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Hybrid - Operations Analyst - SaaS Implementations, Family Office Services

United States, Indiana, Indianapolis
8888 Keystone Crossing (Show on map)
October 23, 2022

When you step into SEI - anywhere in the world - you know you're not inside a traditional financial services company. We have no offices. Our open innovation spaces spur creativity, the provocative artwork inspires conversation, and the flexible work-life balance drives personal and professional growth. We are a place to inspire your work, build your voice,and grow your community. We're different. And we're proud of it.

SEI Family Office Services (FOS) is seeking an Analyst to join our Implementation Consulting team. Our primary goal is to provide exceptional service, by planning and executing onboarding projects, for SEI's technology solutions. As an Analyst on our Implementation team, you will act as a key member of the FOS project team to onboard new clients on our proprietary investment accounting platform.

What you'll do:

Your skills in finance and business will be used as you gain a detailed understanding of the client's accounting and investment operations, and work with the client to set up the proprietary Archway Platform software, according to their needs, over the course of a multi-month implementation project.

As an integral member of the project team, you will be asked to interpret client inquiries related to specific attributes of product functionality and general accounting principles, then effectively identify and communicate solutions within the Archway Platform in a timely manner.

You will have the opportunity correspond with external clients while converting their data into the Archway Platform, which includes client site visits, as well as communication through conference calls and emails.

You will become the subject matter expert! You will provide support to clients as they begin to actively use the Archway Platform for their accounting and reporting operations.

Collaboration is an important part of your role. You will work closely with other groups within SEI Family Office Services, such as Client Relations, Product Design, and Product Development to communicate client needs and requirements.

We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career.

What you bring to the table:

BA / BS in Accounting, Finance, Economics, Business, or equivalent work experience.

For recent graduates, a GPA of 3.0 on a 4.0 scale is required.

Internship and/or prior industry experience preferred.

Intermediate skills in Microsoft Excel.

A fundamental understanding of accounting principles and investment terminology.

The ability to comprehend and document business processes and workflows.

The self-motivation, organization and drive to complete multiple client deliverables 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 internal clients and your clients.

Attributes we value:

A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.

Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy

Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.

Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.

Curiosity, critical thinking and an orientation toward continuous improvement. Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.

SEI is an Equal Opportunity Employer and so much more...

For over 50 years, SEI is 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 success. At SEI, we're 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.

Compensation & Benefits:

Estimated starting salary $45,000 annualized, based upon a 37- hour work week. Eligible for overtime pay for hours worked above 40/week; pre-approval from manager required for overtime.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401k match, tuition reimbursement, commuter benefits, 12 paid holidays/year, 16+ days paid time off/year pro-rated, 15 days paid parental leave, discounted stock purchase plan, and investment options.