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Agile Operations Specialist
2 months ago
At SEI Investments Company, we're committed to building brave futures by empowering our employees to achieve their goals through internal job mobility. As an Agile Operations Analyst, you'll play a critical role in ensuring timely execution of client trades and providing fast and complete resolution to any trade-related or account setup issues.
Key Responsibilities:- Client Order Monitoring: Monitor trade flows and ensure timely execution of client trades.
- Hedge Fund Experience: Assist with account opening and processing for hedge funds.
- Account Maintenance: Use internal proprietary systems to process monetary and non-monetary transactions on client accounts to deadline and SLAs.
- PSI/Agile Releases: Participate in PSI/Agile releases with respect to client-targeted/impacting developments.
- Quality Assurance: QA daily workload to identify errors, provide feedback, help identify trends and contributing factors, and recommend solutions.
- Issue Escalation: Escalate any issues to Senior/Supervisor immediately.
- Multi-Currency Experience: Experience in multi-currency asset dealing of Funds, ETFs, Equities, and FX.
- Financial Services Background: Some experience within financial services, private banking, mutual funds, and investment advisory is preferred.
- Technical Skills: Knowledge and experience with Microsoft Office products including Word, Excel, Outlook, and Access.
- Project Management: Ability to handle multiple tasks and projects with tight delivery schedules.
- SEI Values: Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection, and fun.
We offer a range of benefits to support your well-being and career development, including private medical care, access to GPs online, enhanced family leave, volunteer days, and access to thriving employee networks. Our office space is designed to encourage innovation and creativity, with an open plan layout, flowing lines, and numerous art installations.