operations analyst

fund accountant

analyst

senior operations analyst

business analyst

SEI Investments

This is a very good place to gain experience working in the investments industry, and can lead to either a career within the company or outside of the company, many opportunities depending on your career outlook. There are company happy hours throughout the year, and some teams even have team happy hours and holiday dinners. Definitely a great place to start or intern for anyone who wants a career in business or accounting. 

My advice to management would be the following...Increase the salary to better compete in the industry, and try to provide more monetary benefits such as bonuses for stressful crunch times. Also ensure that when someone is promoted with an increase in the pay scale, that they will also receive their annual pay increase based on performance, this will boost morale for work ethic. When filling supervisory roles ensure that candidates have work experience and knowledge in that specific industry in which they are pursuing, this will lessen the burn-out of analysts who have to do all of the work and handle supervisory responsibilities at the same time. Finally, while in this industry part of the job is catering to client needs, there needs to be a clear line between serving a client's needs and serving as a client's whipping post. There has to be a point where there is push-back towards any client exhibiting borderline-abusive behavior.

Where do I even begin? When I first started, I felt like a part of the team and that the work I did actually mattered. I was wrong. It was made very clear that since I did not share the same "party mentality" that my team members and management did I was often excluded from HH, lunches and "inside jokes". In an attempt to navigate away from that a lateral move was made which turned out to be an even worse working environment. The woman that basically recruited me to work on her team since no one was willing due to her horrible reputation that she had created for herself, turned into a complete nightmare. She was rude, threatened me and my job, placed outlandish and unfounded restrictions on myself and no one else on my team. When I went to HR about the situation, which was a 4 or more month venture in itself, instead of trying to correct the clearly unacceptable treatment, HR did nothing. I often would have check-in's so HR could see how I was "dealing" with the situation. A situation that should have never occurred and been remediated immediately upon my complaint. This treatment and lack of action lead to a diminishing faith in the company and ultimately caused me to leave. SEI is a revolving door, you are underpaid, undervalued and over worked. The reason they are always hiring has nothing to do with growth and everything to do with the fact that the retention rate is extraordinarily low. I would never recommend
SEI to anyone.

SEI is a fine company to work for as an accounting analyst if you do not mind low compensation for your work. There is an open environment, so no cubicles or offices anywhere, not even the CEO. There is typically a young crowd working in the IMS department, people compare it to college all over again. Advancement in the IMS department is minimal, starting as a analyst you can get promoted to senior analyst (which gets a pay raise about the same as your normal yearly raise, which they wont give you the year you become senior analyst, and the same duties as an analyst), you can then be promoted to supervisor, but many times I have seen managers hire outside the company for supervisors and then get senior analysts to train the new supervisors to do what the senior analyst already knows very well.  And finally you can make manager, but good luck. there are not many spots that open up in this position and you will be stuck as a supervisor longer then you want, at a pay level you REALLY don't want. Other than that I would say the company is a good place to be, but I hope you don't have a lot of student loans or other liabilities to be paid on a monthly basis.

SEI is hands down the best in the industry for RIA practice management and truly understanding the critical importance of supporting the Advisor's value proposition.  They are the original and best at digging into the concept of Outsourcing in my humble opinion.  I learned so much from my Managing Director, Jim Ward, in my time there; however, the greater "Management" was not as hands-on due to the size and structure of the firm, which is why I gave the number of stars I did on that question. There was surely not work-life balance in my experience as we all worked tremendously hard with vigor and never looked at a clock. It is a wonderful firm full of bright thinkers doing only positive things and leaning into new areas of technology, investment sectors and research but all the while keeping people at the forefront and remembering that Advisors will lead the way versus AI.  SEI is a fabulous company I cannot say enough great things about.

One of the best things I found about the company was there was no typical day at work unless you wanted it that way.  If you worked to position yourself correctly, your daily work experience was varied and interesting with opportunity for learning almost every day.  I learned a great deal about financial services, programing, technology and people.  

I found the management team for the most part, to be solid and professional.  As with any organization, there were exceptions but the majority of managers were interested in you and your career as well as simply getting the job done. I really only had one negative management experience in all the years I worked there. 

The people that work at SEI I found to be first off to be smart, energetic,  and convivial.  The vast majority were professional, accommodating, helpful, and cooperative.  Again, as with any organization, there are always the exceptions.

Make outbound calls to businesses and state and local government agencies to upgrade or upsell new technologies to help work flow. Always playing and learning how to use new technologies to help sell the new products rolling out. Management was very helpful and easy to work with. All my coworkers were easy to get along with and real friendly and helpful. The hardest part of the job was learning new technologies that took sometime to understand but management and coworkers were very helpful in assisting or helping with understanding the new technology. I really loved working there because management and coworkers always pushed you to your full potential and always had social events to get everyone together and have good time and get to know each other which made it really fun work environment.

If you are a recent college graduate just looking for work experience, you can certainly get some here. The company often has a variety of positions open and the barrier to entry is low so long as you have the requisite education. The work-life balance on my team is pretty good and I've never been asked to work outside of my regular working hours or had a PTO request denied.
That being said, the compensation and career progression leaves a lot to be desired. The base pay at the entry level is pretty low for the amount of education and productivity expected of the analysts. That wouldn't be so bad if the company offered a variety of opportunities to advance but the progression seems to be slow with only small pay increases. Turnover at the analyst level seems to be high because of this as people start considering other opportunities as soon as they realize they may have better chances to succeed elsewhere.

SEI has a great culture and is truly a unique financial services company. You can see the significant age variations (recent graduates, few individuals in their high 20’s to low 40’s then many above 45). SEI pays significantly lower than the industry average which often leads to people leaving the company often and quickly. If the company wants to retain employees, they need to pay better and offer better benefits. And when someone leaves the company, it takes months to replace them, making other people’s jobs more stressful (and at the same pay). They recently announced a one-time retirement plan that is going to allow senior employees to retire early - great for them, but will catastrophic for the company as a whole. Ryan Hicke was promoted to the CEO position, and I am hopeful changes will come…. Hopefully much sooner than later. 

I am not fond of this company's treatment of it's employees. If you work on a team that brings in ample revenue then advancement and work life balance seems to be more up to par with general company reviews.
In addition, one cannot use upper management for professional references which seems like a way to deter their turnover ratio, which is high for a reason, and isn't fair to the work you have done within the company, especially if it cannot be referenced when you leave. They cannot endorse your skills on linked in, nor provide any insight to you as an employee within the company.
The company provides many amenities that I personally have never been available to use, so essentially they are not amenities for some.

Biggest failure is it is a cost reduction company, not a profit maximizing.

This was my first real job. And I learned a whole lot it was at times stressful but worth every ounce of nail bitting hair pulling and worry that I encountered to meet those dead lines, I started as a temp in the mail room and ended as a Sr. Data Analyst, Boy I Loved that place.

On pop days we ate pizza and had softball teams and bowling team of course our girls softball team barley won three games over the years but we had a ball getting beat down every week.

During population we got cab fare and supper money is what it was called then.
Although they are a very small company now if you can meet the demands of the company it is a great place to work for.

Los of perks

Top Job Titles	Average Salary
Operations analyst 21 salaries reported	$49,649 per year
Fund accountant 17 salaries reported	$54,106 per year
Analyst 5 salaries reported	$59,720 per year
Senior operations analyst 4 salaries reported	$56,500 per year
Business analyst 4 salaries reported	$77,625 per year

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