SEI · 2 days ago

Operations Analyst, AML

Oaks, PA

Full-time

Hybrid

Entry Level

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ConsultingFinancial Services

Insider Connection @SEI

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Responsible for onboarding investors into clients' hedge and private equity funds, ensuring accurate data points and documentation are received at the time of subscription.

Carry out Anti-Money Laundering policies and procedures when reviewing investor transactions.

Monitor clients' bank accounts for investor wire activity and create wire templates for investor payments.

Generate and reconcile investor reporting, such as investor capital statements, and disseminate approved documentation to clients' end investors.

Correspond with investment managers and investors regarding day-to-day inquiries and provide quality service.

Attend professional development sessions to identify processes and collaborate with a diverse team for career growth.

Qualification

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Internship ExperienceMicrosoft ExcelProblem-SolvingSelf-MotivationOrganizationDriveExcellenceQualityWritten CommunicationVerbal CommunicationCustomer ServiceFinancial services industry knowledgeClient assistanceProcess improvementAttention-to-detailCollaborationPositivityCritical thinkingFlexibilityTeamworkCuriosityIntegrity

Required

BA / BS in Accounting, Finance, Economics, Mathematics, or equivalent work experience

Internship experience preferred

Intermediate skills in Microsoft Excel

The self-motivation, organization and drive to complete multiple client deliverables in a timely manner 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 your clients and other service providers

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

Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy

Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them

Positivity and collegial approach in assisting both colleagues and clients and the ability to work in a 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. Please see our website for more information. https://www.seic.com/