Senior Automation & Analytics Lead, Investment Ops

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

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