Investment Operations Project Manager
SEI2 days ago
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OnsiteFull-timeMid
Summary
SEI is seeking an Investment Operations Project Manager to join their team in Oaks, PA. The role involves overseeing projects supporting Mutual Fund, Hedge Fund, and Private Equity Fund operations, ensuring operational efficiency and regulatory compliance.
About the Role
As an Investment Operations Project Manager, you will define project scope, objectives, timelines, and deliverables for fund initiatives. You will develop detailed project plans, coordinate cross-functional teams, and serve as the primary liaison between internal teams and external service providers. Additionally, you will proactively identify risks, resolve project-related issues, and implement solutions to improve fund operations.
About You
Required:
- Bachelor’s degree in Finance, Business Administration, or related field.
- 5-7 years of experience in mutual fund operations, investment management, or financial services project management.
- Strong understanding of mutual fund structures, regulatory frameworks, and operational workflows.
- Excellent communication, leadership, and organizational skills.
- Proficiency in project management tools (MS Project, Jira) and financial systems.
Preferred:
- MBA or PMP certification.
- Detail-oriented with a strong focus on operations, compliance, and risk management.
- Ability to manage multiple projects simultaneously.
- Proactive solutions-oriented mindset.
- Strong critical thinking skills to assess risks and solve complex challenges.
Benefits
- Comprehensive healthcare (medical, dental, vision, prescription, wellness, EAP, FSA).
- Life and disability insurance (premiums paid for base coverage).
- 401(k) match.
- Education assistance and tuition reimbursement.
- Commuter benefits.
- Up to 11 paid holidays/year.
- 21 days PTO/year pro-rated for new hires which increases over time.
- Paid parental leave and back-up childcare arrangements.
- Paid volunteer days.
- Discounted stock purchase plan and investment options.
- Access to thriving employee networks.
SEI
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that’s money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of Dec. 31, 2024, SEI manages, advises, or administers approximately $1.6 trillion in assets. For more information, visit seic.com. Additional disclosures: https://seic.com/social
Oaks, PA