Operations Analyst/Fund Accountant Opportunities (Spring/Summer 2026 Graduates)
SEI · Oaks, PA · 1 mo ago
Full-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections that have real specific content. No job title heading. No Job ID etc. Remove boilerplate, navigation, EEO, etc. Must preserve all substantive info.
Let's parse the posting.
Content:
- Intro: "The Investment Manager Services Division (IMS) at SEI is growing rapidly and currently building a pipeline of 2026 Spring/Summer graduates interested in starting their careers here at SEI. Our primary objective is to provide outstanding customer service and comprehensive administration support for our clients, which include a wide range of investment funds, such as hedge funds, private equity funds, and other alternative investments. By applying to this role, you will be considered for a range of entry-level roles across various departments. These are entry level positions, where training and support will be provided."
- "Roles We Are Hiring For Fund Accountant, Alternative Investment Funds Operations Analyst, AIFS Investor Services Fund Accountant, Investment Fund Services Operations Analyst, Institutional Private Client Operations Analyst, Reconciliation Operations Analyst, Enhanced Middle Office (Bank Debt)"
- "What We Need From You 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."
- "What We Would Like From You An aim 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 to ensure that all objectives consistently meet the highest standard of quality and accuracyCollaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. Positivity and congenial 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.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/"
- "For this position, SEI is not hiring individuals who require sponsorship for employment or continued employment now or anytime in the future." This is a requirement? Could be a note but maybe we can include under Requirements? It's a restriction. Might be considered a requirement but it's not a qualification. Could be omitted? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. So we need to keep that statement. It's not a heading but could be placed in a paragraph under Requirements or maybe a separate note. Since we have to avoid boilerplate, but this is specific content about sponsorship. It's not boilerplate. So we keep.
- "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, 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."
- Then more about company: "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." Then EEO etc which we must remove. Also AI Acceptable Use etc remove.
Thus we need sections: About the role (intro), Roles We Are Hiring For (maybe as a list), Requirements (What We Need From You + sponsorship note), Preferred/Desired (What We Would Like From You), Benefits (SEI’s Competitive Advantage). Possibly also a section for "About SEI" but we have some description after benefits about being technology and asset management company etc. That could be part of About the role or a separate "About SEI". But we must only include sections when posting has real specific content. The paragraph about being a technology and asset management company delivering on promise etc is specific content about SEI. Could be placed under "About SEI" or maybe under "About the role". However "About the role" already used for intro about role. Could rename that section to "About the role" and include the intro plus maybe the SEI description? But the instruction: use
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections that have real specific content. No job title heading. No Job ID etc. Remove boilerplate, navigation, EEO, etc. Must preserve all substantive info.
Let's parse the posting.
Content:
- Intro: "The Investment Manager Services Division (IMS) at SEI is growing rapidly and currently building a pipeline of 2026 Spring/Summer graduates interested in starting their careers here at SEI. Our primary objective is to provide outstanding customer service and comprehensive administration support for our clients, which include a wide range of investment funds, such as hedge funds, private equity funds, and other alternative investments. By applying to this role, you will be considered for a range of entry-level roles across various departments. These are entry level positions, where training and support will be provided."
- "Roles We Are Hiring For Fund Accountant, Alternative Investment Funds Operations Analyst, AIFS Investor Services Fund Accountant, Investment Fund Services Operations Analyst, Institutional Private Client Operations Analyst, Reconciliation Operations Analyst, Enhanced Middle Office (Bank Debt)"
- "What We Need From You 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."
- "What We Would Like From You An aim 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 to ensure that all objectives consistently meet the highest standard of quality and accuracyCollaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. Positivity and congenial 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.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/"
- "For this position, SEI is not hiring individuals who require sponsorship for employment or continued employment now or anytime in the future." This is a requirement? Could be a note but maybe we can include under Requirements? It's a restriction. Might be considered a requirement but it's not a qualification. Could be omitted? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. So we need to keep that statement. It's not a heading but could be placed in a paragraph under Requirements or maybe a separate note. Since we have to avoid boilerplate, but this is specific content about sponsorship. It's not boilerplate. So we keep.
- "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, 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."
- Then more about company: "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." Then EEO etc which we must remove. Also AI Acceptable Use etc remove.
Thus we need sections: About the role (intro), Roles We Are Hiring For (maybe as a list), Requirements (What We Need From You + sponsorship note), Preferred/Desired (What We Would Like From You), Benefits (SEI’s Competitive Advantage). Possibly also a section for "About SEI" but we have some description after benefits about being technology and asset management company etc. That could be part of About the role or a separate "About SEI". But we must only include sections when posting has real specific content. The paragraph about being a technology and asset management company delivering on promise etc is specific content about SEI. Could be placed under "About SEI" or maybe under "About the role". However "About the role" already used for intro about role. Could rename that section to "About the role" and include the intro plus maybe the SEI description? But the instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can choose headings that match content. We have no explicit Responsibilities section; we have roles list maybe could be under Responsibilities? But better to have a section "Roles We Are Hiring For" but that's not in the list of example headings. However we can still use any heading? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It suggests those are examples but not exclusive? It says "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect us to use those headings where applicable. So we should map content to those headings.
