2026 Intern - IMS Enhanced Middle Office Bank Debt Intern

SEI • Upper Providence Township, PA

2d • Hybrid

About The Position

Our Internship Program provides undergraduate students with a structured and meaningful learning experience designed to prepare them for future careers and help them make informed decisions about their professional aspirations. This 10-week opportunity focuses on building foundational business knowledge while helping interns understand how to effectively operate and grow in a corporate environment. This opportunity is part of SEI’s broader professional and leadership development continuum, designed to support early career talent as they explore potential career paths. While the internship does not guarantee full-time placement, it provides meaningful exposure to SEI’s culture, ways of working, and development opportunities that may support future consideration for additional early career programs. Interns will work in a hybrid model from our corporate headquarters in Oaks, Pennsylvania. In addition to on-the-job experience, Interns can expect to: Build foundational professional skills and strengthen business, industry, and technical acumen through a weekly seminar series Develop practical workplace capabilities through interactive sessions focused on how work gets done in a corporate environment Participate in an on‑demand summer learning plan curated by our People Development team to support business knowledge and professional development Gain exposure to SEI’s business, teams, and culture through hands‑on experiences and group activities Receive regular coaching and guidance through one‑to-one sessions with the program manager to support professional growth and career exploration Connect with members of the broader SEI workforce through career story sessions and informal coffee chats Build meaningful relationships with fellow interns through several events held throughout the summer Receive a resume review and professional headshot to support future career opportunities Qualities successful interns bring to SEI Academic achievement in Business or Technology related fields of study such as finance, accounting, economics, marketing, computer science, or data analytics Leadership involvement in university or community organizations (e.g., charities, clubs, athletic teams, honor societies) A grade point average of 3.5 or above General awareness of artificial intelligence (AI) concepts and an interest in learning how AI can be used responsibly and effectively in a professional work environment Strong written and verbal communication skills A strong work ethic and sense of accountability Enthusiasm, curiosity, and active participation Proactiveness and willingness to learn Thoughtful risk-taking and openness to feedback Professionalism, respect, and a collaborative mindset IMS Bank Debt Team Overview: The Bank Debt team sits within Investment Manager Services (IMS) and provides enhanced middle office support for institutional loan investors. The team partners closely with clients and internal groups to support the full lifecycle of bank loan investments, including trade processing, loan activity, reconciliations, and ongoing servicing. The group manages high-volume, detail-intensive workflows and plays a critical role in ensuring accurate reporting, timely processing of credit events, and strong operational controls for complex loan portfolios. IMS Bank Debt Intern: The Bank Debt Intern will support the Enhanced Middle Office (EMO) Bank Debt team within Investment Manager Services (IMS), assisting with the day‑to‑day operational activities that support institutional bank loan portfolios. The intern will gain hands‑on exposure to the full lifecycle of bank loan investments, including trade support, loan activity processing, reconciliations, and servicing functions. Working closely with analysts and supervisors, the intern will help ensure accurate and timely processing of loan data while developing a foundational understanding of bank debt products, credit facilities, and operational controls. On a daily basis, the intern will assist with reviewing and organizing loan notices received from agent banks and third‑party providers, supporting the application and validation of loan activity such as interest, principal, and other credit events. The intern will help with data checks, reconciliations, and exception tracking, escalating discrepancies to senior team members as appropriate. Additional responsibilities may include supporting trade documentation workflows, assisting with settlement coordination tasks, maintaining trackers, and helping prepare internal reports or summaries used by the team to monitor processing status and outstanding items. Through this role, the intern will build practical skills in financial operations, attention to detail, and cross‑team collaboration while supporting a high‑volume, detail‑oriented bank debt platform.

Requirements

• Currently pursuing an undergraduate degree in Finance, Accounting, Economics, Business, or a related field
• Relevant coursework preferred (e.g., Financial Accounting, Investments, Corporate Finance, Economics)
• Demonstrated interest in financial markets, credit products, or alternative investments
• Strong attention to detail and ability to work accurately with high‑volume financial data
• Proficiency with Microsoft Excel and Microsoft Office (ability to review data, use templates, and maintain trackers)
• Ability to follow documented procedures and standardized workflows
• Strong written and verbal communication skills
• Comfortable working in a deadline‑driven, operational environment
• Ability to manage multiple tasks and escalate issues appropriately
• Professionalism and ability to collaborate effectively with analysts, supervisors, and internal partners

Nice To Haves

• Prior exposure to financial operations, reconciliations, or data validation is a plus, but not required.

Responsibilities

• Assist with reviewing and organizing loan notices received from agent banks and third‑party providers
• Support the application and validation of loan activity such as interest, principal, and other credit events
• Help with data checks, reconciliations, and exception tracking, escalating discrepancies to senior team members as appropriate
• Support trade documentation workflows
• Assist with settlement coordination tasks
• Maintain trackers
• Help prepare internal reports or summaries used by the team to monitor processing status and outstanding items

Benefits

• paid parental leave
• back-up childcare arrangements
• paid volunteer days
• education assistance
• access to thriving employee networks

What This Job Offers

• Career Level: Intern
• Number of Employees: 1,001-5,000 employees