Automation Specialist - Alternative Investments

181 SEI Global Services, Inc.; Oaks (PA); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Paid time off

Education assistance

Parental leave

Commuter benefits

Job summary

SEI Global Services, Inc. is seeking a Senior Business Analyst to join the Investment Manager Services Division in Oaks, PA.

You will lead systems configuration, reporting, automations of fee calculations and waterfalls, and modeling services for new and existing clients. You will assess client customized requests, perform gap analyses, support technical sales, and collaborate across product, technology, and operations to design and maintain delivery solutions for sophisticated investment

Qualifications

• BA/BS in Computer Science, MIS, Mathematics, Engineering, Finance, Accounting or applicable experience.
• A minimum of 8 years of software and product development subject areas in the Alternatives industry fund and partnership accounting space.
• Financial Services experience in Alternatives, Private Equity, Private Debt, Real Estate operations, reporting, allocations, and management and incentive waterfall fee calculations required.
• Expertise in systems: Anaplan, FIS Private Capital Suite (Investran)
• Experience in systems Snowflake, Alteryx, Power Platform, Tableau, Yardi, Allvue, eFront, LemonEdge

Responsibilities

• 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.

Skills

Analytical thinking

Problem-solving

Communication

Presentation skills

Collaboration

Education

BA/BS in Computer Science, MIS, Mathematics, Engineering, Finance, Accounting or applicable experience

Tools

Anaplan

FIS Private Capital Suite (Investran)

Snowflake

Alteryx

Power Platform

Tableau

Yardi

Allvue

eFront

LemonEdge

Job description

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, systems configuration, reporting, automations of fee calculations and waterfalls, and modeling services for new and existing clients.

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 software, and product development subject areas in the Alternatives industry fund and partnership accounting space
• Financial Services experience in Alternatives, Private Equity, Private Debt, Real Estate operations, reporting, allocations, and management and incentive waterfall fee calculations required
• Expertise in systems: Anaplan, FIS Private Capital Suite (Investran)
• Experience in systems Snowflake, 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
• 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, 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.

The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.

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.

We are global provider of technology, operations, and asset management services for the financial services industry. We tailor our solutions to help clients make effective use of their capital—whether that’s money, time, or talent—so they can grow and better serve their clients.

At SEI, we’re committed to fostering an inclusive workplace where everyone has the same opportunities to grow, develop, and succeed.