Business Analyst III

SEI; Oaks (PA); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Healthcare

401(k) match

Tuition reimbursement

Paid PTO

Paid parental leave

Back-up childcare

Volunteer days

Employee stock purchase plan

Job summary

SEI is seeking a Senior Business Analyst to support Investment Manager Services clients and internal teams in delivering customized and standard solutions. You will lead onboarding, translate client requirements into technical specs, and develop end-to-end test cases while coordinating with developers, QA, fund accountants, investor services, and relationship managers.

Qualifications include a BA/BS in a relevant field, 8+ years in a financial services/alternatives environment, SDLC and Agile

Qualifications

• BA/BS in Computer Science, MIS, Mathematics, Engineering, Finance, Accounting or applicable experience.
• 8+ years of business analyst experience with building reports, ETL, SQL in Alternatives industry.
• In-depth knowledge of SDLC and analytical expertise; familiarity with Agile frameworks such as Scrum.
• Ability to break down complex data and operational problems and communicate to product development teams.
• FinTech experience with Alternative funds supporting operations, reporting and allocations.
• Proficiency with data analysis tools and databases (SQL, etc.).
• Proficiency with program management tools such as JIRA and Confluence.

Responsibilities

• Direct new solutions onboarding including estimation, approach/design, systems configuration, reporting, data conversion, and automations.
• Translate requirements into documented technical specifications and manage custom reporting and file extract projects.
• Develop comprehensive end-to-end test cases at application and multi-application levels.
• Oversee the implementation of approved process improvements.
• Assess and analyze client customized requests and solutions.
• Collaborate with developers, QA, fund accountants, investor services, relationship managers and external stakeholders to design, deliver, and maintain solutions.

Skills

Business analysis

SQL

ETL

SDLC

Agile/Scrum

FinTech

Data analysis

JIRA

Confluence

Education

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

Tools

JIRA

Confluence

Job description

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 seeking new members on our Solutions team aligned to out Alternative Investment clients and client services. As a Senior Business Analyst, you will support our existing clients, operational service teams, and new business development to deliver customized and standard solutions.

What You Will Do

• Direct new solutions onboarding including estimation, approach/design, systems configuration, reporting, data conversion, and automations.
• Responsible for translating requirements into documented technical specifications and managing the overall custom reporting and file extract projects.
• Develop comprehensive end-to-end (E2E) test cases at the application and multi-application levels.
• Overseeing the implementation of approved process improvements.
• Assess, analyze client customized requests and solutions.
• Collaborate with developers, quality assurance tests, fund accountants, investor services associates, relationship managers and external stakeholders in the design, delivery, 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 business analyst experience with building reports, ETL, SQL, and other product development areas within the Alternatives industry.
• In depth knowledge of the Software Development Life Cycle (SDLC), analytical expertise, and familiarity with agile frameworks such as Scrum.
• Ability to break down sophisticated data and operational problems and communicate to product development
• FinTech experience with Alternative funds that supported operations, reporting, and allocations.
• Proficiency with data analysis tools including databases, SQL, etc.
• Proficiency in program management tools and software, such as JIRA and Confluence.

What We Would Like From You

• Certifications in CSM, PMP, CSPO, etc.
• Curiosity, critical thinking and attention to detail.
• Solutions-oriented with strong problem solving skills.
• Self-motivated, and strive to meet demanding client delivery challenges.
• Excellent communication skills, both written and verbal and presentation
• Ability to collaborate with internal and external partners.
• Capacity to work within sophisticated systems and large data sets.

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.