Junior Analyst, SEI
SEI Novus
+ Stock Purchase Plan
3-5 days a week in office
Technology and investment solutions
Job no longer available
Technology and investment solutions
1001+ employees
Job no longer available
+ Stock Purchase Plan
3-5 days a week in office
1001+ employees
Company mission
To build brave futures through the power of connection, working with clients and communities to solve the problems that matter.
Role
Who you are
- Work Experience: Relevant experience working with financial data sets preferred
- Experience working with SQL is preferred Educational background: Economics, Mathematics, Statistics or similar degree is preferred
- Interpersonal skills/Communication: You are a strong verbal and written communicator, whether discussing clients’ portfolios, current financial trends, and ability to articulate complex calculations or ideas into digestible concepts
- Analytical skills: Ability to analyze large data sets and portfolios to come up with actionable insights
- Organizational skills: You are comfortable managing competing client demands and deadlines and know how to prioritize, manage expectations, and provide results
- Interests: Demonstrated desire to work in the Finance & Investment space evidenced by regularly reading books and keeping up with current financial & economic trends
- You do not want to “just work;” you want to be a part of something bigger and have an impact
- You drive yourself and others around you to become better
- You have a passion to know more and challenge yourself and others to look at problems from new and different perspectives
- You thrive in a smaller environment and welcome the opportunity to collaborate with teams across the organization
- You know that constructive criticism, whether about you or from you, is about improving yourself, your team, and your company
- You are not afraid to share your opinions, offer, or ask for help
- You enjoy digging into excel models and datasets and figuring out how they work together
- Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun
What the job involves
- You will report directly to a Client Analytics Team Lead
- Organize, integrate, aggregate and reconcile Hedge Fund and Fund of Fund portfolio data on the proprietary Novus platform
- Operate, improve and troubleshoot intricate and large data sets and databases
- Develop a deep understanding of the connection between the Novus platform and the embedded financial data to tactically resolve issues
- Support data scrubbing needs for reporting, analysis and projects as required
- Using our current processes and creating new ones, you will deliver high quality data in a timely and efficient manner
- Apply data mining skills to liaise with clients and third-party vendors to rectify data quality issues
- Validate data quality and supporting the Client Management Team Lead with ad hoc requests and internal projects
Our take
SEI provides technology and investment solutions for the financial services industry by offering services like investment processing and operations management. The company oversees around $1.5T in assets, helping clients make smart financial decisions.
It also offers customized investment portfolios through managed accounts, allowing investors to tailor their strategies. Its technology helps clients optimize taxes and provides detailed reports on tax savings, making the service valuable for financial advisors and investors.
Recently the company added new features to its platform, enabling wealth managers to see a complete view of their clients' finances, as well as assets held elsewhere. These updates have driven growth in SEI's managed accounting, placing the company well for continued success.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Company values
- Courage: We think and act like owners, embracing risk to drive growth for our clients and company
- Integrity: We do what we say and act with transparency (because it's the right thing to do)
- Collaboration: We work with each other, our clients, partners, and communities to solve problems that matter
- Inclusion: We nurture an environment of respect and belonging where people are empowered to be themselves
- Connection: We build lasting relationships through which we learn, grow, and succeed
- Fun: We have fun
Company HQ
Upper Providence Township, Oaks, PA
Articles
Leadership
Ryan Hicke
(CEO)Ryan has worked at SEI since 1998, initially joining the company as an Account Executive. Since then, they have worked in several roles, including Managing Director of UK IFAs and Global Wealth Services, and Senior/Executive Vice President, before becoming the CEO in 2022.
Alfred P. West, Jr.
(Executive Chairman)Al founded SEI in 1968 and led our company as CEO for more than 50 years, guiding SEI’s growth and success from a fintech start-up to a global provider of technology and investment solutions.
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