Specialist, Automation Technology, Investment Fund Services

SEI
parental leave, paid time off, paid holidays, tuition reimbursement, 401(k), retirement plan
United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
Mar 28, 2025
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Investment Fund Services accounting team. Our primary goal is to provide exceptional accounting and administration servicing for our clients' assigned mutual funds, CITs, ETFs and other pooled vehicles. As an Automation Technology Specialist, you will collaborate across IFS teams, including trading, client service, account administration, portfolio administration, reconciliation, and security master. Key responsibilities include managing and developing automated processes leveraging Microsoft Excel VBA, Python, SQL, and Power Automate. The role involves close interaction with Investment Fund Services operations teams, requiring a deep understanding of each group's processes, their interconnections, and the ability to troubleshoot and resolve issues. Additionally, this role focuses on identifying, designing, and implementing new procedures and solutions to enhance efficiency. What you'll do: * You will act as the primary point of contact for all automated processes, ensuring seamless communication and issue resolution * You will represent SEI professionally while confidently demonstrating command and knowledge when interacting with external clients and vendors * You will monitor and verify that all established processes function effectively, addressing issues promptly * You will collaborate closely with Investment Fund Services operations teams, maintaining professional and precise communication via email and in person * You will support the development and documentation of automated processes and controls, contributing to process improvements and enhancements. * Your success is our priority! By participating in IMS and corporate professional development sessions, you'll gain the skills to identify and optimize processes across the division and organization. We view this role as a critical partnership to our business and value your contributions. What we need from you: * BS/BA degree in Technology / Computer Science, accounting, finance, business or related field, or the equivalent in education and work experience. * Minimum of 2 years of automation experience, preferably in an investment environment * Proficiency with Microsoft VBA required. * Proficiency Microsoft SharePoint, Python, SQL preferred. * Proficiency with Microsoft Power (Automate, Dataverse) preferred or similar automation tools such as Alteryx and MS Power BI. * 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 your clients and other service providers. What we would like from you: * 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 and organizational skills 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. * Knowledge and expertise of Investran, Investier, and Geneva systems desired * Project management experience a plus * Regular and reliable attendance in accordance with position, business and/or client needs * 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.