The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking a new member to join the Collective Investment Trust (CIT) team.   As a Specialist, you will be responsible for the servicing requirements of our Collective Investment Trust from an investment perspective – with a strong and balanced view to risk oversight.

SEI’s CIT Team is responsible for establishing and maintaining collective trusts under the rules of its direct regulator and standards of the Department of Labor, Internal Revenue Service and other regulatory bodies. This team works closely with internal divisions including the ITA, IFS, Compliance, Legal, etc.
 

What you will do:

·       Conduct a daily review of collective investment funds’ (the, “Funds”) information that compares fund trades / holdings to the applicable investment guidelines. Escalate / address issues appropriately.

·       Work with the Funds’ Advisors to promptly resolve deviations from the Investment Guidelines promptly.  

·       Work with the Funds’ Advisors to proactively discuss and implement necessary or desired changes to the Investment Guidelines in a responsible manner reflective of STC’s fiduciary responsibility.

·       Assist in resolving ad-hoc issues that may arise.

·       Proactively identify opportunities for improving the risk profile of our business.

·       Conduct a review via Annual and Quarterly Due Diligence forms, periodic conference calls and/or on-site meetings and, document summarize the key findings for team / management / committee review/ approval.

·       Coordinate the receipt of and maintain Fund policies and procedures (i.e. proxy voting and best execution) in an organized fashion.

·       Prepare, review and present materials for the periodic trust investment committee meeting.

·       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 we need from you:

·       B.S/B.A. (Business or related field preferred) or equivalent work experience.

·       Minimum 2 years prior relevant work experience, ideally in Asset Management or Banking.

·       Detail-oriented.

·       Strong aptitude for numbers.

·       Excellent interpersonal skills.

·       Ability to work under pressure and perform job responsibilities within deadlines.

·       Ability to recognize potential problems and escalate them appropriately.

·       Must be a team player, capable of interacting with senior management, leaders, legal / compliance / risk, market unit partners.

·       Excellent communication / presentation skills both on a verbal and written level.

·       Knowledge of Microsoft Excel for Windows and an aptitude for computer systems.

·       Proven initiative & problem solving skills with thorough follow-up.

·       Logical and Analytical.

·       Possess natural curiosity & inquisitiveness, particularly in financial markets.

·       Independent Self Starter

·       Regular and reliable attendance in accordance with position, business and/or client needs.

What we would like from you:

·       A drive to broaden one’s knowledge of the financial services industry by learning new concepts 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.

·       Ability to multi-task and prioritize daily workload.

·       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 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.  As a specialist, you will be referred to as a subject matter expert in key areas. 

·       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.