Business Analyst II - Advent Geneva

SEI Investments Company; Oaks (PA); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A leading company in investment processing is seeking a Business Analyst to join their Solutions team. The role involves liaising with various departments to enhance operational efficiency and support alternative investment funds. Ideal candidates will have a strong background in finance and experience with investment systems. This position offers opportunities for professional development and a hybrid work schedule.

Benefits

Paid Parental Leave

Back-up Childcare Arrangements

Paid Volunteer Days

Education Assistance

Qualifications

• Minimum of 3 years of experience as a Business Analyst or related role.
• Proficient in Advent Geneva, gained through hands-on experience.

Responsibilities

• Liaison between Operations, Solutions, Product, and Development teams.
• Documenting and implementing business and functional product requirements.
• Educating operations teams on products/solutions.

Skills

Problem Solving

Communication

Customer Service

Education

BA / BS in Accounting

BA / BS in Finance

BA / BS in Economics

BA / BS in Mathematics

Tools

Advent Geneva

Microsoft Excel

JIRA

Confluence

SQL Server Management Studio

Job description

At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility.

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Solutions team. Our primary goal is to provide exceptional accounting and administration servicing for our clients’ assigned alternative investment funds. As a business analyst, you will serve as a dedicated resource to the alternative investment fund services department to assist with internal and external client solutions/product based support.

What you will do:

• As an analyst, you will be the liaison between Operations, Solutions, Product and Development teams, working closely to identify, develop, and implement product and technology based solutions to increase operational efficiency, improve accuracy, and mitigate operational risk.
• You’ll be documenting and implementing business and functional product requirements. Frequently used tools include Advent Geneva, JIRA, Confluence, and SQL Server Management Studio.
• You will be asked to educate the operations teams on our products/solutions.
• You will be expected to maintain a general understanding of our various businesses, client businesses and financial services generally.
• You will get the opportunity to apply creative problem-solving skills to address complex challenges and effectively improve processes.
• We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career.

What we need from you:

• BA / BS in Accounting, Finance, Economics, Mathematics, or equivalent experience.
• Minimum of 3 years of experience as a Business Analyst or related role.
• Experience with alternative investment systems
• Proficient in Advent Geneva, gained through hands on experience, is essential.
• Intermediate skills in Microsoft Excel.
• The self-motivation, organization and drive to complete multiple deliverables in a timely manner without sacrificing excellence or quality.
• Strong written and verbal communication skills as you will primarily support your internal clients through email and/or phone calls.
• Strong customer service skills as you will be communicating daily with your internal clients and other service providers.
• Strong problem solving skills as you will need to be creative and diligent to meet our users needs.

What we would like from you:

• A drive to broaden one’s knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
• Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy.
• Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
• Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.
• Curiosity, critical thinking and attention to detail: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
• 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/

This team follows a hybrid work schedule with Tuesday - Thursday in the office.

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.