Operations Analyst- External Custody Team
142 SEI Custodial Operations Co
Position Overview The External Custody Team is hiring an Entry Level Operations Analyst to support back‑office processing for our Enhanced Aggregation Services on the SEI Wealth Platform. The role provides time‑sensitive technical, industry, and process support to a team of operations analysts and specialists. Key Responsibilities Deliver technical, industry, and troubleshooting support to internal and external operations personnel. Manage daily operational activities and document processes. Act as a subject‑matter expert and escalation point within Operations and the SEI Wealth Platform. Lead or assist in large‑scale projects, applying independent judgment and decision‑making. Contribute to strategic planning within the area of expertise and provide supervisory support when required. Facilitate knowledge transfer and coordinate with peers and management. Required Qualifications Undergraduate degree or equivalent work experience (Accounting, Finance, or Business preferred). Strong problem‑solving, communication, and multitasking abilities. Experience or familiarity with Trade Data Management System (TDMS) and the SEI Wealth Platform (SWP) is preferred. Self‑motivated, goal‑oriented, and able to work within a time‑sensitive schedule. Values and Culture Understands and embodies SEI Values: courage, integrity, collaboration, inclusion, connection, and fun. Benefits Health, dental, vision, prescription, and wellness benefits. Life and disability insurance with premium coverage. 401(k) match and education assistance. Hybrid working environment, flexible PTO, paid parental leave, and volunteer days. Compassionate programs such as back‑up childcare and commuter benefits. Equal Opportunity SEI is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, pension, or other protected characteristic. #J-18808-Ljbffr
- ...The External Custody Team is looking to fill an Entry Level Operations Analyst position. This team will provide support on back office processing for the Enhanced Aggregation Services offered to our SEI Wealth Platform banking firms. The individual we are seeking must...SuggestedWork experience placementFlexible hours
- ...SEI Investments Company is seeking an Entry Level Operations Analyst in Oaks, Pennsylvania. This role involves providing support on back office processing for the SEI Wealth Platform. Ideal candidates will be self-motivated with exceptional problem-solving and communication...Suggested
- ...members on our Reconciliation team. Our primary goal is to... ...mutual funds, or ETFs. As an operations analyst, you will act as an intermediary... ...the reconciliation of custodial and prime broker accounts are... ...Collaboration with internal and external stakeholders. As the needs...SuggestedWork experience placementInternshipFlexible hours
- ...a Mutual Fund Control Analyst the role requires a self... ...to work in a team environment, manage multiple... ...transactions related to custody of global and domestic... ...both internal and external clients and will also... ...activities within US Operations. The individual must handle...SuggestedWork experience placementWork at officeFlexible hours
- ...Mutual Fund Control Analyst As a Mutual Fund Control... ...Analyst, you will work in a team environment managing... ...tasks related to the custody of global and domestic... ...both internal and external clients is required, and... ...team members and US Operations as needed. Responsibilities...SuggestedWork experience placementWork at office
- ...on our Institutional Transfer Agency Team. The Operations Analyst is responsible for assisting the staff... ...do: Engage with internal and external clients, as well as teammates, on the... ...Process shareholder wire reports and custody money movements. You will work to...InternshipFlexible hours
- ...As a Mutual Fund Trade Analyst the role requires a... ...individual to work in a team environment, manage multiple... ...related to custody of global and domestic... ...with both internal and external clients. This position... ...activities within US Operations. The individual must be...Work experience placementWork at office
- 142 SEI Custodial Operations Co is looking for a Mutual Fund Trade Analyst in Oaks, Pennsylvania. The successful candidate will effectively handle... ...excellent customer service to internal and external clients. You will work in a team environment, interacting daily with...
- What you will do: Engage with internal and external clients, as well as teammates, on the... ...reports Process shareholder wire reports and custody money movements. You will work to assist... ...to collaborate with a complimentary team and enhance your career What we must have...InternshipFlexible hours
- ...as an intermediary between accounting, operations, and development groups internally and with... ...Accounting and Portfolio Accounting teams to understand client portfolio and fund... ...assignments. Collaboration with internal and external stakeholders; flexibility to adapt to...InternshipWork at office
- ...rapidly and is seeking a new member for its Centralized Operations team. The entry‑level Operations Analyst will provide technical and functional support to... ...concepts to daily tasks. Collaboration across internal and external stakeholders, showing flexibility as client needs...Internship
- ...members on our Separately Managed Accounts team. Our primary goal is to provide... ...administration servicing for our clients. As an operations analyst, you’ll act as the liaison between... ...accuracy. Collaboration with internal and external partners. Flexibility to adapt as...InternshipVisa sponsorshipFlexible hours
- 181 SEI Global Services, Inc. is seeking an operations analyst for their Reconciliation team in Oaks, Pennsylvania. The role involves working closely with... ...teams to ensure accurate reconciliations of custodial accounts. Ideal candidates will have a BA in a related...
