Most recent job postings at sei
via Your Central Valley Jobs posted_at: 7 days agoschedule_type: Full-timesalary: 105K–182K a year
SEI delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and handling assets; we work with corporations, financial institutions and professionals, and ultra-high-net-worth families to tackle problems, lead change, and help protect assets. Technology and operations: The heartbeat of our business. We... address the whole of business transformation. From SEI delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and handling assets; we work with corporations, financial institutions and professionals, and ultra-high-net-worth families to tackle problems, lead change, and help protect assets. Technology and operations: The heartbeat of our business.

We... address the whole of business transformation. From the front to back office, our technology solutions create connections that empower our clients to take control and reshape their businesses. We offer end-to-end platforms for wealth and investment management, delivered as flexible outsourced infrastructure solutions that include processing, fund administration, information analytics, and cybersecurity services.

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking Sr. Managers on our Private Equity Fund Accounting Teams. Our primary goal is to provide exceptional customer service, accounting and administration services to our private equity fund customers. As a Sr. Manager, you will be responsible for the accounting operations and resolution of accounting issues for clients.

What you will do:
• As the main contact for clients, you will demonstrate your expertise in the area of offshore and domestic fund accounting and administration for alternative funds.
• You will lead the delegation of funds, coordinate/onboard new fund set ups, serve as a liaison between clients and internals teams, and work closely with all parties to provide accurate and thorough accounting packages.
• As the record keepers for the fund, you and your team will be involved in the coordination and support of various year-end audit engagements in accordance with GAAP accounting standards.
• We will need you to perform due-diligence to ensure clients are in compliance with government laws and regulations.
• Implement our Anti-Money Laundering policies and procedures when reviewing all fund transactions.
• You are responsible for ensuring your team is following our department's rules and regulations designed to stop the practice of generating income through illegal actions.
• Generate and reconcile all accounting reporting, such as month-end valuation reports.
• You will review and approve month-end valuations prior to distribution to client with a goal of 100% accuracy. In addition, you will authorize wire payments from fund's escrow accounts.
• You will correspond with customers regarding day-to-day inquiries, including questions on transactions associated with the fund(s), administration servicing planning and reporting of funds and financial documents. Client engagement and a dedication to quality service is a must for success.
• You will connect with investment managers, transfer agents, and sales and service teams to resolve open issues and questions, getting in touch with internal technology support and vendor support when vital to resolve any production issues or system support queries.
• You will conduct performance appraisals, monthly one-on-ones with your supervisors and analysts and provide career pathing and training.
• You will also ensure staffing requirements are met by assessing resource requirements, interviewing candidates and hiring employees.
• You will provide and champion a team environment to include individual development, promotions and disciplinary action.
• You will support the new business development and relationship teams for prospect calls, client visits and presentations.
• You will facilitate the on-boarding of new and converted clients by collecting client requirements, submitting any custom requests and communicating key results to your team members.
• 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 team with varied strengths and grow your career.

What we need from you:
• BA/BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience.
• Minimum 6 years' experience with Private Equity Fund Accounting/Fund Administration.
• Minimum of 3 years' supervisor or manager level experience.
• Intermediate skills in Microsoft Excel.

What we would like from you:
• The self-motivation, organization and aim to complete multiple client results in a timely manner without sacrificing excellence or quality.
• Strong written and verbal communication skills.
• Strong customer service skills.
• An aim to broaden one's knowledge of the 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 results consistently meet the highest standard of quality and accuracy.
• Collaboration with internal and external partners.
• As the needs of our clients change, we need to be flexible to change with them.
• Positivity and congenial approach in assisting both colleagues and clients and the ability to work in team environment.
• Curiosity, critical thinking and attention to detail: 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.
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

The base salary pay for this role is $105,000 - $182,000 per year. This position will also be eligible to earn a discretionary bonus each year, subject to company approval.

