Operations Analyst, Collective Investment Trust

Sei Investments Company - Oaks, PA

Full-time - Entry Level

Remote - Oaks, PA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Operations Analyst position within the Collective Investment Trust (CIT) team at SEI involves coordinating day-to-day administrative and regulatory functions for collective trusts and funds. The role supports a growing list of collective funds, ensuring compliance with regulatory standards and facilitating communication between various internal teams and external clients.

Responsibilities

• Handle daily activities associated with collective funds, including trade processing and administrative support.
• Prepare account opening and maintenance documents for foreign market investments.
• Assist CIT Specialists and Trust Officers with governmental filings and regulatory reporting.
• Prepare materials for presentation to Trust Company board and committees.
• Oversee processes related to the maintenance of the CIT website.
• Collaborate with internal teams regarding the establishment and maintenance of new or changed funds or fund share classes.
• Organize necessary reporting for sub-advisors and internal teams.
• Communicate with internal and client teams to resolve open issues and questions.

Requirements

• BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent experience.
• Experience in Collective Trust Funds, Employee Benefits, Investments, trust and/or insurance administration is ideal but not necessary.
• Intermediate skills in Microsoft Excel.
• Self-motivation and ability to supervise multiple client deliverables without sacrificing quality.
• Strong written and verbal communication skills.

Nice-to-haves

• Aiming to broaden knowledge of the financial services industry.
• Flexibility to adapt to changing client needs.
• Positivity and congenial approach in assisting colleagues and clients.
• Curiosity, critical thinking, and attention to detail.

Benefits

• 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
• Discounted stock purchase plan
• Access to thriving employee networks