- ...SEI Investments Company in Oaks, Pennsylvania, is seeking an Operations Analyst for their Reconciliation team. The role involves ensuring accurate reconciliations between custodial accounts and the fund accounting teams while providing exceptional service for clients'...Early shift
- ...rapidly and is seeking new members on our Centralized Operations team. The entry-level Operations Analyst provides technical and function support to account... ...and development groups internally, as well as externally with clients and service providers. What you'll...InternshipFlexible hours
- ...members on the Middle Office Bank Debt team. Our primary goal is to provide exceptional... ...collateral management funds. As an operations analyst, you will act as an intermediary between... ...groups internally, as well as externally with clients and service providers to ensure...Bank staffInternshipWork at officeFlexible hours
- SEI is looking for an Operations Analyst to join the Reconciliation team in Oaks, Pennsylvania. The successful candidate will be responsible for ensuring the reconciliation of custodial and prime broker accounts, coordinating communication with clients and internal teams...Flexible hours
- SEI is looking for a self-motivated Mutual Fund Trade Analyst to join our Oaks, Pennsylvania team. The role demands effective management of daily trade transactions while collaborating with internal and external clients to ensure accuracy and timely settlements. The ideal...Work at office
- ...Accountant, Alternative Investment Funds Operations Analyst, AIFS Investor Services Fund Accountant... .... Collaboration with internal and external stakeholders. As the needs of our clients... ...and clients and the ability to work in a team environment. Curiosity, critical...Summer workInternshipWork at officeFlexible hours
- ...new members on our Alternative Investment Funds Investor Services Team. The primary goal is to provide exceptional customer service and... ...of quality and accuracy. Collaboration with internal and external partners; flexibility to adapt to changing client needs. Positive...Permanent employmentWork experience placementInternship
- ...Investment Funds Investor Services Team. Our primary goal is to... ...transactions. As an Investor Services Analyst, you are required to follow... ...with internal and external partners. As the needs of our... ...investment management, and investment operations solutions. Reflecting our...Work experience placementInternshipFlexible hours
- ...A leading investment management firm in Pennsylvania is seeking an Operations Analyst for their Separately Managed Accounts team. The role involves providing investment support, overseeing account changes, and ensuring quality control. Ideal candidates will have a BA/BS...Flexible hours
- ...date. Amend and upload changes under strict operating procedures as defined by company policy.... ...and manage all internal and occasionally external telephone & written inquiries in a... ...required to perform review of input of other team members work as authorized by team leaders...Contract workFlexible hours
- ...The Client Operations Analyst is responsible for managing the daily processing of client requests... .... Collaborate with internal support teams (Client Services, Operations, IT, etc.)... ...class communication to all internal and external stakeholders. Monitor trends and...Work at office2 days per week3 days per week
$47k - $78k
...potential. JOB DESCRIPTION: The Distribution Operations Analyst, on the Distribution Enablement team, will be responsible for the distribution & agency... ...CNA regions, business units, underwriters and external distribution partners. Collaborate with...Work experience placementWork at officeRelocation2 days per week3 days per week- SEI Investments Company is seeking a Mutual Fund Control Analyst to join their team in Oaks, Pennsylvania. This entry-level position requires a motivated individual to manage transactions related to global and domestic mutual funds while providing exceptional client service...Flexible hours
- A leading investment management firm in Oaks, Pennsylvania, is seeking an Operations Analyst for its Separately Managed Accounts team. The successful candidate will provide vital investment support by managing account changes, performing quality checks, and resolving discrepancies...
- ...businesses driving energy transition, streamline operations through integrated logistics, and... ...and bonus calculation for the sales team, including: Maintain the sales team’s quotas... ...in interacting with internal and external resources at all management levels; demonstrates...Contract workWork at office
- ...SEI Investments Company based in Oaks, Pennsylvania is seeking a detail-oriented professional to engage with internal and external clients, process trades, and maintain shareholder accounts. The ideal candidate will possess a BA/BS in finance-related fields and have strong...
- ...funds. Positions Fund Accountant Alternative Investment Funds Operations Analyst AIFS Investor Services Fund Accountant Investment Fund... ...the client service objectives. Collaborate with internal and external stakeholders to ensure timely and quality service delivery....Summer workInternshipWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Operations Analyst- External Custody Team. Be the first to apply!
- network operations center analyst Oaks, PA
- client operations analyst Oaks, PA
- operations analyst Oaks, PA
- security operations center analyst Oaks, PA
- customer success operations analyst Oaks, PA
- operations analyst intern Oaks, PA
- senior vice president of operations Oaks, PA
- fund operations Oaks, PA
- analyst sales operations Oaks, PA
- investment operations Oaks, PA