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
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via Greenhouse schedule_type: Full-time
WHAT WE DO Our Concept to Delivery consultants work with clients to turn ideas into reality. No matter the size or complexity, our consultants are skilled at helping clients transform concepts into tangible, impactful results. We do this by utilizing innovative approaches to design and deliver engaging, value-focused solutions. Our Concept to Delivery approach demands a people-centric mindset... fail-fast mentality, nimble decision making, steadfast WHAT WE DO

Our Concept to Delivery consultants work with clients to turn ideas into reality. No matter the size or complexity, our consultants are skilled at helping clients transform concepts into tangible, impactful results. We do this by utilizing innovative approaches to design and deliver engaging, value-focused solutions. Our Concept to Delivery approach demands a people-centric mindset... fail-fast mentality, nimble decision making, steadfast innovation, and engaging cross-functional collaboration.

We work across a variety of industries and business functions and provide depth and breadth of experience across numerous strategic capabilities.

We are actively looking for professionals in the following areas:
• Design Thinking
• Rapid Prototyping
• Product Management
• Solution Delivery
• Change Management

The ideal candidate’s experience will include elements of the following:
• Providing delivery leadership, and executing on large scale, highly complex initiatives by aligning key stakeholders, working across various levels of the organization, and driving business results
• Leveraging design thinking methods to facilitate, articulate, and align on problem definition and solution design among business leads, relevant stakeholders, and oftentimes customers.
• Developing and adding further detail and fidelity to envisioned solutions through prototyping, often working with the same stakeholders, by leveraging an agile approach towards feedback to deliver quickly while meeting product goals.
• Managing the product lifecycle (e.g., vision, roadmap, budget, pricing, development), often by leveraging the collective functions of an enterprise, to deliver solutions that maximize value and minimize time to delivery.
• Enabling organizations and its people to embrace, adopt, and champion new solutions by leveraging effective change management strategies and methodologies

A career at SEI extends well beyond providing great service and thought leadership to our clients. Everyone takes an active role in building and managing our business, in an environment that runs counter to traditional consulting firms. Our consultants have a “seat at the table” and contribute to growing our business in ways that align to their interests such as growing business development opportunities, conducting interviews to support our hiring process, managing internal initiatives that build our brand or organizing trainings to share what you know with your colleagues. There is no telling what an SEI Consultant will be asked to do on a day-to-day basis – we do what it takes to get the job done.

QUALIFICATIONS

Required-
• Alignment to our core values: Excellence, Participation, Integrity, and Collaboration
• Hungry, Humble, Smart
• Demonstrated business and technology acumen
• Strong written and verbal communication skills
• Understanding and experience solving real business problems
• Proven track record of delivering results
• Experience working with and/or leading a team
• Ability to work across industries, roles, functions & technologies
• Authorization for permanent employment in the United States (this position is not eligible for immigration sponsorship)

Preferred-
• Bachelor’s degree
• 8+ years professional experience
• Experience across our service offerings

The Company collects and uses Personal Information for human resources, employment, benefits administration, and business-related purposes. To comply with our regulatory obligations under the California Consumer Privacy Act (“CCPA”), the Company is required to notify you of the Personal Information we collect. To access our CCPA Policy including the categories of Personal Information we collect and the purposes for which we intend to use this information, please visit SEI's Privacy Policy
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via Greenhouse schedule_type: Full-time
WHAT WE DO Our Strategy and Operations consultants work with clients at all levels of the organization, from the C-suite to the shop floor, helping them to deliver on their most strategic initiatives. We’re known for making realistic, data-driven decisions that deliver value in tangible ways to our clients. Our clients ask for us on projects that require a superior combination of technical and... business capabilities, people and management skills, WHAT WE DO

Our Strategy and Operations consultants work with clients at all levels of the organization, from the C-suite to the shop floor, helping them to deliver on their most strategic initiatives. We’re known for making realistic, data-driven decisions that deliver value in tangible ways to our clients. Our clients ask for us on projects that require a superior combination of technical and... business capabilities, people and management skills, and a collaborative mindset. We excel in understanding complex programs and strategic initiatives and breaking them into actionable pieces.

We work across a variety of industries and business functions and provide depth and breadth of experience across a set of core capabilities:
• Strategy and Execution – Leverage quantitative and qualitative insights to inform strategic alignment, develop roadmaps, and define prioritization
• Process Improvement - Work with decision-makers to understand organizational goals, process gaps, and make and implement recommendations
• Operational Transformation - Leverage data-based strategies to define organizational goals, identify performance gaps, advise on closing gaps, predict future demand, and lead transformation initiatives
• Organizational Design – Ensure effective alignment of skills and responsibilities, spans and layers, governance, and communication across an organization
• Mergers and Acquisitions – work with organizations to identify, plan, and lead post M&A integration activities.

