Senior Business Analyst - Investment Manager Services
About The Position
SEI delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, we work with corporations, financial institutions and professionals, and ultra-high-net-worth families to tackle problems, manage change, and help protect assets. The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Client Enablement team aligned to Public Markets clients and client services. As a Business Analyst III, you will support our existing clients, operational service teams, and new business development, and deliver standard and customized solutions.
Requirements
- BA/BS in Computer Science, MIS, Mathematics, Engineering, Finance, Accounting, Business or applicable experience.
- A minimum of 8 years of fund accounting platform implementation experience, software configuration, and data analysis preferably in the public markets industry (Mutual funds, CITs, ETFs)
- Financial Services experience in public markets industry (Mutual funds, CITs, ETFs)
- Experience with custom data integrations via flat file development, API integrations, and the delivery of standard and customized Snowflake solutions
- Other Experience with Microsoft Fabric (Power Automate/Power BI), comfort working directly with developers on solution delivery, and FIS’s InvestOne platform
Nice To Haves
- Curiosity, critical thinking and attention to detail.
- Solutions-oriented with strong problem solving skills.
- Ability to break down sophisticated data and operational problems and communicate to product development
- Self-motivated, and strive to meet demanding client delivery challenges.
- Custom software development and modeling experience a plus.
- Excellent communication skills, both written and verbal and presentation
- 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.
- Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.
Responsibilities
- Lead new business onboarding including estimation, approach/design, systems configuration, reporting, data conversion, and automations.
- Assess, analyze client customized requests and solutions
- Conduct and prepare gap analysis, business reason, solution definition for existing platform
- Support technical sales and present solutions
- Provide solutions packaging content and competitive positioning
- Work directly with our vendors to keep up and deliver best practices out to our operations teams
Benefits
- comprehensive care for your physical and mental well-being
- a strong retirement plan
- tuition reimbursement
- a hybrid working environment for most roles
- support for working parents
- flexible Paid Time Off (PTO)
- healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
- life and disability insurance (premiums paid for base coverage)
- 401(k) match
- education assistance
- commuter benefits
- up to 11 paid holidays/year
- 21 days PTO/year pro-rated for new hires which increases over time
- paid parental leave
- back-up childcare arrangements
- paid volunteer days
- a discounted stock purchase plan
- investment options
- access to thriving employee networks
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What This Job Offers
Job Type
Full-time
Career Level
Senior
