Operations Analyst

SEI

Investor Services Analyst onboarding investors into hedge and private equity funds. Managing investor reporting and compliance while ensuring high standards of customer service within the investment management sector.

Posted 6/17/2026full-timeRemote • Colorado • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

You will be responsible for the onboarding of investors into our clients’ hedge and private equity funds
Ensure all proper data points and documentation is received at the time of a subscription
Input all relevant data points into our contact management system in order to facilitate investor reporting
Adhere to our Anti-Money Laundering policies and procedures when reviewing all investor transactions
Monitor our clients’ bank accounts for investor wire activity
Create wire templates to facilitate all investor payments
Generate and reconcile all investor reporting, such as investor capital statements
Disseminate approved documentation to our clients’ end investors and their contacts via an automated distribution process
Correspond with investment managers and their investors regarding day-to-day inquiries, including questions on subscription documents and investor reporting.

Requirements

What you’ll need

Candidates must reside within the Mountain or Pacific Time Zones
Ability to work remotely
BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience
Internship experience preferred
Intermediate skills in Microsoft Excel
The self-motivation, organization and aim to complete multiple client objectives in a timely manner without sacrificing excellence or quality
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.

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Microsoft Exceldata managementinvestor reportingwire templatesreconciliationAnti-Money Laundering compliancesubscription documentationcapital statements

Soft Skills

self-motivationorganizationtimelinessexcellencestrong written communicationstrong verbal communicationcustomer service

Certifications

BA in BusinessBS in AccountingBS in FinanceBS in EconomicsBS in Mathematics