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2024 Associate - Institutional Rotation

The Institutional team of over 300 professionals is experienced in enterprise risk management, advisory, asset allocation, investments, actuarial, employee education, and technology. Institutional group | SEI (seic.com)
The Institutional Rotational Associate can expect to rotate every 6-9 months over the course of two years through three different areas of the Institutional business, which may include Advice, Relationship Management, Sales and/or where there is a business need at the time of the rotation.

Advice:
Our advisory teams provide customized investment and asset allocation advice to our institutional OCIO and private wealth client base. This advice includes asset allocation modeling and the creation of investment strategies tailored to client goals and needs.

Relationship Management:
Our client service and relationship teams are fully accountable for the client experience for existing relationships. These teams develop strategy and organize resources to support client level strategy. They work with the advisory team on investment and asset allocation strategy but also prepare and deliver client reports, direct trading, support client audits and work with a variety of internal teams during the process.

Sales:
Our business development teams are focused on forming new relationships. This is a discovery process with potential clients as we look to move them through the sales funnel. These teams work with the marketing and RFP teams to help position SEI, differentiate us versus the competition and create business proposals to prospective clients.

About the Associates Program
We’ve designed our Associates Program for people like you. Through an intensive twelve-month program which includes career planning workshops, challenging group project work and great networking events, you’ll have support, exposure to senior management and the opportunity to contribute right away. You’ll be able to:

Learn what teamwork and leadership means at SEI during your week-long orientation program
Strengthen your business acumen and gain skills for success through weekly classroom-style sessions
Work on a strategic project in a team setting to add tangible value to SEI and to develop your presentation skills
Receive regular coaching and support to help you formulate your career goals
Network with employees across the organization, many of whom have graduated from the program
Get to know your fellow associates during fun networking events and teambuilding exercises
Get to know yourself and graduate from the program with a deep understanding of how to best leverage your strengths in order to maximize your impact

What you bring to the table:

Currently pursuing a Bachelor’s degree
Open to all majors, but focus on finance, accounting, economics, business, marketing or related fields
Graduate between December 2023 – June 2024
3.0 cumulative GPA preferred
Prior work experience or internship, preferably within the FinTech industry with Asset or Portfolio Management
University/college or community involvement such as with charitable organizations, travel abroad experience, participation in various clubs, organizations or athletic groups, etc.
Experience holding leadership positions strongly preferred
Eligibility to work in the United States
We reserve the right to exercise discretion with respect to the candidates who we will sponsor for work visas. For this role SEI is not hiring individuals who require sponsorship for work visas for employment or continued employment now or anytime in the future.

Attributes we value:

Ability to deal with ambiguity and quickly adapt to change
Self-motivation with an ability to prioritize multiple tasks
Action-oriented with the ability persevere when faced with obstacles
Natural curiosity, inquisitiveness and creative thinking
Ability to grasp loosely defined concepts and transform them into tangible results and key deliverables
Excellent collaboration, communications skills with the ability to develop a strong internal network across teams
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/

Location and Travel:
This position will be a hybrid role based at our corporate headquarters in Oaks, PA.

SEI’s competitive advantage:
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a comprehensive care for your physical and mental well-being, strong retirement plan, tuition reimbursement, hybrid working environment, support for working parents and Flexible Time Off (FTO) 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), 401k match, tuition reimbursement, commuter benefits, 11 paid holidays/year, 21+ days paid time off/year pro-rated, paid parental leave, discounted stock purchase plan, and investment options.

We are a technology and asset management company delivering on our promise of building brave futuresSM—for our clients, our communities, and ourselves. Come build your brave future at SEI.

SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains 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.

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, 21 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.

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.

SEI is an Equal Opportunity Employer and so much more…

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass 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.