James Pinto
About James Pinto
James Pinto is a Senior Operations Analyst at SEI with a background in supply chain analysis and service technician roles. He holds a Bachelor of Science in Economics from Drexel University and has extensive experience in project management and training within the financial services industry.
Company
James Pinto currently holds the title of Senior Operations Analyst at SEI, which is a global provider of investment processing, investment management, and investment operations solutions. His role involves significant responsibilities dedicated to optimizing operational processes and systems.
Title
James Pinto is a Senior Operations Analyst at SEI. In this role, he has led various strategic initiatives and contributed to the overall efficiency and effectiveness of operations.
Education and Expertise
James Pinto earned a Bachelor of Science (BS) in Economics from Drexel University, completing his studies from 2013 to 2018. Additionally, he studied Engineering at Montgomery County Community College from 2011 to 2013, achieving a GPA of 3.8+. His educational background provides a strong foundation in both economics and engineering principles.
Background
James Pinto has amassed a diverse professional background, starting as a Service Technician at Bikesport in Trappe, PA, where he worked for seven years from 2007 to 2014. He then worked as an Analyst at Johnson & Johnson for six months in 2015. His roles evolved to include positions such as Service Technician at Trek Bicycle (2018-2019) and Cadence Cycling Centers-Philadelphia (2019-2020). He also briefly served as a Supply Chain Analyst at Beyond Meat in 2019 before joining SEI as a Senior Operations Analyst.
Achievements
At SEI, James Pinto has led a project to migrate manual reconciliations for traditional and alternative fund clients to a new system, aiming to streamline operations. He has also trained four new full-time analysts and supported an offshore team of six fund accountants. Furthermore, he is responsible for reconciling cash and assets daily for clients managing funds with net assets close to $1 billion and interfacing with various teams to address root causes and implement solutions.