Investment Solutions Data Analyst

SEI; Pennsylvania; Remote; USD 60,000 - 95,000; Full time

Job summary

Join a pioneering financial services firm that thrives on innovation and flexibility. As an Investment Solutions Data Analyst, you'll play a crucial role in enhancing data quality and flow, impacting investment management decisions. Collaborate with a dynamic team to automate tasks, resolve data issues, and develop solutions that drive efficiency. This role not only offers a chance to grow your analytical skills but also provides a supportive environment with comprehensive benefits, fostering both personal and professional development. If you're passionate about data and eager to make a difference, this opportunity is for you.

Benefits

Health Care

Retirement Plans

Tuition Reimbursement

Flexible Working Arrangements

Parental Support

PTO

Qualifications

• 4+ years of experience in financial services required.
• CFA/CIPM designation or progress towards it preferred.
• Proficiency in Excel and relational databases necessary.

Responsibilities

• Monitor and improve investment data flow and quality.
• Acquire and transform new data sets for internal databases.
• Collaborate on projects and new initiatives within IMU.

Skills

Analytical Skills

Communication Skills

Problem-Solving

Critical Thinking

Self-Motivation

Education

Bachelor's degree in Business

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Computer Systems

Bachelor's degree in Mathematics

Bachelor's degree in MIS

Tools

SQL

Python

Power BI

Access

Factset

Bloomberg

BlackRock Solutions

Excel

Job description

When you step into SEI - anywhere in the world - you know you're not inside a traditional financial services company. We have no offices. Our open innovation spaces spur creativity, the provocative artwork inspires conversation, and the flexible work-life balance drives personal and professional growth. We are a place to inspire your work, build your voice, and grow your community. We're different. And we're proud of it.

Position description:

SEI's Investment Management Unit (IMU) is seeking an Investment Solutions Data Analyst to join our Data Team. This highly visible role impacts the data used by SEI's Investment Management Unit and market units. The successful candidate will collaborate with the IMU Data Team to acquire new data sets, improve processes, and develop solutions to support the needs of the Investment Management Unit and its clients.

What you'll do:

• Monitor and improve investment data flow, quality, and consumption.
• Acquire and transform new data sets from internal and external sources, storing them in internal databases.
• Create and monitor data integrity reports; perform reconciliation and data scrubs for accuracy.
• Work with vendors to resolve asset setup issues in the risk system.
• Ensure data quality for investment management, reporting, and compliance.
• Update controls and procedures to mitigate risks and enhance efficiency.
• Troubleshoot data issues collaboratively with analysts, portfolio managers, and vendors.
• Automate tasks to improve efficiency.
• Collaborate on projects and new initiatives within IMU and SEI market units.

What you bring to the table:

• Bachelor's degree in Business, Finance, Economics, Computer Systems, Mathematics, or MIS.
• At least 4 years of experience in financial services.
• CFA and/or CIPM designation or progress towards; reimbursement provided.
• Knowledge of mutual funds, managed accounts, and investment types.
• Experience with relational databases, SQL, Python, Power BI, or Access is advantageous.
• Familiarity with fund accounting systems and analytical tools like Factset, Bloomberg, BlackRock Solutions is a plus.
• Understanding of performance attribution and risk calculation is beneficial.
• Proficiency in Excel is required.

Attributes we value:

• Strong analytical, communication, and meticulousness.
• Problem-solving, critical thinking, self-motivation, and work ethic.
• Interest in data and developing related skills.
• Process-oriented with ability to create new processes.
• Ability to manage projects and adapt to change.
• Independent work on multiple tasks with strict deadlines.
• High standards for accuracy and precision.
• Curiosity and initiative.

SEI's competitive advantage:

We offer comprehensive benefits including health care, retirement plans, tuition reimbursement, flexible working arrangements, parental support, and PTO. Our environment fosters innovation and community engagement.

Join us to build your brave future at SEI.

SEI is an Equal Opportunity Employer and so much more...