Operations Analyst - Mutual Fund Control

SEI is a technology and asset management company delivering investment processing and management solutions. The Mutual Fund Control Analyst position is an entry-level role focused on managing multi-currency transactions related to mutual funds, ensuring trading accuracy and providing exceptional client service.

What you'll do:

• Basic processing and/or service activities specific to team function
• Reviewing, analyzing, and entering client information and transactions into multiple systems
• Setting up securities, general account level maintenance, and some level of client contact
• Respond to client inquiries in a timely, accurate and professional manner
• Working on special projects as needed
• Perform research & analysis of root cause conditions
• Implement solutions as assigned
• Interact effectively with multiple operational processing teams
• Maintaining the highest level of confidentiality, quality and privacy
• Manage a time-sensitive delivery schedule
• Interface with Operating units and business units, such as Reversals Team, Reconciliation Team, Corporate Actions/Income, and Treasury Management Team, as required to provide awareness of processing problems as they arise
• Submit trading orders in the market on the behalf of our clients both internal and external

What they're looking for:

• Undergraduate degree and/or equivalent work experience required. Preference in: Accounting, Finance or Business related field
• Knowledge of Microsoft Office products including Word, Excel, Access and Outlook
• The ability to demonstrate effective communication skills with service partners, and internal teams both in written and verbal communication
• Effectively coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines
• Provide excellent customer service to both our internal and external clients and service partners, responding timely and professionally to client inquiries as well as handle problems
• Must be able and willing to work effectively independently, as well as in a team, in an open floor environment
• Must be detail oriented
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun

Benefits:

• 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
• Flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about
• Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
• Life and disability insurance (premiums paid for base coverage)
• 401(k) match
• Education assistance