Automation Specialist - Alternative Investments

SEI•Upper Providence Township, PA

19h

About The Position

SEI’s Investment Manager Services Division (IMS) is expanding its professional services team within the solutions group. The team provides services to new and existing clients. In this role, you will lead systems configuration, reporting, automation of fee calculations and waterfalls, and modeling services for clients. The work includes analyzing customized client requests, developing solutions for the existing platform, supporting technical sales, and collaborating across product, technology, sales, and operations to design, deliver, and maintain solutions.

Requirements

A BA/BS in Computer Science, MIS, Mathematics, Engineering, Finance, Accounting, Business, or applicable experience.
At least 8 years of experience in software and product development subject areas within the alternatives industry, specifically fund and partnership accounting.
Financial services experience in alternatives, private equity, private debt, or real estate operations, reporting, allocations, and management and incentive waterfall fee calculations.
Expertise with Anaplan and FIS Private Capital Suite (Investran).
Curiosity, critical thinking, and attention to detail.
Solution-oriented approach and strong problem-solving skills.
Ability to break down sophisticated data and operational problems and communicate them to product development.
Self-motivation and ability to meet demanding client delivery challenges.
Excellent written, verbal, and presentation communication skills.
Ability to present investment management solutions in a sales environment.
Ability to collaborate with internal and external partners.
Capacity to work within sophisticated systems and large data sets.
Commitment to embody SEI’s values of courage, integrity, collaboration, inclusion, connection, and fun.

Nice To Haves

Experience with Snowflake, Alteryx, Power Platform, Tableau, Yardi, Allvue, eFront, or LemonEdge.
Custom software development and modeling experience.

Responsibilities

Assess and analyze customized client requests and solutions.
Conduct and prepare gap analyses, business rationales, and solution definitions for the existing platform.
Support technical sales and present solutions.
Provide solution-packaging content and competitive positioning.
Collaborate with product, technology, developers, sales, and operations on the design, delivery, and maintenance of solutions.
Lead systems configuration, reporting, automation of fee calculations and waterfalls, and modeling services for new and existing clients.

Benefits

Comprehensive care for physical and mental well-being, including medical, dental, vision, prescription, wellness, EAP, and FSA benefits.
Life and disability insurance, with premiums paid for base coverage.
401(k) match and a strong retirement plan.
Education assistance and tuition reimbursement.
Commuter benefits.
Up to 11 paid holidays per year.
21 days of PTO per year, prorated for new hires, with PTO increasing over time.
Paid parental leave.
Back-up childcare arrangements.
Paid volunteer days.
Discounted stock purchase plan and investment options.
Access to employee networks.
Support for working parents.