Investment Operations Project Manager

SEI•Upper Providence Township, PA

2d•Hybrid

About The Position

SEI is seeking an Investment Operations Project Manager to lead cross‑functional initiatives that support Mutual Fund, Hedge Fund, and Private Equity operations, including Collective and Common Funds across the U.S., Canada, Ireland (UCITS), and the UK. This role sits at the intersection of investment operations, regulatory requirements, and project delivery. You’ll manage initiatives focused on operational efficiency, fund lifecycle events, and regulatory readiness while partnering closely with Investment Management, Operations, Compliance, and Technology teams. If you enjoy solving complex problems, coordinating diverse stakeholders, and driving initiatives from concept to completion, this role offers both variety and visibility.

Requirements

Bachelor’s degree in Finance, Business Administration, or a related field.
A minimum of 3 years of experience in investment operations, asset management, or financial services project management.
Strong understanding of fund structures (e.g., mutual funds, collective trusts, alternatives) and operational workflows.
Demonstrated ability to manage multiple initiatives in a dynamic environment.
Strong communication, organization, and problem‑solving skills.

Nice To Haves

MBA, PMP, or other relevant certification.
Experience with global fund structures (e.g., UCITS).
Familiarity with project management tools such as MS Project, Jira, or similar platforms.

Responsibilities

Project Leadership & Delivery Lead end‑to-end project execution for fund‑related initiatives, including launches, manager transitions, restructures, and fund closures.
Define project scope, timelines, deliverables, and success metrics.
Develop and maintain detailed project plans, proactively managing dependencies, risks, and resource needs.
Ensure projects are delivered on time, within scope, and aligned with regulatory and internal governance expectations.
Cross‑Functional Collaboration Partner with Investment Management, Operations, Compliance, Legal, Technology, and external service providers to ensure seamless execution.
Act as a central point of coordination, ensuring teams remain aligned and informed throughout the project lifecycle.
Build strong working relationships with internal stakeholders and external partners, including sub‑advisors and vendors.
Risk, Controls & Continuous Improvement Identify operational, regulatory, and execution risks and develop thoughtful mitigation strategies.
Escalate issues as appropriate and drive resolution to prevent delays or control breakdowns.
Identify opportunities to enhance workflows, controls, and documentation to improve overall fund operations and client outcomes.
Communication & Stakeholder Management Provide clear, concise updates on project status, milestones, risks, and key decisions.
Tailor communication style for different audiences, including senior leadership.
Support transparency, accountability, and confidence in project outcomes.