We close gaps to create unparalleled opportunities for innovation. We develop and execute strategic blueprints, facilitate, and lead large-scale transformations, and increase operational effectiveness with an approach centered on agility and collaboration. Our goal is simple: to position our clients as leaders within their sectors.

The ideal candidate’s experience may include but is not limited to the following:
• Have experience understanding and solving real business problems
• Have experience with presenting business case and strategy to the C-Suite
• Have experience in conducting assessments in different areas that allow organizations a map of where they are and where they may want to go
• Identifying and addressing root causes of operational and strategic issues in organizational and governance structures.
• Led a process improvement initiative, facilitating Current State and Future State documentation, performing a Gap Analysis and creating a plan to achieve desired Future State vision.
• Been a part of standing up a post merger Integration Management Office and worked leading activities related to 2 organizations coming together

A career at SEI extends well beyond providing great service and thought leadership to our clients. Everyone takes an active role in building and managing our business, in an environment that runs counter to traditional consulting firms. Our consultants have a “seat at the table” and contribute to growing our business in ways that align to their interests such as growing business development opportunities, conducting interviews to support our hiring process, managing internal initiatives that build our brand or organizing trainings to share what you know with your colleagues. There is no telling what an SEI Consultant will be asked to do on a day-to-day basis – we do what it takes to get the job done.

QUALIFICATIONS

Required-
• Alignment to our core values: Excellence, Participation, Integrity, and Collaboration
• Hungry, Humble, Smart
• Demonstrated business and technology acumen
• Strong written and verbal communication skills
• Understanding and experience solving real business problems
• Proven track record of delivering results
• Experience working with and/or leading a team
• Ability to work across industries, roles, functions & technologies
• Authorization for permanent employment in the United States (this position is not eligible for immigration sponsorship)

Preferred-
• Bachelor’s degree
• 8+ years professional experience
• Experience across our service offerings
Show more details...
via Glassdoor posted_at: 22 days agoschedule_type: Full-timesalary: 70K–126K a yearwork_from_home: 1
SEI delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and managing assets; we work with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, lead change, and help protect assets. Technology and operations: The heartbeat of our business. We... address the whole of business transformation. From SEI delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and managing assets; we work with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, lead change, and help protect assets. Technology and operations: The heartbeat of our business.

We... address the whole of business transformation. From the front to back office, our technology solutions create connections that empower our clients to take control and reshape their businesses. We offer end-to-end platforms for wealth and investment management, delivered as flexible outsourced infrastructure solutions that include processing, fund administration, information analytics, and cybersecurity services.

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new supervisors, senior supervisors & assistant managers on our Private Equity & Hedge Fund Accounting Teams. Our primary goal is to provide exceptional customer service, accounting and administration services to our hedge and private equity fund customers. As a Private Equity Fund Accounting Manager, you will be responsible for the accounting operations and resolution of accounting issues for clients.

What you will do:

Your skills in accounting will be used by pricing and maintaining timely records for hedge and private equity holdings using various external pricing resources.

You will perform timely reconciliations regarding Net Asset Values and provide accounting reports.

You are responsible to communicate the transactions associated with the fund(s) and work closely with internal and external clients to provide accurate and thorough accounting packages.

As the record keeper for the fund, you will be involved in the coordination and support of various year-end audit engagements in accordance with GAAP accounting standards.

We will need you to perform due-diligence to ensure clients are in compliance with government laws and regulations.

You will train and supervise the accounting analysts on systems, processing, procedures, and job responsibilities.

You will assist in leading a team environment that encourages self-motivation, organization and aim to complete multiple client deliverables in a timely manner without sacrificing excellence or quality.

Your due diligence and attention to detail during the review process of the fund accountant analysts work will be key to your team’s success while aspiring for error free reconciliations and reporting.

You will correspond with external investment managers regarding day-to-day fund inquiries including reconciliations, coordinating scheduled deliverables, and critical issues.

Client engagement and a dedication to quality service is a must for success.

You will assist the manager with conducting performance appraisals, monthly one-on-ones with the team analysts and provide career pathing and training.

