Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Operations Analyst - Separately Managed Accounts in Oaks, PA vacancy
  •  ...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... 
    Accounts
    Internship
    Flexible hours

    SEI

    Oaks, PA
    23 hours ago
  • 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

    SEI Investments Company

    Oaks, PA
    4 days ago
  • 181 SEI Global Services, Inc. is seeking an Operations Analyst for its Separately Managed Accounts team in Oaks, Pennsylvania. The role focuses on providing exceptional investment support and managing account operations. Qualifications include a BA/BS in a relevant field... 
    Accounts
    Flexible hours

    181 SEI Global Services, Inc.

    Oaks, PA
    2 days ago
  • Job Overview The Investment Manager Services Division (IMS) at SEI is growing...  ...and is seeking new 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... 
    Accounts
    Internship
    Visa sponsorship
    Flexible hours

    181 SEI Global Services, Inc.

    Oaks, PA
    2 days ago
  •  ...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... 
    Accounts
    Work experience placement
    Internship
    Flexible hours

    SEI

    Oaks, PA
    4 days ago
  •  ...Registered Investment Advisors (RIAs), Banks, Money Managers and the SEI Wealth Network by providing...  ...services to high‑net‑worth clients. The Middle Office Operations Analyst will provide back‑office support and personal account management within the Independent Advisor... 
    Accounts
    Work experience placement
    Work at office
    Flexible hours

    142 SEI Custodial Operations Co

    Oaks, PA
    2 days ago
  •  ...Solutions to clients across the globe, we manage approximately $145.6B in discretionary...  ...5. The Opportunity: As a Credit Operations Team Member, you will be responsible for...  ...transactions as required. Reconcile loan accounts and resolve any discrepancies promptly.... 
    Accounts
    Flexible hours

    Hamilton Lane

    Conshohocken, PA
    1 day ago
  •  ...Investment Manager Services Division (IMS) at SEI SEI is growing...  .... As an Investor Services Analyst, you are required to follow our...  ...supervising our clients' bank accounts for investor wire activity....  ...investment management, and investment operations solutions. Reflecting our... 
    Accounts
    Work experience placement
    Internship
    Flexible hours

    SEI Investments

    Mont Clare, PA
    1 day ago
  •  ...Operations Analyst The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Centralized Operations...  ...Operations Analyst provides technical and function support to account uses. You will interact with accounting and other... 
    Accounts
    Internship
    Flexible hours

    SEI Investments

    Mont Clare, PA
    11 minutes ago
  •  ...As a Mutual Fund Trade Analyst the role requires a self-motivated...  ...work in a team environment, manage multiple tasks in a time-sensitive...  ...related activities within US Operations. The individual must be able...  ...up securities, general account level maintenance, and some level... 
    Accounts
    Work experience placement
    Work at office
    Flexible hours

    SEI Investments

    Oaks, PA
    23 hours ago
  • SEI Investments is seeking an Investment Manager Services Analyst in Mont Clare, Pennsylvania. The role involves ensuring accurate reconciliations between custodial accounts and fund accounting teams. Candidates should have a BA/BS in relevant fields, strong Excel skills... 
    Accounts

    SEI Investments

    Mont Clare, PA
    4 days ago
  • 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.... 
    Accounts
    Flexible hours

    SEI

    Oaks, PA
    4 days ago
  • 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'... 
    Accounts
    Early shift

    SEI Investments Company

    Oaks, PA
    3 days ago
  • SEI is looking for an Operations Analyst in Oaks, Pennsylvania. In this role, you’ll ensure accurate reconciliation of accounts for our clients while collaborating with internal teams to meet service expectations. A BA in a related field is required, alongside strong communication... 
    Accounts

    SEI

    Oaks, PA
    4 days ago
  • 181 SEI Global Services, Inc. is seeking an operations analyst for their Reconciliation team in Oaks, Pennsylvania. The role involves working closely with Fund Accounting and Portfolio Accounting teams to ensure accurate reconciliations of custodial accounts. Ideal candidates... 
    Accounts

