Operations Analyst - Separately Managed Accounts
SEI Investments
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 in a relevant field, strong communication skills, and proficiency in Microsoft Excel. The position is hybrid and offers comprehensive benefits including healthcare, a retirement plan, and flexible Paid Time Off, promoting a healthy work-life balance. #J-18808-Ljbffr SEI
- 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...Accounts
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Separately Managed Accounts team. Our primary goal is to provide exceptional... ...servicing for our clients’. As an operations analyst you’ll act as the liaison...AccountsInternshipFlexible hours
- The Investment Manager Services Division (IMS) at SEI is growing rapidly... .... As an Investor Services Analyst, you are required to follow... ...our clients’ bank accounts for investor wire activity. You... ...investment management, and investment operations solutions. Reflecting our...AccountsWork experience placementInternshipFlexible hours
- SEI is looking for an Operations Analyst to join the Reconciliation team in Oaks, Pennsylvania. The successful candidate will be responsible... ...ensuring the reconciliation of custodial and prime broker accounts, coordinating communication with clients and internal teams....AccountsFlexible hours
- 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'...AccountsEarly shift
- Overview The Investment Manager Services Division (IMS) at SEI is growing rapidly and seeks... ...investment funds, mutual funds, or ETFs. As an operations analyst, you will ensure the reconciliation of custodial and prime broker accounts is accurate. Responsibilities In the...AccountsInternshipFlexible hours
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new... ...investment funds, mutual funds, or ETFs. As an operations analyst, you will act as an intermediary between the funds and the fund accountant teams to ensure the reconciliation of...AccountsWork experience placementInternshipFlexible hours
- ...Investment Advisors (RIAs), Banks, Money Managers and the SEI Wealth Network by providing... ...‑net‑worth clients. The Middle Office Operations Analyst must have a strong client‑oriented... ...service, back‑office support, and personal account management to clients within the Advisor...AccountsWork experience placementWork at officeFlexible hours
- ...HVAC Account Coordinator/Operations Coordinator EMCOR Mechanical Services has opportunities for an HVAC Account Coordinator/Operations Coordinator... ...for open work orders on dedicated National/Supplier Management Accounts to meet the contractual obligations of each client...AccountsFor contractorsWork at office
- SEI Investments Company in Oaks, Pennsylvania is seeking a Trading Specialist to enhance operations within its subsidiary. This role involves managing new and existing client accounts, ensuring compliance with regulations, and engaging with ETF issuers. The ideal...Accounts
- SEI is hiring for a position focused on managing new and existing accounts, processing exchanges, and maintaining compliance with operational standards. Candidates must have strong communication and organizational skills and a minimum of three years' experience in broker...Accounts
- ...SIDCO"), a broker-dealer subsidiary of SEI, operates services and supports two lines of... ...Trading Specialist include: New Accounts - Opening / entering, processing, due-diligence... ..., processing, agreement/document management and maintenance in the SIDCO client profile...AccountsWork experience placementFlexible hours
$53k - $85.47k
...Account Manager I Job Category: Account Management Location: Norristown, PA 19403, USA Description The Account Manager is responsible... ...aspects of collections in conjunction with the respective operations management Client Stewardship- Responsible for conducting...AccountsMinimum wageFull timeContract workWork at officeLocal areaImmediate startFlexible hours- ...Description Envestnet is seeking a QRG Investment Management Operations Specialist to join our QRG Investment department. This is... ...management channel. QRG provides both equity and fixed income separate account strategies and uses quantitative processes to...AccountsWork at office
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on... ...clients' assigned collateral management funds. As an operations analyst, you will act as an intermediary between accounting, operations, and development groups internally,...Bank staffInternshipWork at officeFlexible hours
- ...annual emergency action plans. Manages the day-to-day... ...for direct reports, assisting operations managers with performance management... ...Supervises month‑end branch accounting close to ensure all data and... ...ensure adherence to company separation of duties and controls. What...AccountsFull timeTemporary workFor subcontractorWork at officeLocal areaFlexible hours
$24 per hour
Addison Group in Wayne, PA is seeking an Accounts Receivable Specialist to manage billing, collections, and reconcile customer accounts. Candidates should have 3-5 years of relevant experience, exceptional attention to detail, and excellent communication skills. This contract...AccountsContract work- Addison Group is seeking an Accounts Receivable Specialist in Radnor, PA. In this contract-to-hire position, you will manage past-due accounts, ensuring timely resolution and excellent service to both internal teams and external partners. Required qualifications include...AccountsContract work
$60.5k
...Norristown, Pennsylvania Job function Operations Job family Patient Services Shift Day... ...Hybrid Job Description Workforce Management Analyst - PS - Norristown, PA, Monday to Friday... ...buy-up option * Flexible Spending Accounts * Annual incentive plans * Matching...AccountsFull timePart timeWork experience placementWork at officeMonday to FridayFlexible hoursShift work- ...group within SEI’s Asset Management organization, focused... ...new markets. The team operates across two core... ...strategic growth. The Analyst role sits within the Investment... ...on SEI’s Managed Accounts business. This role supports... ...clients access to separately managed accounts (SMAs...Accounts
- A national lubricant distribution leader located in King of Prussia, Pennsylvania is seeking a qualified candidate to manage sales commission programs and reporting analysis. Candidates should hold a Bachelor's degree and possess 2-5 years of related experience. Responsibilities...
$90k - $110k
Our client is looking for a Accounting Manager. The Accounting Manager is a key member of the Finance team responsible for overseeing all aspects... ...and maintain the company's chart of accounts. Accounting Operations: Manage the accounts payable and accounts receivable...AccountsLocal area$31 per hour
Position: Accounts Receivable Specialist Location: Radnor, PA Pay: $31.00 / Hour Employment Type: Contract to Hire Benefits: This position... ...seeking a detail-driven Accounts Receivable Specialist to help manage and resolve past‑due accounts while delivering excellent...AccountsContract workLocal area- ...strategic workforce solutions that help you manage your talent and business more efficiently... .... Job Description Job Title: Financial Analyst Duration: 2 Months Location: North Wales... ...Top 3 requirements/experience: Accounts payable Accounts receivable Oracle GL experience...Accounts
- A leading investment firm in Pennsylvania is seeking an Analyst for their Managed Accounts business. This role involves supporting the execution of investment product initiatives, enhancing existing products, and liaising with partner firms. Ideal candidates will have...Accounts
$20k - $40k
...Associate Account Manager Clean Earth is a leading provider of environmental services in the United States providing remediation, disposal... .... Resolve problems and coordinate customer needs with Operations and/or Customer Experience group. Works as liaison...AccountsContract workLocal area- ...financial aid and student billing. Oversee the daily operation of the Financial Services Offices, managing staff such as Financial Services Counselors,... ...meetings. Manage financial aid drawdown and student account applications for federal, state, and private loans,...AccountsWork at office
- ...Analytics and Insights Specialist | Process Improvement Analyst 3 ProSidian is a Management and Operations Consulting Services Firm focusing on providing value... ...eligible employees a complete Flexible Spending Account (FSA) Plan and a tax benefit. ~ Purchasing Discounts...AccountsFull timeContract workPart timeFor contractorsWork at officeFlexible hours
- Villanova University is seeking a Disbursements Assistant to manage accounts payable duties within the University’s Accounts Payable Office. This full-time position supports payment processing, supplier communication, and invoice management. The ideal candidate will have...Full timeWork at office
- ...Job Summary The Category Manager performs daily activities associated with the sourcing and procurement of services, including categories... ...savings opportunities Analyzes and corrects as necessary Accounts Payable discrepancies Formulates strategic sourcing options...Contract work
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