New Job Private Asset Reporting Specialist In Pennsylvania
|
| Private Asset Reporting Specialist |
Private Asset Reporting Specialist
Company : SEI1GLOBAL
Salary : Details not provided
Location : Pennsylvania
Full Description
SEI is looking to build and expand our Reporting Services team in the Institutional Unit to enhance our client-focused approach. This position will primarily focus on Corporations, Hospitals, Universities, Foundations and Unions, in five key global regions (North America, United Kingdom, Continental Europe, South Africa, and Hong Kong). Seeking an individual with a genuine interest in an innovative, aggressive, high-growth business which provides clients with strategic retirement & fund management solutions that integrate advice, investment management and administrative services with an institution’s financial goals.
What you’ll do:
You’ll partner with both internal client service teams in providing them with periodic private asset client reporting and ad-hoc data requests.
You’ll work with internal departments to streamline the flow of alternative asset data
You’ll provide ongoing support to the broad solutions team, helping on projects where needed
You’ll utilize your knowledge of the financial markets and mathematics involved in the investment industry
You’ll use your customer-first attitude and strong cooperative skills, with willingness to both give and take direction
What you bring to the table:
A minimum of 1 year experience in the financial services industry, Institutional Investor experience a plus
An understanding of the tools used in client reporting, and a willingness and ability to quickly learn new tools and programs. Direct experience with the following applications a plus:
Advent APX
MS Excel
MS Power Point
SSRS, Crystal Reports, or other report writing applications
Ability to multi-task in a fast-paced, highly energetic climate
Attributes we value:
A client-focused approach
A detail oriented individual to support reporting requests and on-going alternative asset projects
Excellent organizational and project management skills
Familiarity with Global Finance markets, with direct Institutional Investor experience in those markets a plus
Understanding of the alternative asset industry and passion to learn more
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, hybrid working environment, support for working parents and Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
We are a technology and asset management company delivering on our promise of building brave futuresSM—for our clients, our communities, and ourselves. Come build your brave future at SEI.
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.
What you’ll do:
You’ll partner with both internal client service teams in providing them with periodic private asset client reporting and ad-hoc data requests.
You’ll work with internal departments to streamline the flow of alternative asset data
You’ll provide ongoing support to the broad solutions team, helping on projects where needed
You’ll utilize your knowledge of the financial markets and mathematics involved in the investment industry
You’ll use your customer-first attitude and strong cooperative skills, with willingness to both give and take direction
What you bring to the table:
A minimum of 1 year experience in the financial services industry, Institutional Investor experience a plus
An understanding of the tools used in client reporting, and a willingness and ability to quickly learn new tools and programs. Direct experience with the following applications a plus:
Advent APX
MS Excel
MS Power Point
SSRS, Crystal Reports, or other report writing applications
Ability to multi-task in a fast-paced, highly energetic climate
Attributes we value:
A client-focused approach
A detail oriented individual to support reporting requests and on-going alternative asset projects
Excellent organizational and project management skills
Familiarity with Global Finance markets, with direct Institutional Investor experience in those markets a plus
Understanding of the alternative asset industry and passion to learn more
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, hybrid working environment, support for working parents and Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
We are a technology and asset management company delivering on our promise of building brave futuresSM—for our clients, our communities, and ourselves. Come build your brave future at SEI.
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.