You will also ensure staffing requirements are met by participating in analyst interviews.

You will team with the manager to provide and cultivate a team environment to include individual development, promotions and disciplinary action.

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 team with varied strengths and grow your career.

What we need from you:

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

Minimum 2 years’ experience in the fund services industry, alternatives experience preferred.

Intermediate skills in Microsoft Excel.

What we would like from you:

The self-motivation, organization and aim to complete multiple client results in a timely manner without sacrificing excellence or quality.

Strong written and verbal communication skills.

Strong customer service skills.

An aim to broaden one’s knowledge of our 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 results consistently meet the highest standard of quality and accuracy.

Collaboration with internal and external collaborators.

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

Curiosity, critical thinking and attention to detail: 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.

Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/ (https://www.seic.com/)

The base salary pay for this role is $70,000 - $126,000 per year. This position will also be eligible to earn a discretionary bonus each year, subject to company approval.

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
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via Paylocity posted_at: 9 days agoschedule_type: Full-timesalary: 150K–160K a year
Description At SEI, we are problem solvers and change agents. We all contribute to building sustainability and climate change resilience and making a positive impact in the world. SEI is a teams-based, non-profit organization dedicated to building leaders to drive sustainability solutions. For 25 years, SEI has partnered with schools, communities, and businesses to develop a sustainability... leadership pathway from elementary school to early career. Description

At SEI, we are problem solvers and change agents. We all contribute to building sustainability and climate change resilience and making a positive impact in the world. SEI is a teams-based, non-profit organization dedicated to building leaders to drive sustainability solutions. For 25 years, SEI has partnered with schools, communities, and businesses to develop a sustainability... leadership pathway from elementary school to early career. Our flagship programs educate and empower students and emerging professionals to create thriving, resilient communities. Come join our team!

The Opportunity

The Director of Finance and Business Services works with the organization’s executive leadership to ensure SEI’s financial needs are met and to help drive best financial practices within the organization. This person serves as a thought partner who helps to create the strategic vision that directs the organization’s growth. The Director of Finance and Business Services is a participative manager who leads finance and accounting, human resources, and administrative operations. This is a hybrid position. Work is conducted in your home office/offsite location 3 days per week and in our San Rafael office 2 days per week.

Diversity, Equity, & Inclusion

We seek candidates that share SEI’s commitment to equity and environmental justice, and who share a commitment to work and learn within an anti-oppression framework. Persons of color, persons with disabilities, and members of the LGBTQ+ community are strongly encouraged to apply. SEI is proud to be an equal-opportunity employer and is committed to promoting diversity, inclusion, and equity. We believe that a wide array of perspectives contributes to creative climate solutions where all communities thrive. We strive to reflect diverse communities, especially those most impacted by climate change and other kinds of environmental, social, and economic injustices.

Benefits
• Greater work-life balance and better personal well-being. Work is conducted in your home office/offsite location 3 days per week and in our San Rafael office 2 days per week
• Generous PTO and 14 paid holidays per year
• 100% covered medical insurance. Dental, vision, and chiropractic reimbursement. 403(b) plan with employer match after one year
• The ability to do what you do best; the opportunity to do work you are naturally gifted at and trained to do; annual professional development opportunities
• An equitable and inclusive workplace committed to concrete, substantial change, beyond platitudes

Requirements
• Degree in accounting, finance, or related field, and an extensive understanding of accounting and finance regulations and best practices for financial management in a nonprofit setting.
• Experience working with and integrating various financial systems and software programs, and ensuring an organization’s finances are managed effectively and efficiently.
• Excellent analytical, decision-making, and problem-solving skills. The ability to break down complex data to inform wider action-planning is essential. The ability to think long-term, anticipate future trends, develop strategic plans, and provide sound and ethical counsel.
• Excellent communication skills. The ability to communicate clearly, with various stakeholders, is essential. Must be able to distill complex financial information and present it in a way that is easy to understand.
• Demonstrates participative leadership and works collaboratively. Is skilled at structuring and managing well-functioning cohesive teams. Demonstrates the ability to coach, mentor, and motivate others, conveys direction in a positive, constructive, and succinct manner.
• Committed to being part of creating, maintaining, and improving a diverse, equitable, respectful, and inclusive workplace
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via ZipRecruiter schedule_type: Full-time
WHAT WE DO Our Technology and Enablement consultants work with clients at all levels of the organization, from the C-suite to the shop floor, helping them to deliver on their most strategic initiatives. We're known for making realistic, data-driven decisions that deliver value in tangible ways to our clients. Our clients ask for us on projects that require a superior combination of technical and... business capabilities, people and management skills, WHAT WE DO

