Senior Business Analyst - Investment Manager Services

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. Technology and operations: The heartbeat of our business.

We work with our clients to tackle the whole of business transformation. From the front to back office, our technology solutions build connections that empower our clients to take control and reshape their businesses. We offer end-to-end platforms for wealth and investment management, delivered as flexible outsourced infrastructure solutions that include processing, fund administration, information analytics, and cybersecurity services.

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.

What you will do:

• 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

What we need from you:

• 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

What we would like from you:

• 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.

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.