Thus:
- About the role: intro paragraph about IMS, objective, entry-level roles, training.
- Responsibilities: maybe we can list the roles we are hiring for as responsibilities? Not exactly. Could treat "Roles We Are Hiring For" as responsibilities? Might be a stretch. But we could create a Responsibilities section with bullet list of typical duties? Not given. The posting does not list specific duties beyond generic support. So maybe we skip Responsibilities if no specific content. The instruction: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text. So we should not create a Responsibilities section if we don't have specific duties. So we skip.
- Requirements: What We Need From You (education, experience, Excel, communication, customer service) plus sponsorship note.
- Qualifications: maybe we could treat "What We Would Like From You" as Qualifications? Or Skills? The examples include Qualifications and Skills. We could put "What We Would Like From You" under Qualifications (desired qualifications). Or we could split: Skills for technical skills (Excel) but that's already in Requirements. Better to put "What We Would Like From You" under Qualifications.
- Benefits: SEI’s Competitive Advantage paragraph.
- Pay and Schedule: not provided, so omit.
Thus we will have sections: About the role, Requirements, Qualifications, Benefits.
We need to use - for any list of duties/requirements/benefits. So for Requirements we have a list of items: BA/BS in ...; Internship experience preferred; Intermediate skills in Microsoft Excel; Self-motivation, organization and aim to complete multiple client objectives...; Strong written and verbal communication skills; Strong customer service skills; plus sponsorship note (not hiring individuals who require sponsorship). We can make each as
- .
For Qualifications we have list: Aim to broaden knowledge...; Attention-to-detail; Collaboration; Positivity and congenial approach; Curiosity, critical thinking and attention to detail (some duplication); Someone who will embody SEI Values... We can list them.
For Benefits we have list: comprehensive care for physical and mental well-being; strong retirement plan; tuition reimbursement; hybrid working environment; support for working parents; flexible PTO; 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; discounted stock purchase plan; investment options; access to thriving employee networks; plus maybe more. We'll list them.
We also have intro paragraph about role and maybe also the SEI description about being technology and asset management company delivering brave futures etc. That could be part of About the role or maybe a separate "About SEI" but not in examples. Could incorporate into About the role after the intro. Let's include that as part of About the role paragraph.
Thus About the role: combine first paragraph plus the SEI description paragraph (starting "We are a technology and asset management company...").
We must not include EEO, AI Acceptable Use, etc.
Now produce HTML fragment:
About the role
...
Requirements
- BA/BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience
- Internship experience preferred
- Intermediate skills in Microsoft Excel
- 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 (primary client support via email and/or phone)
- Strong customer service skills (daily communication with clients and other service providers)
- SEI is not hiring individuals who require sponsorship for employment or continued employment now or anytime in the future
Qualifications
- Aim 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 to ensure that all objectives consistently meet the highest standard of quality and accuracy
- Collaboration with internal and external stakeholders; flexibility to adapt as client needs change
- Positivity and congenial approach in assisting colleagues and clients; ability to work in a team environment
- Curiosity, critical thinking and attention to detail to identify solutions or help implement more efficient processes
- Embodiment of SEI Values: courage, integrity, collaboration, inclusion, connection and fun
Benefits
- Comprehensive care for physical and mental well‑being
- Strong retirement plan
- Tuition reimbursement
- Hybrid working environment for most roles
- Support for working parents
- Flexible Paid Time Off (PTO)
- 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 per year
- 16 days PTO per year (pro‑rated for new hires, increasing over time)
- Paid parental leave
- Back‑up childcare arrangements
- Paid volunteer days
- Discounted stock purchase plan
- Investment options
- Access to thriving
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It suggests those are examples but not exclusive? It says "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect us to use those headings where applicable. So we should map content to those headings.
Thus:
- About the role: intro paragraph about IMS, objective, entry-level roles, training.
- Responsibilities: maybe we can list the roles we are hiring for as responsibilities? Not exactly. Could treat "Roles We Are Hiring For" as responsibilities? Might be a stretch. But we could create a Responsibilities section with bullet list of typical duties? Not given. The posting does not list specific duties beyond generic support. So maybe we skip Responsibilities if no specific content. The instruction: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text. So we should not create a Responsibilities section if we don't have specific duties. So we skip.
- Requirements: What We Need From You (education, experience, Excel, communication, customer service) plus sponsorship note.
- Qualifications: maybe we could treat "What We Would Like From You" as Qualifications? Or Skills? The examples include Qualifications and Skills. We could put "What We Would Like From You" under Qualifications (desired qualifications). Or we could split: Skills for technical skills (Excel) but that's already in Requirements. Better to put "What We Would Like From You" under Qualifications.
- Benefits: SEI’s Competitive Advantage paragraph.
- Pay and Schedule: not provided, so omit.
Thus we will have sections: About the role, Requirements, Qualifications, Benefits.
