Operations Analyst – SWP / Custody Operations
Location: Minneapolis, MN / Milwaukee, WI / Chicago, IL
Duration: 1+ Year Contract
Job Type: Contract
Job Description
We are seeking an Operations Analyst with SWP (SEI Wealth Platform) and Custody Operations experience to support back-office investment operations for banking and advisor client groups.
The ideal candidate will have 1-4 years of experience in custody/investment operations, with hands-on experience supporting SWP-related processing, cash and securities movements, account maintenance, and operational reporting.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Commerce, Economics, or related field
- 1-4 years of experience in Custody Operations with SWP
- Hands-on experience with SWP navigation and client/portfolio-level data research
- Experience processing cash and securities transactions
- Knowledge of equities, fixed income, bonds, mutual funds, and traditional assets
- Strong knowledge of Microsoft Excel, Word, Access, and Outlook
- Strong communication, coordination, and organizational skills
- Ability to manage multiple tasks within time-sensitive operational deadlines
Key Responsibilities
- Process SWP-related operational activities and service requests
- Maintain and update client/account static data, including address, DOB, fee packages, and statement recipients
- Execute inter-account cash and stock transfers based on client instructions
- Manage recurring and ad-hoc cash disbursements
- Process dividend and interest payments
- Review and post cash receipts from clients and counterparties
- Research client and portfolio-level information within SWP systems
- Generate and interpret BOXI reports for MIS and operational reporting
- Coordinate with multiple operational processing teams
- Maintain a high level of accuracy, confidentiality, quality, and privacy
- Complete assigned activities within established processing and delivery timelines
Preferred Qualifications
- Degree or coursework in Finance, Accounting, or Business
- Experience with BOXI / BusinessObjects reporting
- Experience in custody, asset servicing, securities operations, or investment operations
- Knowledge of capital markets and financial products
Ideal Candidate Background
Candidates with experience as a Custody Operations Analyst, Investment Operations Analyst, Securities Operations Analyst, Asset Servicing Analyst, or Cash Operations Analyst are encouraged to apply, particularly those with direct SWP experience.
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