Operations Analyst - Statements

Sei Investments Company - Oaks, PA

Full-time - Entry Level

Hybrid - Oaks, PA

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

About the position

As an Operations Analyst at SEI, you will play a crucial role in supporting our investment processing, management, and operations solutions. This position is designed for individuals who are detail-oriented and possess strong analytical skills. You will be responsible for analyzing operational processes, identifying areas for improvement, and implementing solutions that enhance efficiency and effectiveness. Your work will directly contribute to our mission of building brave futures for our clients and communities. In this role, you will collaborate with various teams to ensure that operational workflows are optimized and that we are meeting our clients' needs effectively. You will be expected to gather and analyze data, prepare reports, and present findings to stakeholders. Your ability to communicate complex information clearly and concisely will be essential in driving operational excellence. Additionally, you will be involved in monitoring key performance indicators and ensuring compliance with regulatory requirements. You will also have the opportunity to participate in special projects that align with our strategic goals. SEI values innovation and creativity, and you will be encouraged to bring forward new ideas that can help us improve our services and processes.

Responsibilities

• Analyze operational processes and identify areas for improvement.
• Collaborate with cross-functional teams to optimize workflows.
• Gather and analyze data to prepare reports for stakeholders.
• Monitor key performance indicators to ensure operational efficiency.
• Ensure compliance with regulatory requirements and internal policies.
• Participate in special projects aligned with strategic goals.

Requirements

• Strong analytical skills and attention to detail.
• Excellent communication skills, both written and verbal.
• Ability to work collaboratively in a team environment.
• Proficiency in data analysis tools and software.
• Understanding of investment processing and management operations.

Nice-to-haves

• Experience in financial services or asset management.
• Familiarity with regulatory compliance in the financial industry.
• Knowledge of process improvement methodologies.

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
• Investment options
• Access to thriving employee networks