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 RFP Analyst 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). The Analyst 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, this individual 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,
What you'll 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. .
' You will be required to contact IMS operational and solutions
leaders to ensure that solution and service content is current.
' You will be responsible for maintaining current information
about SEI corporate and IMS divisional information, including data
on financials, asset breakdown, employee counts, and other
' You will Gain in-depth knowledge of IMS' business lines
including Traditional investments vehicles such as mutual funds,
ETFs, collective investment trusts, managed accounts and the
services offered through our turnkey mutual fund series trust, the
Advisors Inner Circle Trust; and Alternative investments including
private equity, private debt, real estate, infrastructure and hedge
' You will Learn about IMS 'operational platform, including the
fund accounting, fund administration, client service, middle
office, and regulatory & compliance solutions, as well as other
services and technologies that support it.
' You will Support the RFP Manager to manage and complete
individual or multiple RFPs with conflicting, time-sensitive
' You will be responsible for managing from start to finish all
DDQs and RFIs by gathering the key information required to complete
and meet their aggressive deadlines.
' You will Create and maintain all appendices and attachments
that typically accompany the questionnaires.
What you bring to the table:
' BA / BS in business administration, accounting, operations or
' 2+ years professional experience in the financial services
industry. Background in fund accounting or fund operations
' Have the ability to collaborate with SMEs, and sales and
marketing professionals to complete tasks associated with RFPs,
DDQs, and RFIs.
' Knowledge of traditional and alternative investment vehicles
(e.g., mutual funds, ETFs, CITs, Limited Partnerships).
' Knowledge of common asset classes and portfolio strategies
used by investment managers.
' Proficiency with Microsoft Word, Excel and PowerPoint and
prior database management experience.
' Excellent project management skills.
Attributes we value:
' 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.
' Attention-to-detail to ensure that all deliverables
consistently meet the highest standard of quality and accuracy.
' Collaboration with internal and external stakeholders. As the
needs of our clients change, we need to be flexible to change with
' 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
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
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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