Assistant Manager, Aifs Investor Services
Current
Aug 2023 - Present
AeroLeads people directory · profile
James Burtch Email & Phone Number
Assistant Manager, AIFS Investor Services at SEI
at
SEI
2 work emails found
@bnymellon.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Assistant Manager, AIFS Investor Services at SEI
Location
Wilmington, Delaware, United States
Company size
Who is James Burtch? Overview
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Quick answer
James Burtch is listed as Assistant Manager, AIFS Investor Services at SEI at SEI, a with 3250 employees, based in Wilmington, Delaware, United States. AeroLeads shows a work email signal at bnymellon.com and a matched LinkedIn profile for James Burtch.
James Burtch previously worked as Assistant Manager, AIFS Investor Services at Sei and Senior Analyst Client Processing at Bny Mellon. James Burtch holds Bachelor Of Commerce (B.Com.), Business Economics And Law from University Of Alberta.
Company email context
Email format at SEI
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{first}.{last}@bnymellon.com
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AeroLeads found 2 current-domain work email signals for James Burtch. Compare company email patterns before reaching out.
Profile bio
About James Burtch
Experienced financial professional with a demonstrated history of working in the financial services industry, under tight deadlines and in high paced environments.Experienced in being a intermediary among multiple internal teams and departments (Regulatory Control, FATCA, Accounting, etc.). This has allowed timely and accurate and dependable client service according to specific client SLA's. In addition, an asset in internal system testing as well and being there when needed to ensure platform upgrades are implemented soundly. As an and experienced professional I have proven and shown my ability to meet changing & challenging deadlines while producing high-quality work for clients. Currently have a Bachelor of Commerce (B.Com.) Business Economics and Law focused in Economics and Law from University of Alberta, and reside in Wilmington, Delaware, USA.
Listed skills include Economic Modeling, Data Analysis, Statistical Data Analysis, Market Analysis, and 12 others.
Current workplace
James Burtch's current company
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Sei
6 roles
James Burtch work experience
A career timeline built from the work history available for this profile.
Senior Analyst Client Processing
Oct 2017 - Aug 2023
Ais Investor Relations Representative
The Investor Services department is responsible for:-Accurate processing and maintenance of partnership registers and documentation for the funds we administer. -Ensuring that prospective investors meet eligibility, compliance and anti-money laundering guidelines during the processing of investor-related transactions, which includes subscriptions, redemptions, the generation and distribution of confirmations and statements, as well as transfers, re-registrations and distributions. -Reconciling trade information received with the clients expected transactions and monies received from investors. -Written and oral correspondence with the fund and investors regarding AML documentation, transactions, performance and statement reporting. -Also a resource for Client and Investor inquiries regarding their transactions and documentation outside of the trade processing cycle.
May 2015 - Sep 2021
House Manager
-Responsible for the front of house staff during client booked shows.-Must ensure smooth show which must be run on time.-Deal directly with booking clients
Aug 2013 - Apr 2015
Head Of Operations
-Implemented rules and programs approved by Lister Hall Students Association-Oversaw maintenance and proper use of LHSA equipment as well as aided in event preparation
Jan 2013 - May 2013
Floor Coordinator
-Responsible for overseeing behaviour of more than sixty undergraduate residents in Canada's largest student resident complex-Originated and managed tower programming and events-Lister Hall Students Association representative voicing resident opinions and concerns on residence services and proposals
Aug 2011 - May 2012
Team & coworkers
Colleagues at SEI
Other employees you can reach at seic.com. View company contacts for 3250 employees →
CM
Chris Minick
Colleague at SeiNorristown, Pennsylvania, United States
View →
RM
Ron Metzger
Colleague at SeiNorristown, Pennsylvania, United States
View →
AM
A Mekhael
Colleague at SeiGreater Stockholm Metropolitan Area, Sweden
View →
RS
Ridwan Soleh
Colleague at SeiBandung, West Java, Indonesia
View →
HN
Hung Nguyen Huu
Colleague at SeiHanoi, Vietnam, Viet Nam
View →
LF
Lori Fauth
Colleague at SeiOaks, Pennsylvania, United States
View →
KB
Kerry Brust
Colleague at SeiSouthern Pines, North Carolina, United States
View →
JP
John Petrei
Colleague at SeiGreater Philadelphia, United States
View →
MS
Mala Santiago
Colleague at SeiFiskdale, Massachusetts, United States
View →
CO
Chris Otto
Colleague at SeiWest Chester, Pennsylvania, United States
View →
Chris Minick
Colleague at SeiNorristown, Pennsylvania, United States
View →
RM
Ron Metzger
Colleague at SeiNorristown, Pennsylvania, United States
View →
AM
A Mekhael
Colleague at SeiGreater Stockholm Metropolitan Area, Sweden
View →
RS
Ridwan Soleh
Colleague at SeiBandung, West Java, Indonesia
View →
HN
Hung Nguyen Huu
Colleague at SeiHanoi, Vietnam, Viet Nam
View →
LF
Lori Fauth
Colleague at SeiOaks, Pennsylvania, United States
View →
KB
Kerry Brust
Colleague at SeiSouthern Pines, North Carolina, United States
View →
JP
John Petrei
Colleague at SeiGreater Philadelphia, United States
View →
MS
Mala Santiago
Colleague at SeiFiskdale, Massachusetts, United States
View →
CO
Chris Otto
Colleague at SeiWest Chester, Pennsylvania, United States
View →
3 education records
James Burtch education
Bachelor Of Commerce (B.Com.), Business Economics And Law
Education record
West Chester Bayard Rustin High School
Education record
FAQ
Frequently asked questions about James Burtch
Quick answers generated from the profile data available on this page.
What company does James Burtch work for?
James Burtch works for SEI.
What is James Burtch's role at SEI?
James Burtch is listed as Assistant Manager, AIFS Investor Services at SEI at SEI.
What is James Burtch's email address?
AeroLeads has found 2 work email signals at @bnymellon.com for James Burtch at SEI.
Where is James Burtch based?
James Burtch is based in Wilmington, Delaware, United States while working with SEI.
What companies has James Burtch worked for?
James Burtch has worked for Sei, Bny Mellon, University Of Alberta Students' Union, Lister Hall Students' Association, and University Of Alberta Residence Halls Association.
Who are James Burtch's colleagues at SEI?
James Burtch's colleagues at SEI include Chris Minick, Ron Metzger, A Mekhael, Ridwan Soleh, and Hung Nguyen Huu.
How can I contact James Burtch?
You can use AeroLeads to view verified contact signals for James Burtch at SEI, including work email, phone, and LinkedIn data when available.
What schools did James Burtch attend?
James Burtch holds Bachelor Of Commerce (B.Com.), Business Economics And Law from University Of Alberta.
What skills is James Burtch known for?
James Burtch is listed with skills including Economic Modeling, Data Analysis, Statistical Data Analysis, Market Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, and Customer Service.
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