SEI · 13 hours ago
Operations Analyst, Collective Investment Trust
Oaks, PA
Full-time
Hybrid
New Grad, Entry LevelSEI is a leading global provider of investment processing, investment management, and investment operations solutions. The Operations Analyst will coordinate the day-to-day administrative and regulatory functions for collective trusts, supporting various internal teams and ensuring compliance with regulatory standards.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
No H1B
Responsibilities
You will handle daily activities associated with collective funds; including but not limited to trade processing, administrative support, and operational setups
You will prepare account opening and maintenance documents for foreign market investments
You will assist CIT Specialists and Trust Officers with governmental filings and regulatory reporting; preparation of materials to be presented to Trust Company board and committees
You will assist in leading access to the CIT website and oversee all processes related to the maintenance of the website
As a record keeper for the funds, you will be working collaboratively with internal teams regarding the establishment/maintenance of new or changed funds or fund share classes. Additionally, you will be organizing necessary reporting for sub-advisors and internal teams
You will communicate with appropriate internal teams or client teams to resolve open issues and questions, collaborate with internal technology support and vendor support when necessary to resolve any production issues or system support queries
We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to collaborate with a complementary team and grow your career
Qualification
Required
BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent experience
Experience in any of the following fields: Collective Trust Funds, Employee Benefits, Investments, trust and/or insurance administration is ideal but not necessary
Intermediate skills in Microsoft Excel
The self-motivation and aim to supervise multiple client deliverables without sacrificing excellence or quality
Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls
Strong customer service skills as you will be communicating daily with internal and external clients
Preferred
An aim to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments
Collaboration with internal and external partners. As the needs of our clients change, we need to be flexible to change with them
Positivity and congenial approach in assisting both colleagues and clients and the ability to work in team environment
Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun
Benefits
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
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
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.
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
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