Investment Specialist - Alternative Investments & Advisors
SEI Investments
SEI is looking for an Investment Specialist based in Pennsylvania to join the SEI Access Team. This role focuses on advisor acquisition, satisfaction, and allocations of alternative investment products on the Marketplace. The Investment Specialist will communicate with advisors to generate interest in these products, develop relationships and manage sales activities. Candidates should have over 5 years of sales experience in financial services and strong communication skills. Benefits include healthcare, 401(k) matching, and up to 21 days of PTO per year. #J-18808-Ljbffr SEI
- SEI is seeking an Investment Marketing Specialist to join the Asset Management Marketing team in Oaks, Pennsylvania. This early-career role supports... ...content to promote investment products to financial advisors and banks. The ideal candidate will have 2-3 years of marketing...Suggested
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Private Equity & Hedge Fund... ...offshore and domestic fund accounting and administration for alternative funds. You will manage the delegation of funds to your team,...SuggestedFlexible hours
- ...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 Alternative Investment Funds Fund Accountant Team. Our primary goal is to provide...SuggestedFlexible hours
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Relationship Management and... ...investment management/operations experience (preferably in Alternatives). Excellent Client Service skills built around the SEI Client...SuggestedFlexible hours
- A financial services company in Pennsylvania is seeking a Fund Accounting Supervisor to join their Alternative Investment Funds team. In this role, you will oversee fund accounting operations, ensure compliance with regulations, and train accounting analysts. The ideal...Suggested
- A financial services firm in Pennsylvania is seeking a Middle Office Operations Analyst to support Registered Investment Advisors and high-net-worth clients. Responsibilities include managing account transactions, analyzing client requests, and ensuring compliance with...Work at office
- ...goals through internal job mobility. SEI is seeking an Investment Marketing Specialist to join the Asset Management Marketing team. This role... ...business that help promote our investment products to financial advisors and banks. The Investment Marketing Specialist will help...Flexible hours
- A leading asset management firm in Oaks, Pennsylvania, is seeking a Fund Accounting Manager to oversee accounting operations and client services for hedge and private equity funds. The role requires at least five years of experience in fund services and two years in management...
- SEI Investments Company in Oaks, Pennsylvania, is seeking a Fund Services professional. The candidate will oversee accounting processes for hedge and private equity holdings, ensure compliance with GAAP standards, and supervise a team of analysts. Key qualifications include...
- SEI is looking for a Business Analyst to join its Investment Manager Services Division in Oaks, Pennsylvania. This role involves serving... ...to assist with internal and external client solutions for alternative investment funds. Applicants should hold a BA/BS in relevant...
- ...SEI's Investment Management Unit (IMU) is looking for an Investment Solutions Technology & Data Analyst to join our Technology Team.... ...investment data, products, and workflows (traditional and/or alternative assets preferred) • Exposure to investment systems and vendors...Work at officeFlexible hours3 days per week
- ...goals through internal job mobility. SEI is seeking an Investment Marketing Specialist to join the Asset Management Marketing team. This role supports... ...that helps promote our investment products to financial advisors and banks. The Investment Marketing Specialist will help...
- SEI Investments Company is seeking an Investment Marketing Specialist for their Asset Management Marketing team. The role focuses on marketing content development for investment products targeting financial advisors and banks. Ideal for early-career professionals with 2...
- ...goals through internal job mobility. SEI is seeking a Senior Investment Marketing Specialist to join the Asset Management Marketing team. You will be... ...that help promote our investment products to financial advisors. Specifically, you will play a key role in bringing our...Flexible hours
- 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...Work experience placementInternshipFlexible hours
- SEI is looking for an Investor Services Analyst to join their growing Alternative Investment Funds Investor Services Team in Oaks, Pennsylvania. You will be responsible for onboarding investors into hedge and private equity funds, enforcing Anti-Money Laundering policies...
- Chief Risk Officer (CRO) The Chief Risk Officer (CRO) will report directly to the CEO with a dotted line to the Risk and Audit Committee of the Board. The CRO will be a member of the Executive Team and will work closely with the Chief Executive Officer, Chief Financial...
- ...The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members to join our Relationship Management... ...investment management/operational experience (Traditional or Alternative). ~ Strong team building skills ~ Excellent Client...Flexible hours
- SEI Investments Company is looking for an Operations Analyst in Oaks, Pennsylvania, to join their rapidly growing investment management team. The role involves acting as an intermediary among various internal and external partners for accurate fund reporting. Key qualifications...Work at office
- A financial services firm located in Oaks, Pennsylvania, is looking for an operations analyst to join its growing Middle Office Bank Debt team. The role involves reviewing and processing bank loan activities, working closely with accounting teams, and ensuring accurate,...Bank staffWork at office
- ...Description Envestnet is seeking a QRG Investment Management Operations Specialist to join our QRG Investment department. This is a hybrid role,... ...platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the...Work at office
- ...cross selling other credit union services like credit cards, investments, insurance and IRA's. Through quality customer interactions that... ...and maintain relationships with business partners and specialists in other departments to maximize sales opportunities and achieve...
$50 - $60 per hour
...discipline. A Master’s or Ph D (completed or in progress) is stronglypreferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE...Hourly payFull timeContract workPart timeWork experience placementRemote work$50 - $60 per hour
...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time...Hourly payContract workWork experience placementRemote workFlexible hours- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members to join our Relationship Management... ...investment management/operational experience (Traditional or Alternative). Strong team‑building skills. Excellent Client Service...Flexible hours
- ...Description We are seeking a talented individual to join our Wealth Investment team at Mercer. This role will be based in King of Prussia or... ...levels of sophistication, across both traditional and alternative investments. Self‑motivation and proven ability to work well...Work at officeFlexible hours3 days per week
- Mercer is seeking an experienced professional to join its Wealth Investment team in King of Prussia, PA as an Investment Consultant. This client-facing role will provide investment consulting services to endowment and foundation clients, requiring strong analytical and...
- Information Security Analyst Job Classification: Full-time/Exempt Department: Information Technology Reports To: Cybersecurity Director Location: Audubon, PA About Us: At Client, we move with a sense of urgency to deliver innovations that improve the ...Full time
- Envestnet is looking for a QRG Investment Management Operations Specialist to join the QRG Investment department. This hybrid role requires in-office work at the Berwyn, PA location, focusing on managing investment portfolios for clients and assisting with various investment...Work at office
- Top Stack is seeking a Senior Operations Associate based in Berwyn, Pennsylvania. This role involves supporting investment operations and enhancing operational efficiency within a collaborative, high-performing team. The ideal candidate will have a Bachelor’s degree in...
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