund services industry; alternative investment experience a plus.
• Ability to identify and resolve or escalate potential problems with a strong interest in creating meaningful business solutions.
• Proficiency in Excel and ability to train analysts on Excel concepts.
• Self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality.
• Strong written and verbal communication skills.
• Strong customer service skills.

Preferred Skills

• Drive to broaden one's knowledge of the financial services industry.
• Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy.
• Collaboration with internal and external stakeholders.
• Positivity and collegial approach in assisting both colleagues and clients.
• Curiosity, critical thinking and attention to detail.
• Embodiment of SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

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, 21 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 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.