Our Technology and Enablement consultants work with clients at all levels of the organization, from the C-suite to the shop floor, helping them to deliver on their most strategic initiatives. We're known for making realistic, data-driven decisions that deliver value in tangible ways to our clients. Our clients ask for us on projects that require a superior combination of technical and... business capabilities, people and management skills, and a collaborative mindset. We excel in understanding complex programs and strategic initiatives and breaking them into actionable pieces.

We are actively looking for professionals in the following areas:
• Agile Transformation
• Cloud and Technology Strategies
• DevOps
• Solution Design
• App Development

The ideal candidate's experience may include but is not limited to the following:
• Knowledge and experience in one or more Cloud platforms (AWS, Microsoft Azure, Google Cloud, etc.)
• Knowledge and experience in one or more database platforms (i.e. SQL, DB2, Oracle, Postgres, MySQL, NoSQL, etc.)
• Knowledge and experience in multiple software development languages (i.e. Java, Javascript, C#, C++, Python, etc)
• Knowledge and experience with one or more software frameworks (i.e. .Net, NodeJS, React, Angular. etc.)
• Knowledge and experience with IoT and Edge Computing strategies and concepts
• Experience collaborating with clients to translate business requirements into technical requirements
• Experience leading and/or contributing at a significant level to project teams in best practices, design principles, and advanced technologies
• Knowledge and experience in both agile and waterfall project management methodologies
• Experience leading Waterfall to Agile transformation projects of all sizes
• Coaching Agile process and best practices for teams and organizations

A career at SEI extends well beyond providing great service and thought leadership to our clients. Everyone takes an active role in building and managing our business, in an environment that runs counter to traditional consulting firms. Our consultants have a "seat at the table" and contribute to growing our business in ways that align to their interests such as growing business development opportunities, conducting interviews to support our hiring process, managing internal initiatives that build our brand or organizing trainings to share what you know with your colleagues. There is no telling what an SEI Consultant will be asked to do on a day-to-day basis - we do what it takes to get the job done.

QUALIFICATIONS

Required-
• Alignment to our core values: Excellence, Participation, Integrity, and Collaboration
• Hungry, Humble, Smart
• Demonstrated business and technology acumen
• Strong written and verbal communication skills
• Understanding and experience solving real business problems
• Proven track record of delivering results
• Experience working with and/or leading a team
• Ability to work across industries, roles, functions & technologies
• Authorization for permanent employment in the United States (this position is not eligible for immigration sponsorship)

Preferred-
• Bachelor's degree
• 8+ years professional experience
• Experience across our service offerings
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via Talent.com posted_at: 8 days agoschedule_type: Full-time
JOB DESCRIPTION SEI Family Office Services is seeking a Document Processing Analyst for our Portfolio Reconciliation team. Our primary goal is to deliver high quality client service through consolidated reporting and reconciliation of transactions against custodial statements of record for accounts containing financial securities... This position may be eligible to be performed in a hybrid fashion. What you will do : • Perform centralized document JOB DESCRIPTION

SEI Family Office Services is seeking a Document Processing Analyst for our Portfolio Reconciliation team. Our primary goal is to deliver high quality client service through consolidated reporting and reconciliation of transactions against custodial statements of record for accounts containing financial securities...

This position may be eligible to be performed in a hybrid fashion.

What you will do :
• Perform centralized document intake capability across a variety of sources adhering to monthly schedules to meet client deliverable deadlines.
• Follow up with sources when documentation is not received by anticipated date.
• Convert incoming documents to digital format where applicable.
• Accurately classify documents per defined Portfolio Reconciliation team process, procedures, and standards.
• Complete reconciliation worksheets using source documents in order to identify data variances prior to reconciliation process.
• Update document and process status in Portfolio Reconciliation team tracking tool(s).

