SEI · 21 hours ago
Controls Analyst- Part Time
District of Columbia, United States
Part-time
Hybrid
New Grad, Entry LevelSEI is a technology and asset management company delivering on their promise of building brave futures. The Middle Office Controls Analyst will review, analyze, and enter client information and transactions to fulfill requests while ensuring accuracy and providing value-added service.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
No H1B
Responsibilities
Review, analyze, and process client information and transactions using advanced systems such as the SEI Wealth Platform, Salesforce, OnBase Unity and others
Interpret monetary requests, understand client goals, and apply SEI’s guidelines to deliver tailored solutions
Ensure every client request is completed with the highest quality, confidentiality, and attention to detail
Spot errors, identify trends, and recommend smart solutions to enhance our processes
Work closely with advisors, reach out for more information when needed, and contribute to projects that shape our future
Monitor work queues, adjust resources, and complete all items by internal and external cutoff times
Learn new functions, participate in departmental projects, and grow your expertise
Qualification
Required
Strong dedication to quality customer service
Excellent analytical and problem-solving skills
Strong interpersonal and communications skills
Ability to prioritize in a high-volume environment
Ability to grasp complex concepts, multi-task and be detail oriented
Excellent organizational skills and ability to prioritize in a high-volume environment
Must be a team player with an ability to work independently with minimal supervision
Knowledge of Microsoft Word and Excel
For this position, SEI is not hiring individuals who require sponsorship for employment or continued employment now or anytime in the future
Preferred
B.S/B.A. in Business, Accounting or Finance preferred
Familiarity with the mutual fund industry
Benefits
Comprehensive care for your physical and mental well-being
Strong retirement plan
Tuition reimbursement
Hybrid working environment for most roles
Support for working parents
Flexible Paid Time Off (PTO)
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
Company
SEI
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.
Founded in 1968
1001-5000 employees
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
The Motley Fool
2026-01-19
2026-01-09
Company data provided by crunchbase