What are the responsibilities and job description for the RFP Analyst - Investment Manager Services position at Sei?
When you step into SEI – anywhere in the world – you know you’re not inside a traditional financial services company. We have no offices. Our open innovation spaces spur creativity, the provocative artwork inspires conversation, and the flexible work-life balance drives personal and professional growth. We are a place to inspire your work, build your voice, and grow your community. We’re different. And we’re proud of it.
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Marketing Team. As the RFP Analyst, you will be responsible for supporting the RFP Manager within SEI’s Investment Manager Services Division supporting the completion of Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and Requests for Information (RFIs). You will be primarily responsible for updating and maintaining the RFP database that contains all the relevant information needed to complete RFP, DDQ and RFI questions. Working in collaboration with the RFP Manager, you will also interface with applicable subject matter experts (SMEs) in operations, solutions and technology as well as marketing and sales team members to research and obtain the information required to complete the RFP, DDQ and RFI questions under very tight, time-sensitive deadlines.
What you will do:
› You will be responsible for updating and maintaining the RFP database to ensure that it includes current answers for typical RFP, DDQ, and RFI questions. To update content, you will be required to contact leaders in IMS operations, solutions and SEI functional areas including IT, cybersecurity, risk management as examples to ensure content is current. You will also be responsible for maintaining current information about SEI corporate and IMS divisional information, including financial data, asset breakdown, employee headcount, and other organizational information.
› You will gain in-depth knowledge of IMS’ business units and the investment vehicles and strategies that they support: Alternatives: private equity, private debt and hedge funds. Traditional: mutual funds, ETFs, collective investment trusts, managed accounts, and the Advisors’ Inner Circle Fund®, our turnkey mutual fund series trust.
› You will learn about IMS ’operational platform and the technologies/applications that support it, including fund accounting/administration, middle office, regulatory & compliance solutions, data management, and other solutions and services.
› You will support the RFP Manager to help them complete individual or multiple RFPs with conflicting, time-sensitive deadlines.
› Over time, you will take responsibility for all DDQs and RFIs from start-to-finish by gathering key information required to complete and meet their aggressive deadlines.
› You will update and maintain all appendices and attachments that typically accompany RFPs, DDQs and RFIs.
› We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career.
What you bring to the table:
› Bachelor’s Degree in finance, accounting, business administration or information technology, or equivalent professional experience.
› Strong written communication skills
› Advanced skills in Microsoft Word, Excel and PowerPoint, and expertise in database management a plus.
› Excellent project management skills
› Some knowledge of traditional and alternative investment vehicles (e.g., mutual funds, ETFs, CITs, private equity, private debt and hedge funds) is preferred.
› Some knowledge of common asset classes and portfolio strategies used by investment managers is preferred.
› Must be comfortable working with conflicting, tight deadlines. Must be able to multi-task and manage multiple projects simultaneously.
Attributes we Value:
› Ability to work in a fast-paced, team-oriented environment.
› Strong inter-personal and communication skills with the ability to cultivate strong working relationships.
› A “can-do” attitude, strong work ethic, and a desire to learn about the IMS business and how it fits within the broader SEI.
› Strong attention to detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy.
› 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.
› 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.
SEI is an Equal Opportunity Employer and so much more…
After 50years in business, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses 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.
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