Automation Engineer

SEI1GLOBAL•Upper Providence Township, PA

23h

About The Position

At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. The SEI Technology Automation Team has an exciting career opportunity for a Process Engineer with strong technical expertise. This position requires hands-on experience with Microsoft Power Automate, API integration, and tools like SharePoint, combined with a solid understanding of business processes in the financial services industry. The ideal candidate will thrive in an Agile environment, be adaptable, and demonstrate the ability to translate business requirements into automated solutions. 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. 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.

Requirements

BA/BS Degree with experience in financial services, including knowledge of industry dynamics, products, and platforms.
Minimum 2 years of experience in process automation, API integration, or related technical roles.
Minimum 2 years of hands-on experience with Microsoft Power Automate, SharePoint, and workflow mapping tools (e.g., Visio).
Familiarity with RESTful APIs, authentication methods, and integration best practices.
Strong Microsoft Office skills; experience with data analysis and reporting tools, such as PowerBI or Tableau is a plus.

Nice To Haves

Experience with SQL queries a plus
Strong Organizational and communication skills.
Self-Motivation with the ability to prioritize multiple tasks.
Strong problem-solving skills.
Action Oriented, with the ability to quickly deal with change.
Excellent collaboration, communications, negotiation, and conflict resolution skills.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/.

Responsibilities

Design, develop, and implement automated workflows using Microsoft Power Automate, leveraging connectors, triggers, and advanced components to streamline business processes.
Integrate APIs and build custom connectors to enable seamless data exchange between systems.
Utilize SharePoint for document management, workflow automation, and collaboration solutions.
Collaborate with cross-functional teams across SEI to identify automation opportunities and deliver scalable solutions.
Collect, analyze, and document business rules, processes, and prepare documentation or both current and newly engineered processes.
Analyze existing processes, identify inefficiencies, and engineer improvements using automation tools.
Collect, analyze, and document business rules and processes, ensuring alignment with automation strategies.
Lead requirements-gathering sessions with business and technical stakeholders for complex automation projects as needed
Ensure project timelines and deliverables for automation initiatives are being met as well as ensuring quality and compliance.
Assist with system testing and coordinate with business users for validation of automated workflows.
Monitor and optimize automated processes using control systems and analytics to ensure performance and reliability.
Measure and report on realized improvements versus forecasted goals.