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

Operations Analyst- External Custody Team

SEI Investments Company

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 be self‑motivated with the ability to manage multiple tasks and staff concurrently under a time‑sensitive delivery schedule; be goal-oriented and have above‑average communication skills. The Analyst is required to have exceptional problem‑solving and communication skills. They must be able to interact with the technical support teams and department supervisors, as well as provide detailed processing documentation and files that describe the group’s problem‑solving activities. This individual will function as an extension of management, cross‑train staff, and develop a strong core team to ensure tasks are performed in an efficient, time‑sensitive manner. What you’ll do: Provide technical, industry, process, and trouble‑shooting support to a team of operations analysts and specialists within and outside of their own unit/discipline. Responsible for the daily process of activities. Viewed as the ‘subject matter expert’ within Operations and/or SEI. Manage large‑scale projects in terms of criticality and urgency relative to importance for the firm, urgency of time to market, or other measurements deemed applicable by management. Primary focus is on day‑to‑day operational execution, although roles will also include contributing to strategic planning within area of expertise. May be required to provide supervisory responsibilities and apply independent judgement and decision making based on area of expertise. Will act as escalation point and subject matter expert. Direction given to peers and helps complete knowledge transfer to teams. Key contributor in decision‑making process. Other duties as assigned. What we need from you: Undergraduate degree and/or equivalent work experience required. Preference in Accounting, Finance or Business related field. Trade Data Management System (TDMS) knowledge is preferred. SEI Wealth Platform (SWP) knowledge is preferred. Attributes we value: Undergraduate degree and/or equivalent work experience required. Preference in Accounting, Finance or Business related field. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. Benefits: 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. #J-18808-Ljbffr SEI Investments Company

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Operations Analyst- External Custody Team in Oaks, PA vacancy
  • SEI is looking for an Entry Level Operations Analyst to join their External Custody Team in Oaks, Pennsylvania. This position involves providing support for back office processing related to Enhanced Aggregation Services for banking firms on the SEI Wealth Platform. Ideal... 
    Suggested
    Flexible hours

    SEI

    Oaks, PA
    4 days ago
  • 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

    SEI Investments Company

    Oaks, PA
    4 days ago
  •  ...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, remaining... 
    Suggested
    Work experience placement
    Internship
    Flexible hours

    SEI

    Oaks, PA
    18 hours ago
  •  ...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 is...  ...with internal and external clients. What We Need From You... 
    Suggested
    Internship
    Flexible hours

    SEI

    Oaks, PA
    2 days ago
  •  ...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... 
    Suggested
    Bank staff
    Internship
    Work at office
    Flexible hours

    SEI

    Oaks, PA
    18 hours ago
  •  ...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. As the needs of our clients... 
    Internship
    Flexible hours

    SEI Investments Company

    Oaks, PA
    18 hours ago
  • 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

    Oaks, PA
    18 hours 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' alternative... 
    Early shift

    SEI Investments Company

    Oaks, PA
    4 days ago
  •  ...Accountant, Alternative Investment Funds Operations Analyst, AIFS Investor Services Fund Accountant...  .... Collaboration with internal and external stakeholders; flexibility to adapt to changing...  ...clients and the ability to work in a team environment. Curiosity, critical... 
    Summer work
    Internship
    Work at office

    SEI

    Oaks, PA
    18 hours ago
  •  ...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 placement
    Internship
    Flexible hours

    SEI

    Oaks, PA
    3 days 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... 

    SEI Investments Company

    Oaks, PA
    18 hours ago
  • 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

    SEI

    Oaks, PA
    3 days ago
  • 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 placement
    Work at office
    Flexible hours

    SEI Investments Company

    Oaks, PA
    4 days ago
  •  ...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 work
    Work at office

    Moove NA Distribution Holdings, Inc

    King of Prussia, PA
    2 days ago
  •  ...Business Analyst The Investment Manager Services Division (IMS...  ...new members on our Solutions team. Our primary goal is to provide...  ...to assist with internal and external client solutions/product based...  ...will be the liaison between Operations, Solutions, Product and Development... 
    Work at office
    Flexible hours

    SEI Investments

    Mont Clare, PA
    2 days ago
  •  ...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 office
    Flexible hours

    SEI

    Oaks, PA
    2 days ago
  • A financial services firm located in Oaks, Pennsylvania, is looking for an operations analyst to join its growing Middle Office Bank Debt team. The role involves reviewing and processing bank loan activities, working closely with accounting teams, and ensuring accurate,... 
    Bank staff
    Work at office

