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.
What you will do:
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.
What we need from you:
- 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.
What we would like from you:
- 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.
SEI’s competitive advantage:
To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
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.
Similar Jobs
What We Do
SEI® (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future. As of June 30, 2021, SEI manages, advises or administers approximately $1.3 trillion in assets. For more information, visit seic.com.
