SEI · 2 days ago
Product Support Analyst
Oaks, PA
Full-time
Hybrid
Entry Level
1+ years expSEI is a technology and asset management company dedicated to designing innovative investment solutions. The Analyst role focuses on supporting the Managed Accounts segment by planning and executing investment product initiatives, collaborating with internal teams, and providing insights to inform product strategy.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
Responsibilities
Support planning and execution of investment product initiatives, provide expertise to stakeholders, maintain project plans, track progress, and proactively address risks to keep projects on schedule and within budget
Collaborate with internal teams on investment products and enhancements and lead team meetings to set clear agendas and ensure effective communication and accountability
Act as the main contact for partner firms, assist with due diligence and coordinate issue resolution
Research market trends and competitors, analyze data, and provide insights to inform product strategy and positioning
Qualification
Required
Bachelor's degree in finance, business, or a related field (advanced degree, CFA, or progress towards is a plus)
Minimum 1 year of related work experience. Experience with managed accounts and/or advisory platforms preferred
Understanding investment products, including SMAs, model portfolios, mutual funds, and ETFs
Excellent communication skills, including written, verbal, and presentation formats
Strong organizational, analytical, and project-management skills
Demonstrated proficiency in Excel required
Preferred
Curiosity, critical thinking, and attention to detail. Solution-oriented with strong problem-solving skills
Ability to manage multiple priorities in a fast-paced environment
Strong problem-solving skills and a collaborative mindset
Ability to make strategic decisions using data and sound judgement
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection, and fun
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
21 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
Company
SEI
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.
1001-5000 employees
H1B Sponsorship
SEI has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (78)
2024 (28)
2023 (45)
2022 (70)
2021 (22)
2020 (39)
Funding
Current Stage
Public CompanyTotal Funding
unknown1981-04-03IPO
Leadership Team
Alfred West, Jr.
Founder & Chief Executive Officer
Ryan Hicke
Chief Executive Officer
Recent News
2025-12-04
2025-10-25
Company data provided by crunchbase