The Configuration Management (CM) Business Analyst collaborates with external and internal teams and is responsible for designing, customizing, and maintaining services configuration and rollout. You will work with various solution and product managers/ owners in defining and building the configuration requirements to support SEI's technical platforms (client, intermediary and operational) and processes.
These platforms and processes include:
• Client platform: the technology and business processes that support SEI business units
• Intermediary platform: the technology and business processes that support SEI's intermediaries (advisors, enterprise and bank)
• Operational platform: the technology and business processes that supports SEI's middle office operational unit
• Relationship management collaboration: any process and technology (including mobile and web) that allows the interaction between the different interested parties using SEI's platforms (operations, intermediary, relationship management and end-investor)
• Enterprise Architecture: the databases, workflow, rules engines and business components that constitute SEI's leveraged Enterprise Architecture.
Integration to back office processing systems (SEI's and others)
Integration of third party portfolio management and analytic systems
You will coordinate with CM Implementation Leads to create customized business operating model in support of the SWP client firms use of the Platform. You also support:
• Ongoing configuration changes requested by the various users including client firm users.
• Production issues related to CM data
• SME support for respective functional component like PME, Cash, Fees, Tax etc.
• Maintenance of CM data in baseline and across environments
What you will do:
• Support or participate in various simultaneous client and internal projects or initiatives
• Establish relationships within the internal and external business community.
• Participate in project plans for each client implementation or client project in conjunction with the project management team
• Interaction with SWP Development and Implementation representatives in gathering business requirements and ensure that end deliverables meet original business needs.
• Execute scripts for the purpose of maintaining production/implementation environments in relation to Configuration Management owned databases
• Engage various internal teams as needed to support potential changes in service including development needs
• Engage in automation projects as defined for efficiency within the Configuration Management team
• Support the development of the project management lifecycle through standardization and continuous improvement efforts
• Ensure that all interdependencies and resource needs are captured and managed
• Maintain project and team artifacts. Document/communicate key decisions, open issues, case studies, workflow and functional requirements.
• Effectively support status updates to SEI stakeholders and clients as needed
• Proactively recommend innovations and modifications which are in compliance with industry requirements and are consistent with corporate objectives and goals to improve operational processes, systems, policies and procedures.
• Perform effectively in a team environment including internal SEI teams (market units, development, operations)
• Be able to function as an individual contributor and make independent decisions where needed
What we need from you:
• Bachelor’s degree in Finance, Accounting, Mathematics, Economics, IS/IT with business emphasis, or related filed required
• A minimum of 1 year of Project Management or Business Analysis experience in the financial services industry or wealth management
• Oracle SQL skills and ability to interact with, manage, and maintain data in RDBMS oriented application.
• Proficiency in MS Office Suite, including Word, Excel, Project, and/or Visio; SharePoint, Confluent a plus
• SEI Wealth Platform systems knowledge is a plus.
What we would like from you:
• Self-motivated with an ability to prioritize multiple tasks and possesses the ability to quickly deal with change
• Ability to work effectively under little supervision as well as in a team environment.
• Excellent collaboration, communications, negotiation, and conflict resolution skills
• Organizational skills including an ability to manage multiple plans with concurrent deliverables and resource needs
• Ability to think creatively and seek optimum solutions
• Ability to grasp loosely defined concepts and transforms them into tangible results and key deliverables. Strong adaptability, innovative skills, and attention to detail
• Problem solving skills. Diagnostic skills with the ability to analyze technical, business, and financial issues and options
• Ability to infer from previous examples, willingness to understand how an application is put together
This team follows a hybrid schedule and work 3 days in the office.
SEI’s competitive advantage:
To help you stay energized, engaged and inspired, we offer 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.
We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an Equal Opportunity Employer and so much more…
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.
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.
What We Do
SEI® (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future. As of June 30, 2021, SEI manages, advises or administers approximately $1.3 trillion in assets. For more information, visit seic.com.
