Operations Analyst I, Collective Investment Trust

Investment Manager Services Division (IMS) Collective Investment Trusts (CIT) Team

SEI's Collective Investment Trusts (CIT) team is responsible for establishing and maintaining collective trusts under the rules of its direct regulator and standards of the Department of Labor, Internal Revenue Service and other regulatory bodies. This team works closely with internal divisions including the ITA, IFS, Compliance, Legal, etc. The CIT Team currently supports around 470 collective funds with almost $100+ billion in AUM working with over 135 investment sub-advisors.

As an operations analyst, you will coordinate the day-to-day administrative and regulatory functions for our growing list of collective trusts/funds.

What You Will Do:

• Handle daily activities associated with collective funds; including but not limited to trade processing, administrative support, and operational setups
• Prepare account opening and maintenance documents for foreign market investments
• Assist CIT Specialists and Trust Officers with governmental filings and regulatory reporting; preparation of materials to be presented to Trust Company board and committees
• Assist in leading access to the CIT website and oversee all processes related to the maintenance of the website
• Work collaboratively with internal teams regarding the establishment/maintenance of new or changed funds or fund share classes. Additionally, organize necessary reporting for sub-advisors and internal teams
• Communicate with appropriate internal teams or client teams to resolve open issues and questions, collaborate with internal technology support and vendor support when necessary to resolve any production issues or system support queries
• Attend and participate in various IMS and corporate professional development sessions to acquire the tools to identify processes across the division and organization. Collaborate with a complementary team and grow your career

What We Need From You:

• BA/BS in Business, Accounting, Finance, Economics, Mathematics or equivalent experience
• Experience in any of the following fields: Collective Trust Funds, Employee Benefits, Investments, trust and/or insurance administration is ideal but not necessary
• Intermediate skills in Microsoft Excel
• The self-motivation and aim to supervise multiple client deliverables without sacrificing excellence or quality
• Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls
• Strong customer service skills as you will be communicating daily with internal and external clients

What We Would Like From You:

• An aim to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments
• Collaboration with internal and external partners. As the needs of our clients change, we need to be flexible to change with them
• Positivity and congenial approach in assisting both colleagues and clients and the ability to work in team environment
• Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

SEI's competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 16 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.