Senior Business Analyst – Transfer Agency

SEI

4d•$155,000 - $165,000•Hybrid

About The Position

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking a highly experienced Senior Business Analyst to drive strategic initiatives supporting SEI Institutional Transfer Agency, SEI Transfer Agency & Registrar Services, and the firm’s multi‑year modernization roadmap. This role plays a critical part in transforming SEI’s TA ecosystem—advancing large‑scale fund conversions, standardizing operating models, implementing in‑house solutions to replace vendor platforms, and enabling the next generation of operational efficiency across the organization. As a senior leader within the program, you will work closely with business executives, operational leaders, technology teams, product partners, external vendors, and cross‑functional project groups to design, document, test, and deliver enterprise‑level solutions.

Requirements

BA/BS in Computer Science, MIS, Mathematics, Engineering, Finance, Accounting, Business, or equivalent experience.
10+ years of business analysis experience within Transfer Agency servicing, including reporting, SQL, and data analysis.
Strong hands‑on experience leading large‑scale fund or TA conversions, ideally with platforms like Envision, TA2000, or FIS.
High proficiency with SQL, relational databases, and familiarity with agile methodologies and the SDLC.
Deep understanding of end‑to-end Transfer Agency operations, workflows, and data flows.
Experience with transfer agency systems and connected vendor applications such as AML, DDA Bank, Blue Sky, Print Vendor or equivalent analytical/operational tools.
Strong analytical, problem‑solving, and data‑interpretation skills.
Proven ability to break down complex operational and data challenges into actionable requirements.
Exceptional communication (written & verbal) and presentation abilities.

Nice To Haves

A drive to broaden one’s knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy
Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.
Curiosity, critical thinking and attention to detail: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

Responsibilities

Lead Large‑Scale Conversion Initiatives
Serve as a primary lead for major conversions from SS&C TA2000 to SEI’s Envision platform, covering 1,500+ funds and ~$400B AUM, ensuring data integrity, operational readiness, and alignment to business objectives.
Lead onboarding and conversion efforts for AIC and other third‑party fund complexes (100+ funds, ~$100B AUM) transitioning from external TA providers.
Manage new business conversions with a focus on cost optimization, process consistency, and effective vendor coordination.
Solution Delivery, Systems Configuration & Technical Execution
Lead end‑to-end solution onboarding—including scoping, estimation, design, business/technical requirements, workflow configuration, reporting needs, automation design, and data conversion mapping.
Translate business requirements into detailed functional specifications, configuration documentation, and testing frameworks.
Design and execute comprehensive end‑to-end test plans across interconnected applications to validate enhancements, conversions, and reporting deliverables.
Cross‑Functional Collaboration
Collaborate with developers, QA teams, fund accountants, investor services, sales, relationship managers, and external vendors to deliver scalable, reliable, and high‑quality solutions.
Work with business management on forecasting, EVA alignment, budgeting, and operational prioritization.
Process & Platform Improvement
Analyze current TA workflows and operational processes to identify optimization opportunities.
Lead approved process enhancement initiatives, ensuring measurable and sustainable operational efficiencies.