Marilyn Spencer

Marilyn Spencer

Operations Analyst Ii @ Sei

About Marilyn Spencer

Current Position at SEI

Marilyn Spencer is currently employed as an Operations Analyst II at SEI. In this role, she actively contributes to refining operational procedures and protocols to optimize processes. She effectively handles client requests, ensuring high levels of client satisfaction. Spencer also has a proven track record of facilitating seamless trade settlements via DTC and Trust 3000.

Previous Experience

Prior to her current position, Marilyn Spencer held various roles that honed her expertise in social media and data analytics. She worked as a Social Media Marketing Intern at TheLatest.com, Inc. for four months in 2020, followed by a two-month stint as a Social Media Coordinator at SCPa Works in 2020. From 2019 to 2022, she served as a Social Media Analyst at Harrisburg University of Science and Technology in Harrisburg, Pennsylvania. Additionally, she worked as a Store Coordinator at Student Life for two months in 2019.

Educational Background

Marilyn Spencer holds a Bachelor of Science in Management, Entrepreneurship, and Business Administration from Harrisburg University of Science and Technology, where she studied Data Analytics from 2018 to 2022. She further advanced her education by earning a Master of Science in Business Analytics from the University of Maryland - Robert H. Smith School of Business.

Data Analysis and Technical Skills

Marilyn Spencer possesses deep expertise in data-driven decision-making, extending beyond finance into various sectors. She excels at deciphering complex data sets and presenting insights in captivating graphs and visuals. Her technical skills include the manipulation and analysis of large data sets using Microsoft Excel, along with generating actionable insights via Microsoft Access and Citrix. She has developed documentation of processes and procedures, which aids in the streamlined onboarding of new team members.

Contributions and Responsibilities

In her professional roles, Marilyn Spencer has demonstrated her ability to train and onboard new team members, sharing insights on trade settlement processes, Trust 3000, DTC settlement, and best practices for client interactions. She conducted rigorous data entry, verification, and quality control measures to maintain data integrity and generated over 2,000 reports. Her problem-solving skills were pivotal in troubleshooting trade settlement discrepancies, minimizing operational workflow disruptions. She also prioritized and managed multiple tasks within fast-paced environments, meeting deadlines and adapting to the dynamic demands of the financial market.

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