    181 SEI Global Services, Inc.

    Oaks, PA
    2 days ago
  • A leading financial services firm is looking for an Operations Analyst to join their rapidly growing Institutional Private Client team. This...  ...accurate reconciliation of custodial and prime broker accounts, collaborating with various internal teams, and delivering exceptional... 
    Accounts

    SEI Investments Company

    Oaks, PA
    4 days ago
  • Operations Analyst, Institutional Private Client parental leave, paid time off, paid holidays, tuition...  ...01(k), retirement plan The Investment Manager Services Division (IMS) at SEI is...  ...reconciliation of custodial and prime broker accounts is accurate. What you will do Work... 
    Accounts
    Internship
    Flexible hours

    SEI

    Oaks, PA
    3 days ago
  •  ...systems Setting up securities, general account level maintenance, and some level of client...  .... Interact effectively with multiple operational processing teams. Maintaining the...  ...confidentiality, quality and privacy. Manage a time-sensitive delivery schedule. Interface... 
    Accounts
    Work experience placement
    Work at office
    Flexible hours

    SEI

    Oaks, PA
    2 days ago
  • Overview The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking...  ...for our Reconciliation team. As an operations analyst, you will act as an intermediary between the funds and the fund accountant teams to ensure that custodial and prime broker... 
    Accounts
    Work experience placement
    Internship
    Flexible hours

    181 SEI Global Services, Inc.

    Oaks, PA
    2 days ago
  •  ...Company is seeking a Mutual Fund Control Analyst to join their team in Oaks, Pennsylvania...  ...requires a motivated individual to manage transactions related to global and domestic...  ...preference for candidates with a degree in Accounting, Finance, or Business is noted.... 
    Flexible hours

    SEI Investments Company

    Oaks, PA
    2 days ago
  •  ...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... 
    Accounts
    Work experience placement
    Work at office
    Flexible hours

    SEI

    Oaks, PA
    2 days ago
  •  ...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... 
    Accounts
    For contractors
    Work at office

    EMCOR Group

    Norristown, PA
    4 days ago
  • 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 Investments Company

    Oaks, PA
    23 hours ago
  • 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

    SEI

    Oaks, PA
    2 days ago
  • The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds...  ...reviewing all investor transactions. Supervise clients’ bank accounts for investor wire activity and create wire templates to facilitate... 
    Accounts
    Permanent employment
    Work experience placement
    Internship

    181 SEI Global Services, Inc.

    Oaks, PA
    2 days ago
  •  ...characteristic protected by law. Description The Regional Account Manager is responsible for sales revenue generation within a...  ...Development Manager, and Marketing. Procurement and Operations Staff. Finance Staff including Credit, Collections, and... 
    Accounts
    Relocation

    USTC

    Collegeville, PA
    1 day ago
  •  ...and relationship building activity. New Accounts - Opening, entering, processing, due‑diligence...  ..., processing, agreement/document management and maintenance in the SIDCO client profile...  ...On‑call for ETF support after‑hours operation Order taking via the phone for institutional... 
    Accounts
    Work experience placement

    031 SEI Investments Distribution Co.

    Oaks, PA
    4 days ago
  •  ...SIDCO"), a broker‑dealer subsidiary of SEI, operates services and supports two lines of...  ...and redemption. Responsibilities New Accounts - opening/entering, processing, due diligence...  ..., processing, agreement/document management and maintenance in the SIDCO client profile... 
    Accounts
    Work experience placement
    Flexible hours

    SEI

    Oaks, PA
    2 days ago
  •  ...Team is looking to fill an Entry Level Operations Analyst position. This team will provide...  ...be self-motivated with the ability to manage multiple tasks and staff concurrently...  ...work experience required. Preference in: Accounting, Finance or Business related field.... 
    Work experience placement
    Flexible hours

    SEI

    Oaks, PA
    4 days ago
  •  ...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 staff
    Internship
    Work at office
    Flexible hours

    SEI

    Oaks, PA
    23 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Operations Analyst - Separately Managed Accounts. Be the first to apply!