Investment Solutions Analyst (Hybrid)

SEI
parental leave, paid time off, paid holidays, tuition reimbursement, 401(k), retirement plan
United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
Feb 14, 2025
The SEI Investment Management Unit (IMU) has an immediate opportunity for a Solutions Analyst supporting SEI's mutual fund offerings domiciled in the U.S., Canada and Ireland (UCITS), as well as Collective and Common Funds. The IMU is a global team that develops and manages SEI's investment management solutions and supports all fund distribution channels across SEI's asset management business. What you'll do: As a Solutions Analyst, you will be responsible for the coordination of project management activities across internal teams and third parties that support SEI's mutual fund offerings. The successful candidate will draw on their professional experience and organizational relationships to coordinate new product launches, implement changes to investment products, and maintain operational oversight of SEI's mutual fund offering. Specific activities for the role include: Utilize project management tools to coordinate, manage, and track progress of investment management infrastructure changes including but not limited to fund launches, liquidations, mergers and sub advisor transitions. Assist in the design and implementation of asset management initiatives including the enhancement of existing investment product infrastructure, automating fund operations, fund administrative service support, and the adoption of new fund technologies. Coordinate across internal functional teams and third parties to execute project activities related to investment product initiatives. Willingness to research questions and requests with multiple stakeholders including fund administrators, custodians, investment strategy teams, legal, compliance, outside vendors and business partners. Directly engage with investment sub advisors during the on-boarding process and on an ongoing basis to support our multi-manager investment model. Ongoing operational oversight and management of SEI's mutual fund offerings domiciled in the U.S., Canada and Ireland (UCITS), as well as Collective and Common Funds, and Alternative and Cayman investment product offerings. Compile and organize information for recurring internal management reporting, investment product metrics, and quarterly board materials. Serve in a support role for daily cash management activities including handling bank wires, collateral management, and trading equity index futures for the purpose of cash equitization. Review existing fund processes and procedures, make recommendations for improvements, and work with the appropriate groups to implement and document process enhancements on an ongoing basis. Overall need for problem solving and issue resolution related to investment products and solutions. What we need from you: The ideal candidate will possess a thorough understanding of investment product operations and the primary service providers supporting the lifecycle of a fund. In addition, the candidate will have: Bachelor's degree in business/finance or related subjects. A minimum of 3 years of investment product experience (including fund accounting, fund administration, trading, or mutual fund operations. Experience in fund distribution, investments, fund accounting, or other specialized investment management experience.) Demonstrable project management experience facilitating collaboration across multiple cross-functional teams. Exceptional verbal and written communication skills What we would like from you: Excellent interpersonal skills. Someone who is a team player Ability and desire to work in a fast-paced environment, and capable of working under pressing deadlines. Detail orientated, able to spot potential issues, and ask questions to avoid errors. A problem solver with a record of logically working through problems and proposing solutions. Someone who will challenge and enhance current processes Enjoys work with minimal supervision, and holds themselves accountable SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including 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 and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include 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, 21 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. We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more... After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.