2026 Intern - IMS Operations Integrity & Quality Control 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 IMS Operations Integrity & Quality Control Overview: The Operations Integrity & Quality Control (OIQC) team supports the operations of SEI’s Investment Manager Services (IMS) on matters relating to internal controls, process improvements, and risks (assessment & prevention). OIQC’s reach extends to both the Alternative and Traditional businesses within IMS, allowing a wide and diverse range of opportunities for learning, development and networking. IMS Operations Integrity & Quality Control Internship: As an intern and part of the OIQC team, you will be working with management to assist multiple IMS teams in a variety of different projects/reviews. This may include, but not limited to: Executing review plans to test the operating effectiveness of internal controls, the accuracy of financial records and compliance with an Operations teams’ policies and procedures. Developing and implementing process enhancements and increasing efficiencies through use of automation from various technological tools/programs Specifically on the Traditional side, you will be trained and responsible for interpreting Investment Management and Valuation policies/agreements, along with monthly Broker and Custodial statements. OIQC has been working on a large project with many internal/external stakeholders to implement standardized client revenue/expense calculations for CIT Funds. You will be required to assist management with testing and providing recommendations on such calculations, along with reviewing expense agreements and communicating with multiple teams regarding status tracking and deadlines. Additionally, you will also be involved with sampled testing of manual reconciliations performed by Fund Accounting. This will give you an opportunity to understand the cash and position reconciliation process, along with its potential risk areas to determine if controls were effectively performed by the related Operations team. Our Story: 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. SEI is an equal opportunity 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. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.

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
Willingness to learn new things
Works well both independently and collaboratively
Effective communication skills, both written and verbal
Strong analytical and problem-solving skills
Attention to detail
Organizational skills
Effective time management ability
Basic knowledge of Microsoft Excel

Nice To Haves

Previous experience or coursework within the following areas a plus: Alteryx, PowerApps, Microsoft Co-Pilot
High level understanding of investment funds and the accounting (U.S. GAAP)
Working on internal/external audit engagements

Responsibilities

Executing review plans to test the operating effectiveness of internal controls, the accuracy of financial records and compliance with an Operations teams’ policies and procedures.
Developing and implementing process enhancements and increasing efficiencies through use of automation from various technological tools/programs
Interpreting Investment Management and Valuation policies/agreements, along with monthly Broker and Custodial statements.
Assist management with testing and providing recommendations on such calculations, along with reviewing expense agreements and communicating with multiple teams regarding status tracking and deadlines.
Involved with sampled testing of manual reconciliations performed by Fund Accounting.