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 142 SEI Custodial Operations Co
- ...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
- ...new members for our Reconciliation team. As an operations analyst, you will act as an intermediary between... ...accountant teams to ensure that custodial and prime broker accounts are reconciled... .... Collaboration with internal and external stakeholders and flexibility to...SuggestedWork experience placementInternshipFlexible hours
- ...Institutional Private Client (IPC) team. Our primary goal is to provide... ..., mutual funds, or ETFs. As an operations analyst, you will ensure the reconciliation of custodial and prime broker accounts are... ...daily with internal and external clients. What we would like from...SuggestedInternshipFlexible hours
- ...Investment Manager Services Analyst The Investment Manager Services... ...the Middle Office Bank Debt team. Our primary goal is to... ...collateral management funds. As an operations analyst, you will act as an... ...internally, as well as externally with clients and service providers...Bank staffInternshipWork at officeFlexible hours
- ...Investment Manager Services Analyst The Investment Manager Services... ...Separately Managed Accounts team. Our primary goal is to... ...servicing for our clients. As an operations analyst you'll act as the... ...Collaboration with internal and external partners. As the needs of our...InternshipFlexible 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' alternative...Early shift
- ...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
- 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...
- ...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
- A leading financial services firm is looking for an Operations Analyst to join their rapidly growing Institutional Private Client team. This role involves ensuring accurate reconciliation of custodial and prime broker accounts, collaborating with various internal teams...
- 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
- 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...
- Overview The Middle Office Team supports Registered Investment Advisors (RIAs), Banks... ...‑net‑worth clients. The Middle Office Operations Analyst will provide back‑office support and... ...other characteristic protected by law. #J-18808-Ljbffr 142 SEI Custodial Operations CoWork experience placementWork at officeFlexible hours
- ...Accountant, Alternative Investment Funds Operations Analyst, AIFS Investor Services Fund... ...accuracy. Collaboration with internal and external stakeholders. As the needs of our... ...and clients and the ability to work in team environment. Curiosity, critical thinking...Summer workInternshipWork at officeFlexible hours
- ...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
- ...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
- ...The Middle Office Team supports 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 must have a strong client oriented approach and should possess...Work experience placementWork at officeFlexible 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...
- 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
- 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...Flexible hours
- 142 SEI Custodial Operations Co in Oaks, Pennsylvania, is seeking a Middle Office Operations Analyst. The role involves providing back-office support and personal account management within the Independent Advisor Solutions Network, ensuring high-quality service for high...Work at office
$22 per hour
...services firm offering financial, operational, and technology consulting... ...a Financial Operations Analyst to join a fast-growing investment... ...relationships with internal and external stakeholders. · Manage high... ...and wisdom of the team. At SolomonEdwards, we have built...Hourly payContract workInternshipWork at office3 days per week- ...Hamilton Lane is looking to expand our team to satisfy the needs of our growing client... ...5. The Opportunity: As a Credit Operations Team Member, you will be responsible for... ...various stakeholders both internal and external to maintain fund operations and meet deadlines...Flexible hours
- ...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
- ...new members on our Solutions team. Our primary goal is to provide... ...funds. As a business analyst, you will serve as a dedicated... ...to assist with internal and external client solutions/product based... ...will be the liaison between Operations, Solutions, Product and Development...Work at officeFlexible hours
- ...client assets as of April 30, 2026. Position The Regional Operations Analyst will serve as a key support resource to the Director of Business Execution and the Mid-Atlantic Regional leadership team. Based in our Conshohocken office, this is an entry-level to...Work at officeLocal area
- ...Why join the Novacore team? Because your next stellar chapter starts here - and we're building something bold and meaningful... ...transforming commercial insurance - we want to meet you. Operations Analyst 2 The Operations Analyst 2 is a key member of the operations...Work at officeHome office
- ...new members on our Solutions team. Our primary goal is to provide... ...funds. As a business analyst, you will serve as a dedicated... ...to assist with internal and external client solutions/product based... ...will be the liaison between Operations, Solutions, Product and Development...Work at officeFlexible hours
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