Operations Analyst I, Transfer Agency Services

USA - PA - Oaksonsitemid

Posted today · via Workday

About this role

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Institutional Transfer Agency Team. The Operations Analyst is responsible for assisting the staff with the daily, monthly, and other periodic functions within the Hedge Fund Transfer Agency and Investor Servicing department. You will also assist in investor reporting and follow standards and procedures. What you will do: Engage with internal and external clients, as well as teammates, on the telephone and in person in a professional and accurate manner Undertake and process all trades received by telephone or transmission by established cut-off times with 100% accuracy and quality Maintain and update shareholder accounts.…

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reqspace match rubric

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1

Skills match

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2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

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4

Recency

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5

Location fit

This role is based in USA - PA - Oaks. We weight your proximity and willingness to relocate.

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