What we need from you :
• High school diploma.
• Internship experience preferred.
• A fundamental understanding of accounting principles, investment terminology, and financial markets.

What we would like from you :
• 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 primarily support internal team members through email and / or phone calls.
• Strong customer service skills to support daily communication with internal team members and other service providers.
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.Please see our website for more information.

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, 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.

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.

Last updated : 2023-05-17
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via Monster schedule_type: Full-time
WHAT WE DO Our Strategy and Operations consultants work with clients at all levels of the organization, from the C-suite to the shop floor, helping them to deliver on their most strategic initiatives. We’re known for making realistic, data-driven decisions that deliver value in tangible ways to our clients. Our clients ask for us on projects that require a superior combination of technical and... business capabilities, people and management skills, WHAT WE DO

Our Strategy and Operations consultants work with clients at all levels of the organization, from the C-suite to the shop floor, helping them to deliver on their most strategic initiatives. We’re known for making realistic, data-driven decisions that deliver value in tangible ways to our clients. Our clients ask for us on projects that require a superior combination of technical and... business capabilities, people and management skills, and a collaborative mindset. We excel in understanding complex programs and strategic initiatives and breaking them into actionable pieces.

We work across a variety of industries and business functions and provide depth and breadth of experience across a set of core capabilities:
• Strategy and Execution – Leverage quantitative and qualitative insights to inform strategic alignment, develop roadmaps, and define prioritization
• Process Improvement - Work with decision-makers to understand organizational goals, process gaps, and make and implement recommendations
• Operational Transformation - Leverage data-based strategies to define organizational goals, identify performance gaps, advise on closing gaps, predict future demand, and lead transformation initiatives
• Organizational Design – Ensure effective alignment of skills and responsibilities, spans and layers, governance, and communication across an organization
• Mergers and Acquisitions – work with organizations to identify, plan, and lead post M&A integration activities.

We close gaps to create unparalleled opportunities for innovation. We develop and execute strategic blueprints, facilitate, and lead large-scale transformations, and increase operational effectiveness with an approach centered on agility and collaboration. Our goal is simple: to position our clients as leaders within their sectors.

The ideal candidate’s experience may include but is not limited to the following:
• Have experience understanding and solving real business problems
• Have experience with presenting business case and strategy to the C-Suite
• Have experience in conducting assessments in different areas that allow organizations a map of where they are and where they may want to go
• Identifying and addressing root causes of operational and strategic issues in organizational and governance structures.
• Led a process improvement initiative, facilitating Current State and Future State documentation, performing a Gap Analysis and creating a plan to achieve desired Future State vision.
• Been a part of standing up a post merger Integration Management Office and worked leading activities related to 2 organizations coming together

A career at SEI extends well beyond providing great service and thought leadership to our clients. Everyone takes an active role in building and managing our business, in an environment that runs counter to traditional consulting firms. Our consultants have a “seat at the table” and contribute to growing our business in ways that align to their interests such as growing business development opportunities, conducting interviews to support our hiring process, managing internal initiatives that build our brand or organizing trainings to share what you know with your colleagues. There is no telling what an SEI Consultant will be asked to do on a day-to-day basis – we do what it takes to get the job done.

QUALIFICATIONS

Required-
• Alignment to our core values: Excellence, Participation, Integrity, and Collaboration
• Hungry, Humble, Smart
• Demonstrated business and technology acumen
• Strong written and verbal communication skills
• Understanding and experience solving real business problems
• Proven track record of delivering results
• Experience working with and/or leading a team
• Ability to work across industries, roles, functions & technologies
• Authorization for permanent employment in the United States (this position is not eligible for immigration sponsorship)

Preferred-
• Bachelor’s degree
• 8+ years professional experience
• Experience across our service offerings

About the Company:

SEI
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via Glassdoor schedule_type: Full-time
WHO WE LOOK FOR An SEI-er is a master communicator and active listener who understands how to navigate an audience. Self-aware, almost to a fault, SEI-ers keenly understand how to adjust their support and problem solving based on the situation. Following a logical, fact-based approach, SEI-ers possess the superior ability to see correlations others may not, ask the right questions and drive... solutions. As super-connectors, they connect not only WHO WE LOOK FOR

An SEI-er is a master communicator and active listener who understands how to navigate an audience. Self-aware, almost to a fault, SEI-ers keenly understand how to adjust their support and problem solving based on the situation. Following a logical, fact-based approach, SEI-ers possess the superior ability to see correlations others may not, ask the right questions and drive... solutions.

