Investment Operations Project Manager

SEI1GLOBALUpper Providence Township, PA
3d

About The Position

At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. The Investment Operations Project Manager oversees projects supporting Mutual Fund, Hedge Fund, and Private Equity Fund operations, including Collective and Common Funds domiciled in the U.S., Canada, Ireland (UCITS) and UK. Responsibilities include managing initiatives related to operational efficiency, product implementations, and regulatory compliance, ensuring timely delivery within scope and adherence to all applicable regulatory and internal governance standards.

Requirements

  • Bachelor’s degree in Finance, Business Administration, or related field; MBA or PMP certification preferred.
  • 5-7 years of experience in mutual fund operations, investment management, or financial services project management.
  • Strong understanding of mutual fund structures, regulatory frameworks, and operational workflows.
  • Excellent communication, leadership, and organizational skills.
  • Proficiency in project management tools (MS Project, Jira) and financial systems.

Nice To Haves

  • Detail-oriented with a strong focus on operations, compliance and risk management.
  • Ability to manage multiple projects simultaneously.
  • Proactive solutions-oriented mindset who leads through influence, collaboration and trust.
  • Strong critical thinking skills to assess risks, solve complex challenges and make informed decisions.

Responsibilities

  • Project Planning & Execution
  • Define project scope, objectives, timelines, and deliverables for fund initiatives.
  • Develop detailed project plans, including resource allocation and risk management strategies.
  • Coordinate cross-functional teams (Investment Management, Compliance, Operations, Technology) for seamless execution.
  • Oversee transitions such as manager changes, fund launches, and terminations.
  • Communication & Stakeholder Management
  • Serve as the primary liaison between internal teams, external service providers, and sub-advisors.
  • Communicate project status, risks, and milestones to senior leadership and stakeholders.
  • Risk & Quality Management
  • Proactively identify risks and develop mitigation strategies.
  • Resolve project-related issues promptly to avoid delays or compliance breaches.
  • Identify process gaps and implement solutions to improve fund operations and client servicing.

Benefits

  • paid parental leave
  • back-up childcare arrangements
  • paid volunteer days
  • education assistance
  • access to thriving employee networks
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service