Regulatory Reporting Specialist
1 day ago
Position
Regulatory Reporting Specialist at SEI Investments
Company Overview
SEI Investments is a leading global provider of asset management and investment technology solutions. The company helps institutions and affluent families create and manage wealth.
Responsibilities
Serve as main point of contact and SME for internal and external clients regarding regulatory reporting requirements.
Research regulatory requirements, interpret regulations, and monitor U.S. government laws and industry updates.
Act as project manager for filing schedules, create timelines, and facilitate kick‑off meetings.
Liaise internally to ensure timely reporting and respond to client inquiries.
Identify and resolve errors promptly with proper documentation and escalation.
Develop and enhance process efficiencies, document procedures, and test regulatory reporting module enhancements.
Adhere to the Safety Statement and perform assigned duties.
Perform additional tasks and projects as required.
Qualifications
Minimum two years experience in Fund Accounting or Financial Reporting.
Experience with Sungard InvestOne, InvestTier, Investran, and SS&C Advent Geneva.
BA/BS in Business, Accounting, Finance, Economics, Mathematics, or equivalent work experience.
Strong knowledge of financial markets, especially derivatives.
Intermediate Microsoft Excel skills.
Attributes
Self‑motivated, able to manage multiple deliverables while maintaining quality.
Strong customer service and communication skills.
Excellent interpersonal, organizational, and administrative skills.
Able to multi‑task, prioritize, and meet deadlines.
Fluency in English (verbal and written).
Initiative, ownership, coaching/mentoring, and problem‑solving abilities.
Detail‑oriented, team player, and flexible.
Benefits
Healthcare for employee, spouse, and dependents up to age 18.
Pension scheme.
Tax saver, travel benefits, bike‑to‑work scheme.
On‑site gym, fitness classes, and 1:1 PT sessions.
Club supplement and education assistance.
Competitive paid family and annual leave, 2 volunteer days per year.
Life assurance and group income protection.
Employee share participation scheme.
Work Environment
Hybrid working model with flexible hours focusing on a healthy work‑life balance.
EEO Statement
SEI is an Equal Opportunity Employer.
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