As super-connectors, they connect not only people, but data, trends and experiences. Mature, humble, and genuine, SEI-ers frequently go above and beyond for both their clients and their colleagues. SEI-ers are ethical and trustworthy individuals who consistently and repeatedly follow through, and hold true to their values in difficult situations. SEI-ers have an insatiable curiosity and love to learn. These individuals are commonly tech savvy and early adopters. Their passion for learning is infectious and excites others. As every project is different, an SEI-er must be adaptable and comfortable with unexpected situations. SEI-ers define ambition differently. They are authentic, low-maintenance individuals who truly enjoy one another- they like to hang out with colleagues outside of work, collaborate and hold one another accountable. SEI-ers enjoy working with genuine, thoughtful folks who want to steer clear of the traditional grind and share the joy of day-to-day life and activities with colleagues, friends, and family.

WHAT WE DO

Our Data and Analytics consultants work with clients at all levels of the organization, from the C-suite to the shop floor, helping them to deliver on their most strategic initiatives. We're known for making realistic, data-driven decisions that deliver value in tangible ways to our clients. Our clients ask for us on projects that require a superior combination of technical and business capabilities, people and management skills, and a collaborative mindset. We excel in understanding complex programs and strategic initiatives and breaking them into actionable pieces.

We are actively looking for professionals in the following areas:
• Data Strategy
• Data Governance
• Data Modernization
• Advanced Analytics
• Data Visualization

The ideal candidate's experience may include but is not limited to the following:
• Have experience understanding and solving real business problems
• Have experience with presenting business case and strategy to the C-Suite
• Bring industry domain knowledge for custom data and analytics strategies
• Experience in designing and implementing data driven products and services
• Experience in designing and building high performance collaborative business and technology teams that deliver high value data solutions, data products and data analytics

Ideal candidates may call themselves Data Architects, Data Engineers, Data Scientists, Analysts and Data Governance professionals. Experience may include but not limited to the following:

Data Strategy and Governance
• Intimately familiar with data technologies, data architecture frameworks, cloud platforms and the emerging trends in technological advancements.
• Proven experience in transforming our clients from on-prem data platforms to the cloud.
• Lead data modernization initiatives that include platform, technology and tools implementation and adoption.
• Must have experience in architecting and implementing data architecture, data engineering, reporting and analytical solutions across multiple business functions and domains.
• Conduct data management maturity assessments and identify pain points for including data quality, governance, architecture, analytics, metadata management, master data management.
• Demonstrate a rigorous and analytical problem-solving approach, leading information-gathering sessions and preparing and delivering client presentations and work products/prototypes.
• Identify data governance gaps and assess data governance maturity in a complex data environment. Should also be able to Identify the implications for data governance that arise from the technology, current processes, and skill levels in a complex data environment.

Data Architecture and Engineering
• Extensive experience or knowledge of cloud-based data platform technologies such as AWS, Microsoft Azure or Google Cloud Computing.
• Experience designing and building data platforms that support data lakes, data stores, data ingestion and transformations and API services for consuming data
• Ability to design and build complex data pipelines that either stream data in
• Experience and knowledge of programming and scripting languages, such as but not limited to Python, Node.JS and SQL
• Experience and knowledge of data integration tools and platforms
• Experience and knowledge of relational and dimensional database structures, theories, principles, and practice used in data warehousing and analytics solutions
• Ability to design and build data models using the appropriate technics to meet business objectives
• In depth knowledge of modern data technologies including Snowflake, RedShift, Azure SQL/Synaspe, Databricks or similar technologies.

