Automation Specialist - Alternative Investments

SEI; Upper Providence Township (PA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Healthcare benefits (medical, dental,视

401(k) match

Tuition reimbursement

Paid time off (PTO)

Parental leave

Backup childcare arrangements

Paid volunteer days

Stock purchase plan

Job summary

SEI is seeking a Senior Business Analyst to lead systems configuration, reporting, and automation of fee calculations within the IMS solutions group. You will model services for new and existing clients, assess client requirements, and collaborate across product, technology, and sales teams to deliver tailored investment management solutions.

Ideal candidates have 8+ years in software/product development in the alternatives space and strong expertise with Anaplan and Investran, plus familiarity

Qualifications

• BA/BS in a relevant field with professional experience.
• Minimum 8 years in software and product development in the Alternatives fund/partnership accounting space.
• Financial services experience in Alternatives, Private Equity, Private Debt, Real Estate operations, reporting, allocations, and waterfall fee calculations.
• Expertise in systems Anaplan and FIS Private Capital Suite (Investran).
• Experience with Snowflake, Alteryx, Power Platform, Tableau, Yardi, Allvue, eFront, LemonEdge.

Responsibilities

• Assess and analyze client customized requests and solutions.
• Conduct gap analysis, business rationale, and solution definition for the existing platform.
• Support technical sales and present solutions to clients.

Skills

Business analysis

Stakeholder management

Requirements gathering

Data analysis

Financial services

Systems configuration

Anaplan

FIS Private Capital Suite/Investran

Snowflake

Alteryx

Power Platform

Tableau

Yardi

Allvue

eFront

LemonEdge

Education

BA/BS in CS/MIS/Math/Engineering/Finance/Accounting/Business

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.

• 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

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.