2026 Intern - IMS Enhanced Middle Office Bank Debt Intern

SEI1GLOBAL•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 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

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
Currently pursuing an undergraduate degree in Finance, Accounting, Economics, Business, or a related field
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

Relevant coursework preferred (e.g., Financial Accounting, Investments, Corporate Finance, Economics)
Demonstrated interest in financial markets, credit products, or alternative investments
Prior exposure to financial operations, reconciliations, or data validation is a plus, but not required.

Responsibilities

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
Help with data checks, reconciliations, and exception tracking, escalating discrepancies to senior team members as appropriate
Supporting trade documentation workflows
Assisting with settlement coordination tasks
Maintaining trackers
Helping prepare internal reports or summaries used by the team to monitor processing status and outstanding items