Advanced Analytics and Data Visualizations
• Extensive experience or knowledge of data visualization technologies such as Tableau, Power BI, Qlik and Spotfire
• Experience with statistical and mathematical modeling, artificial intelligence and machine learning software and methods
• Experience and knowledge of programming and scripting languages such as, but not limited to, SQL, Python and R
• Experience with data modeling, data prep and machine learning tools like Alteryx, RapidMinder, RStudio and Tableau Prep
• Experience and knowledge of relational and dimensional database structures, theories, principles, and practice used in data warehousing and analytics solutions
• Experience deploying enterprise-wide reporting solutions while leveraging data visualization best practices

A career at SEI extends well beyond providing great service and thought leadership to our clients. Everyone takes an active role in building and managing our business, in an environment that runs counter to traditional consulting firms. Our consultants have a "seat at the table" and contribute to growing our business in ways that align to their interests such as growing business development opportunities, conducting interviews to support our hiring process, managing internal initiatives that build our brand or organizing trainings to share what you know with your colleagues. There is no telling what an SEI Consultant will be asked to do on a day-to-day basis – we do what it takes to get the job done.

QUALIFICATIONS

Required-
• Alignment to our core values: Excellence, Participation, Integrity and Collaboration
• Hungry, Humble, Smart
• Demonstrated business and technology acumen
• Strong written and verbal communication skills
• Understanding and experience solving real business problems
• Proven track record of delivering results
• Experience working with and/or leading a team
• Ability to work across industries, roles, functions & technologies
• Authorization for permanent employment in the United States (this position is not eligible for immigration sponsorship)

Preferred-
• Bachelor's degree
• 8+ years professional experience
• Experience across our service offerings

Systems Evolution, Inc. (SEI) is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law
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via Getwork posted_at: 21 days agoschedule_type: Full-time
SEI is seeking to hire a Chief Risk Officer. The Chief Risk Officer is the primary person responsible for identifying, assessing, measuring, monitoring, mitigating and managing business, operational and technology risks on an integrated basis. The Chief Risk Officer will work cooperatively across the company to identify and assess current and emerging risks, and prioritize the ongoing management... of those risks. What you will do: • Oversee and SEI is seeking to hire a Chief Risk Officer. The Chief Risk Officer is the primary person responsible for identifying, assessing, measuring, monitoring, mitigating and managing business, operational and technology risks on an integrated basis. The Chief Risk Officer will work cooperatively across the company to identify and assess current and emerging risks, and prioritize the ongoing management... of those risks.

What you will do:
• Oversee and coordinate the efforts of experienced, senior risk leaders in the areas of Enterprise Risk Management, and Technology Risk
• Partner with senior leaders in the Legal and Compliance functions to insure that SEI's risk management programs meet the requirements of laws, rules and regulations applicable to it
• Partner with the Board of Directors and Executive Management, assisting them in fulfilling their respective risk management responsibilities
• Assist the Chief Executive Officer and Executive Management in defining the company's risk appetite framework
• Coordinate and communicate risk management efforts across the entity's business lines, operating units, and subsidiaries (e.g., dotted-line relationship with subsidiary risk officers)
• Develop and maintain suitable enterprise-wide risk management practices commensurate with the company's risk appetite; work across the enterprise to establish, maintain, and continuously improve risk management capabilities
• Represent the firm on matters of risk with regulators, examiners, clients, and business partners
• Co-Chair (along with the Chief Audit Executive) the quarterly Operations Risk Committee
• Facilitate enterprise-wide risk assessments and maintain the Corporate Risk Register
• Consult with Executive Management on integrating risk management with the strategy development process
• Escalate new, emerging, or manifesting risks (negative exposures or positive opportunities) to Executive Management and the Board of Directors

What we need from you:
• Unquestionable integrity and character; highest moral and ethical behavior
• Proven experience in senior risk management roles in highly-regulated industries
• Organizational and political agility; well-developed collaboration skills
• Flexibility; ability to make meaningful contributions in a dynamic and ambiguous environment
• Confident and credible presence in front of internal and external audiences

What we would like from you:
• Substantial experience providing strategic leadership in a global organization
• Strong understanding of technology, including systems, networks, IT infrastructure and cyber threats related to digital and corporate technology and macro-industry trends
• Facility with finance and accounting concepts
• A strong understanding of banking and technology development processes and operations
• Intellectual curiosity and analytical approach to work
• Excellent written and oral communication skills
• Proven ability to present and explain complex information and suggest process improvements to a diverse audience
• Management style that emphasizes team empowerment, not micro-management
• Change agent and innovator; ability to turn creative ideas into solutions that impact the company's performance and risk posture
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/

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.

","title":"Chief Risk Officer
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