    SEI

    Oaks, PA
    18 hours ago
  • $80k - $100k

     ...Headquartered in King of Prussia, PA, Quench has more than 1,600 team members operating out of more than 90 locations across North America and...  ...Summary Culligan Quench is hiring a Senior IT Operations Analyst to support the CIO by coordinating operational priorities across... 
    Temporary work
    Work at office
    Local area
    Immediate start

    Culligan Quench

    King of Prussia, PA
    18 hours ago
  • SEI is hiring for multiple roles including Fund Accountant and Operations Analyst in Oaks, Pennsylvania. Candidates must hold a BA/BS in Business, Accounting, Finance, Economics, or Mathematics, and possess strong written and verbal communication skills. Internship experience... 
    Internship

    SEI

    Oaks, PA
    18 hours ago
  •  ...seeking an experienced Business Analyst to collaborate with cross-functional teams in analyzing and documenting business...  ..., with a focus on improving operational efficiency and mitigating risk. Key...  ...collaborate effectively with internal and external stakeholders. Positive and team-... 
    Work at office

    Compunnel, Inc.

    Oaks, PA
    3 days ago
  • SEI is looking for an Investor Services Analyst to join their growing Alternative Investment Funds Investor Services Team in Oaks, Pennsylvania. You will be responsible for onboarding investors into hedge and private equity funds, enforcing Anti-Money Laundering policies... 

    SEI

    Oaks, PA
    3 days ago
  •  ...Analytics and Insights Specialist | Process Improvement Analyst 3 ProSidian is a Management and Operations Consulting Services Firm focusing on providing value...  ...by Management Consultants, our multidisciplinary teams bring together the talents of Global Professionals... 
    Full time
    Contract work
    Part time
    For contractors
    Work at office
    Flexible hours

    ProSidian Consulting

    Norristown, PA
    2 days ago
  • $60.5k

     ...Location Norristown, Pennsylvania Job function Operations Job family Patient Services Shift Day...  ...Job Description Workforce Management Analyst - PS - Norristown, PA, Monday to Friday,...  ...within the patient services leadership team. Collaborate with leaders on scheduling strategies... 
    Full time
    Part time
    Work experience placement
    Work at office
    Monday to Friday
    Flexible hours
    Shift work

    Quest Diagnostics Incorporated

    Norristown, PA
    2 days ago
  •  ...Location: Oaks, PA (Onsite role) Duration Long Term POSITION OVERVIEW: Business Analyst - We are currently seeking a Business Sys. Analysis Senior Specialist to join our team in Oaks, Pennsylvania (US-PA), United States (US). Job Responsibilities Include: Participating... 

    My3Tech Inc

    Mont Clare, PA
    2 days ago
  •  ...Insight Global is currently seeking a Business Analyst/Project Manager for a large pharmaceutical client. This person will be joining...  ...dependencies/risks/timeline changes, and internal technical team/external vendor coordination. This person should have extensive experience... 

    Insight Global

    Lower Gwynedd, PA
    18 hours ago
  •  ...with Laboratory Scientists and Digital Solution Owner to gather user and functional requirements Work with Development and Testing team to explain the user and functional requirements MUST have LIMS experience and a good understanding of laboratory workflows.... 

    Syntricate Technologies

    Collegeville, PA
    4 days ago
  •  ...R10087643 Sr. Business Analyst, Blue Yonder (Open) Location:...  ...Product Delivery and Technical Operations according to customer...  ...enterprise systems (e.g., ERP, external data sources). Customization...  ...work you do. As a member of our team, you play an important role... 
    Full time
    Temporary work
    For contractors
    Work experience placement

    Airgas

    Radnor, PA
    4 days ago
  •  ...Business Analyst Life Sciences Domain Collegeville, Pennsylvania, United States Job Description: 4-7 years of experience in Business...  ...: BAs act as a crucial link between business and technical teams, facilitating clear communication, managing expectations, resolving... 

    5 Star Global Recruitment Partners

    Collegeville, PA
    2 days ago
  • $150k - $175k

     ...Global Sap Sd Business Analyst Location: Malvern, PA (Onsite/Hybrid – as applicable) Employment...  ...act as a bridge between business and It teams, ensuring efficient, standardized, and...  ...points across Sap modules and external applications Organize and support user... 
    Full time
    Work at office

    E-Solutions

    Malvern, PA
    3 days ago
  • $109.2k - $192.51k

     ...Electronic Warfare (GCEW) Business Development team this individual will support our market...  ...Martin Communications, Washington Operations, Corporate Business Development, Corporate...  ...and maintain rapport with internal and external senior executives • Knowledge and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Remote work
    Work from home
    Flexible hours

    Lockheed Martin Corporation

    King of Prussia, PA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Operations Analyst- External Custody Team. Be the first to apply!