Investment Solutions Technology & Data Analyst

SEI's Investment Management Unit (IMU) is looking for an Investment Solutions Technology & Data Analyst to join our Technology Team. This is a highly visible, project driven role with a direct impact on the technology, data architecture, and analytical solutions that support SEI’s investment management and market units.

The successful candidate will partner closely with investment, technology, and operations teams to define business needs, lead technology focused initiatives, and design and deliver data solutions that improve scalability, efficiency, and insight across the investment management platform.
This role also plays a key part in validating new technology solutions by coordinating and supporting the testing of new system releases, integrations, and enhancements to ensure changes meet business requirements and are ready for production use.

What you will do:
•    Partner with IMU business teams to gather requirements, perform business analysis, and translate investment and data needs into technical solutions
•    Lead and contribute to technology and data projects, including system integrations, platform enhancements, vendor onboarding, and process modernization initiatives
•    Design and help implement data architectures, workflows, and controls to support scalable investment data acquisition, transformation, and consumption
•    Work with internal technology teams and third party vendors to integrate new data sources, systems, and tools into the IMU data ecosystem
•    Coordinate and support testing of new system releases, integrations, and enhancements, including validating new build components, ensuring alignment with business requirements, and supporting user acceptance and release readiness activities
•    Support project management activities, including defining scope, timelines, deliverables, dependencies, and risk mitigation plans
•    Develop and enhance data pipelines, controls, and automated processes to improve data quality, transparency, and efficiency
•    Troubleshoot complex data and integration issues by coordinating across analysts, engineers, portfolio teams, vendors, and other stakeholders
•    Contribute to the creation of process documentation, technical specifications, and operating models for new and existing solutions
•    Support strategic initiatives and new product launches by providing data, technology, and analytical expertise
•    Identify opportunities to standardize, automate, and modernize investment data and technology processes
What we need from you:
•    Bachelor’s degree in Business, Finance, Economics, Computer Science, Engineering, Mathematics, MIS, or a related field
•    Minimum of 4+ years of experience in financial services, investment management, or a technology enabled data role
•    Strong experience working on technology or data driven projects, including system integrations or platform enhancements
•    Experience supporting or coordinating testing efforts for technology or data solutions, including system integrations, enhancements, or new platform releases
•    Experience with project coordination or project management methodologies
•    Demonstrated ability to perform business analysis and translate requirements into technical designs or solution approaches
•    Working knowledge of relational databases and data tools (e.g., SQL, Python, Power BI, or similar technologies)
•    Familiarity with investment data, products, and workflows (traditional and/or alternative assets preferred)
•    Exposure to investment systems and vendors such as Bloomberg, FactSet, BlackRock Solutions, or similar platforms is a plus
•    CFA, CIPM, or progress toward designation is a plus (reimbursement provided)
What we would like from you:
•    Strong analytical and critical thinking skills with the ability to solve ambiguous problems
•    Excellent written and verbal communication skills; able to engage effectively with both technical and non technical stakeholders
•    Comfortable working between business teams and technology teams as a translator and solution partner
•    Process oriented mindset with the ability to design and improve workflows where none exist
•    Ability to manage multiple projects or workstreams concurrently and meet deadlines
•    High attention to detail and commitment to data accuracy, quality, and controls
•    Self motivated, intellectually curious, and eager to learn new technologies and investment concepts
•    Ability to operate independently while collaborating effectively in a team based environment
 

This team follows a hybrid schedule and works 3 days a week 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.