Operations Analyst

🕒 Junho 17

⛰️ Colorado – Remoto

⛰️ Colorado – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

⚙️ Operações

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SEI

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

💸 Finanças

💳 Fintech

🏢 Corporativo

Finance • Fintech • Enterprise

A SEI é uma empresa que oferece soluções de tecnologia e investimento voltadas para conectar o setor de serviços financeiros. Ela fornece serviços em processamento de investimentos, operações e gestão de ativos, trabalhando com corporações para impulsionar o crescimento financeiro e a mudança. A SEI também está comprometida com a diversidade, equidade e inclusão, e busca talentos dinâmicos para integrar suas equipes diversificadas. A empresa oferece uma gama de oportunidades de carreira, incluindo posições iniciais e de entrada, em suas operações nos EUA, Reino Unido e Irlanda.

Descrição

• You will be responsible for the onboarding of investors into our clients’ hedge and private equity funds • Ensure all proper data points and documentation is received at the time of a subscription • Input all relevant data points into our contact management system in order to facilitate investor reporting • Adhere to our Anti-Money Laundering policies and procedures when reviewing all investor transactions • Monitor our clients’ bank accounts for investor wire activity • Create wire templates to facilitate all investor payments • Generate and reconcile all investor reporting, such as investor capital statements • Disseminate approved documentation to our clients’ end investors and their contacts via an automated distribution process • Correspond with investment managers and their investors regarding day-to-day inquiries, including questions on subscription documents and investor reporting.

🎯 Requisitos

• Candidates must reside within the Mountain or Pacific Time Zones • Ability to work remotely • BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience • Internship experience preferred • Intermediate skills in Microsoft Excel • The self-motivation, organization and aim to complete multiple client objectives 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.

🏖️ Benefícios

• 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 and more.