Senior Business Analyst

SEI; Oaks (PA); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Paid time off

Job summary

SEI is seeking a Senior Business Analyst for its Investment Manager Services Division in Oaks, PA. The role focuses on onboarding new solutions, translating requirements into specs, and managing custom reporting and data extraction efforts.

You will collaborate with cross-functional teams—including developers, QA, fund accountants, and relationship managers—to deliver scalable solutions in a fast-paced, client-driven environment.

Qualifications

• BA/BS in Computer Science, MIS, Mathematics, Engineering, Finance, Accounting, Business or applicable experience.
• 8+ years of business analyst experience with reporting, ETL, SQL and product development in Alternatives.
• Familiarity with SDLC and agile frameworks such as Scrum.

Responsibilities

• Direct new solutions onboarding including estimation, design, configuration, reporting and data conversions.
• Translate requirements into technical specs and manage custom reporting projects.
• Develop end-to-end test cases across applications and oversee process improvements.
• Collaborate with developers, QA, fund accountants, relationship managers and external stakeholders.

Skills

Business analysis

SQL data analysis

SDLC knowledge

Agile / Scrum

Communication

FinTech experience

Education

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

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.