Global Wealth Settlements Analyst
SEI Investments
SEI in Oaks, PA is seeking a Securities Analyst to join Global Wealth Services Operations, focusing on processing traditional asset settlements for foreign trades and supporting external clients. The role handles multi-currency transactions related to custody of global securities and Forex processing, ensuring timely settlements and accurate accounting across global operations. Strong attention to detail and communication are essential. #J-18808-Ljbffr SEI
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Global Wealth Settlements Analyst in Oaks, PA vacancy
- SEI in Oaks, PA is seeking a Mutual Fund Control Analyst to join a team handling multi-currency transactions for global and domestic funds. The role requires self-motivation, accuracy, and the ability to manage a time-sensitive delivery schedule while coordinating with...Suggested
- SEI in Oaks, PA is seeking an Operations Analyst to support daily trade settlement, including domestic and global settlements and TBA pair-off processing. The role requires accuracy, client responsiveness, and ability to manage multiple time-sensitive tasks. You will interact...Suggested
- ...technology solutions provider in King of Prussia is seeking a Quality Analyst or Business Analyst with over 10 years of experience in web-... ..., solid SQL knowledge, and may have experience in finance and wealth management. This is a long-term contract position with...SuggestedLong term contractContract work
- The External Custody Trade Settlement team is looking to fill an Operations Analyst opening. This team provides support for the Trust 3000 banking firm Principal... ...for the timely matching of domestic and global trades to ensure settlement across multiple depositories...SuggestedWork experience placementWork at officeFlexible hours
- ...businesses. We offer end-to-end platforms for wealth and investment management, delivered as... ...client services. As a Senior Business Analyst, you will support our existing clients, operational... ...years in business, SEI remains a leading global provider of investment processing,...SuggestedWork at officeFlexible hours
- Quality Analyst or Business Analyst with Wealth Management Contract USM Business Systems Inc. is a quickly developing worldwide System Integrator, Software and Product Development, IT Outsourcing and Technology assistance supplier headquartered in Chantilly, VA. We offer...Contract workLocal areaWorldwide
- SEI seeks a Fund Operations Analyst to coordinate and oversee mutual funds, hedge and private equity funds, across the U.S., Canada, Ireland (UCITS), and the UK. You will manage day-to-day cash, trading, and model updates while coordinating with custodians, sub-advisors...
- POSITION SUMMARY: Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, this role will focus on assisting in areas such...Full timeWork experience placementLocal area
- ...POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... .... Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds...Full timeWork experience placementLocal area
$48.8 per hour
...poster from Yoh, A Day & Zimmermann Company Quality Asssurance Analyst III is needed for a contract opportunity with our client located... ...You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network...Hourly payContract work- As a member of the Global Wealth Services Operations Unit, the Securities Analyst will be responsible for processing traditional asset settlements for foreign trades, while supporting external clients. This position will handle multi-currency transactions related to custody...Work experience placementWork at officeFlexible hours
- ...(We may pay expenses for candidates located at more than 100 miles distance)Responsibilities include:· Active participation on the Wealth Advisory Services Implementation and Configuration teams. · Establish relationships within the internal and external business community...
- ...your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move... ....About your role:As a Senior Business Analyst, you will support the delivery of card and... ...authorization, memo posting, clearing, settlement, reversals, adjustments, disputes,...Temporary workH1bWork at officeMonday to Friday
- SEI Wealth Platform in US Operations seeks an Income Analyst to process income events for Mutual Funds and Traditional Assets. You will review client data, enter transactions in multiple systems, set up securities, and handle client inquiries with confidentiality and professionalism...
- Join Hamilton Lane, a global leader in private markets, as we scale... ...to institutional and private wealth investors around the world,... ...Hamilton Lane is seeking a Senior Analyst to join our Treasury team,... ...and quarterly hedge settlements with banking partners in collaboration...Work experience placementWork at office
- We are seeking an experienced Business Analyst to collaborate with cross-functional teams in analyzing and documenting business and functional... ...in financial services, particularly in Asset Management or Wealth Management. Preferred Qualifications Prior exposure to the...Work at office
- SEI (NASDAQ:SEIC) is a leading global provider of investment processing, fund processing, and investment management business outsourcing... ...advisors, and ultra-high-net-worth families create and manage wealth. The series Trust Risk and Liquidity Risk Management Program Coordinator...Work at officeFlexible hours
$34.24 - $52.82 per hour
Business Analyst Join a team where strong documentation and sharp analysis directly shape how work gets done. As a Business Analyst, you... ...You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh's...Contract work- ...Job Summary The Business Technology Analyst supports finance-related business applications across billing and receivables, global travel and expense, and treasury and cash... ...and risk controls. Financial services or wealth management experience. Special Factors...Contract workWork experience placement
- ...RIAs), Banks, Money Managers and the SEI Wealth Network by providing exceptional administrative... ...Trust Company. Middle Office Operations Analysts are dedicated to providing the absolute... ...years in business, SEI remains a leading global provider of investment processing,...Work experience placementWork at officeFlexible hours
- ...thorough regulatory assessments for proposed product changes and support line extensions and supplier changes. The role emphasizes global regulatory expertise and collaboration with multiple departments to ensure compliance across US and international markets. The ideal...
- Business Systems AnalystsMust Have:Financial domain and EDM ExperienceExperience setting up security, equities, pricingSQL skills (for a BA to do data discovery)AGILE skills and tools like jira/confluenceCandidate must have strong knowledge in investment management data...
- ...we offer expert water services and industry-leading solutions globally. Local Culligan teams deliver better drinking water to people at... ...needs to function into systems requirements. The Business Systems Analyst at Quench plays a pivotal role in bridging business needs with...Local areaWork from home
- ...or a related field and two (2) years of experience as Business Analyst, Project Manager, or related occupation. Must have two (2)... ...Custodian Industry, focused on Corporate Actions or back-office trade Settlement in the Securities Services domain within an international Bank...Work at officeRemote workMonday to Friday
$40 per hour
A leading staffing solutions firm is seeking a Supply Chain Analyst in King of Prussia, PA. The role involves gathering data from various systems and entering it into Excel for reporting on metrics like forecast accuracy and inventory management. Candidates must be detail...- ...AnalystLocation: Oaks, PA. Need only local candidates, 3 days onsite Type: C2HJob description:Overview: We are seeking a Business/Data Analyst with strong expertise in data modeling for Business Intelligence and Analytics, particularly in Snowflake, and hands-on experience...Local area
- ...seeking a future team member for the role of Vice President, Data Analyst & BI to join our team. This role is located in Berwyn, PA or... ...better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial...WorldwideFlexible hours
$170k - $220k
...pension space. With a focus on corporates, project finance/infrastructure, asset-backed finance and credit tenant leases, all on a global basis, the team is well-positioned and has the depth of relationships and experience to deliver unique and customized portfolio solutions...Full timeLocal areaWorldwideShift work$84.6k - $211.6k
...assets and current systemsAbility to collaborate effectively with both technical and non?technical stakeholdersIQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries...Full timePart timeImmediate startWorldwide- ...Business System Analysis (Senior Specialist)Location: Oaks, PA (Onsite role)Duration Long TermPOSITION OVERVIEW: Business Analyst - We are currently seeking a Business Sys. Analysis Senior Specialist to join our team in Oaks, Pennsylvania (US-PA), United States (US). Job...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Global Wealth Settlements Analyst. Be the first to apply!


