The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking to expand the new professional services team within the solutions group. This team provides exceptional services to new and existing clients. As a Senior Business Analyst, you will lead new business onboarding estimation, approach/design, systems configuration, reporting, data conversion, automations, system integrations, and modeling services.
What you will do:
- 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
- Collaborate with product components, technology, developers, sales, operations in the design delivery and maintenance of the solutions.
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 accounting platform implementation experience, software, and product development subject areas in the Alternatives industry
- Financial Services experience in Alternatives, preferably Private Equity, Private Debt, Real Estate operations, reporting, allocations, and fee calculations
- Expertise in alternatives systems implementations: FIS Private Capital Suite (Investran), Geneva is preferred
- Experience with Snowflake, Anaplan, Alteryx, Power Platform, Tableau, Yardi, Allvue, eFront, LemonEdge
What we would like from you:
- Curiosity, critical thinking and attention to detail. Solution-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. Please see our website for more information. https://www.seic.com/
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.
SEI Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SEI and has not been reviewed or approved by SEI.
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Healthcare Strength — Comprehensive medical coverage, FSAs, disability and life insurance, and wellness incentives are part of the package. Recognition for workplace mental health and on‑site wellness options further bolster perceived healthcare depth.
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Leave & Time Off Breadth — PTO is characterized as generous, with indications of ample time away and flexibility. Specific accruals and usage vary by team, so confirming details in offers is encouraged.
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Retirement Support — A 401(k) plan, an employee stock purchase plan, and an employee investment program are available, with plan features including early eligibility and automatic enrollment. Recent plan terms have included a safe‑harbor employer match with immediate vesting.
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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.