We need to use - for any list of duties/requirements/benefits. So for Requirements we have a list of items: BA/BS in ...; Internship experience preferred; Intermediate skills in Microsoft Excel; Self-motivation, organization and aim to complete multiple client objectives...; Strong written and verbal communication skills; Strong customer service skills; plus sponsorship note (not hiring individuals who require sponsorship). We can make each as
- .
For Qualifications we have list: Aim to broaden knowledge...; Attention-to-detail; Collaboration; Positivity and congenial approach; Curiosity, critical thinking and attention to detail (some duplication); Someone who will embody SEI Values... We can list them.
For Benefits we have list: comprehensive care for physical and mental well-being; strong retirement plan; tuition reimbursement; hybrid working environment; support for working parents; flexible PTO; 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; discounted stock purchase plan; investment options; access to thriving employee networks; plus maybe more. We'll list them.
We also have intro paragraph about role and maybe also the SEI description about being technology and asset management company delivering brave futures etc. That could be part of About the role or maybe a separate "About SEI" but not in examples. Could incorporate into About the role after the intro. Let's include that as part of About the role paragraph.
Thus About the role: combine first paragraph plus the SEI description paragraph (starting "We are a technology and asset management company...").
We must not include EEO, AI Acceptable Use, etc.
Now produce HTML fragment:
About the role
...
Requirements
- BA/BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience
- Internship experience preferred
- Intermediate skills in Microsoft Excel
- 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 (primary client support via email and/or phone)
- Strong customer service skills (daily communication with clients and other service providers)
- SEI is not hiring individuals who require sponsorship for employment or continued employment now or anytime in the future
Qualifications
- Aim 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 to ensure that all objectives consistently meet the highest standard of quality and accuracy
- Collaboration with internal and external stakeholders; flexibility to adapt as client needs change
- Positivity and congenial approach in assisting colleagues and clients; ability to work in a team environment
- Curiosity, critical thinking and attention to detail to identify solutions or help implement more efficient processes
- Embodiment of SEI Values: courage, integrity, collaboration, inclusion, connection and fun
Benefits
- Comprehensive care for physical and mental well‑being
- Strong retirement plan
- Tuition reimbursement
- Hybrid working environment for most roles
- Support for working parents
- Flexible Paid Time Off (PTO)
- 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 per year
- 16 days PTO per year (pro‑rated for new hires, increasing over time)
- Paid parental leave
- Back‑up childcare arrangements
- Paid volunteer days
- Discounted stock purchase plan
- Investment options
- Access to thriving
- for any list of duties/requirements/benefits. So for Requirements we have a list of items: BA/BS in ...; Internship experience preferred; Intermediate skills in Microsoft Excel; Self-motivation, organization and aim to complete multiple client objectives...; Strong written and verbal communication skills; Strong customer service skills; plus sponsorship note (not hiring individuals who require sponsorship). We can make each as
- .
For Qualifications we have list: Aim to broaden knowledge...; Attention-to-detail; Collaboration; Positivity and congenial approach; Curiosity, critical thinking and attention to detail (some duplication); Someone who will embody SEI Values... We can list them.
For Benefits we have list: comprehensive care for physical and mental well-being; strong retirement plan; tuition reimbursement; hybrid working environment; support for working parents; flexible PTO; 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; discounted stock purchase plan; investment options; access to thriving employee networks; plus maybe more. We'll list them.
We also have intro paragraph about role and maybe also the SEI description about being technology and asset management company delivering brave futures etc. That could be part of About the role or maybe a separate "About SEI" but not in examples. Could incorporate into About the role after the intro. Let's include that as part of About the role paragraph.
Thus About the role: combine first paragraph plus the SEI description paragraph (starting "We are a technology and asset management company...").
We must not include EEO, AI Acceptable Use, etc.
Now produce HTML fragment:
About the role
...
Requirements
- BA/BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience
- Internship experience preferred
- Intermediate skills in Microsoft Excel
- 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 (primary client support via email and/or phone)
- Strong customer service skills (daily communication with clients and other service providers)
- SEI is not hiring individuals who require sponsorship for employment or continued employment now or anytime in the future
Qualifications
- Aim 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 to ensure that all objectives consistently meet the highest standard of quality and accuracy
- Collaboration with internal and external stakeholders; flexibility to adapt as client needs change
- Positivity and congenial approach in assisting colleagues and clients; ability to work in a team environment
- Curiosity, critical thinking and attention to detail to identify solutions or help implement more efficient processes
- Embodiment of SEI Values: courage, integrity, collaboration, inclusion, connection and fun
Benefits
- Comprehensive care for physical and mental well‑being
- Strong retirement plan
- Tuition reimbursement
- Hybrid working environment for most roles
- Support for working parents
- Flexible Paid Time Off (PTO)
- 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 per year
- 16 days PTO per year (pro‑rated for new hires, increasing over time)
- Paid parental leave
- Back‑up childcare arrangements
- Paid volunteer days
- Discounted stock purchase plan
- Investment options
- Access to thriving