Operations Analyst

🔥 0 minutes ago

⛰️ Colorado – Remote

⛰️ Colorado – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

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SEI

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

💳 Fintech

🏢 Enterprise

Finance • Fintech • Enterprise

SEI is a company that delivers technology and investment solutions aimed at connecting the financial services industry. It provides services in investment processing, operations, and asset management, working with corporations to drive financial growth and change. SEI is also committed to diversity, equity, and inclusion, and seeks dynamic talent to join its diverse teams. The company has a range of career opportunities, including early career and entry-level positions, across its operations in the U. S. , U. K. , and Ireland.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.