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Jobs · Analyst · Pennsylvania

Senior Business Analyst - Investment Manager Services

SEI · Oaks, PA · 2 wk ago
AnalystFull-time

About the role

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.

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.

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.

Qualifications

  • 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.

Skills

  • 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.

Benefits

SEI offers a wide range of benefits including 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 and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include 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 and more.

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