Senior Business Analyst - Investment Manager Services

181 SEI Global Services, Inc.; Oaks (PA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care benefits

401(k) match

Education assistance

Paid parental leave

Paid holidays and PTO

Job summary

181 SEI Global Services, Inc. is seeking a Business Analyst III for its Client Enablement team. The role revolves around enhancing service delivery for Public Markets clients, with responsibilities including leading onboarding, conducting gap analysis, and supporting technical sales.

Ideal candidates will have substantial experience in fund accounting and software configuration, along with strong problem-solving skills. This position comes with comprehensive health benefits, a 401(k) match, and paid time off among other perks.

Qualifications

• Minimum 8 years of experience in fund accounting platform implementation.
• Experience with custom data integrations via flat file and API.
• Strong problem-solving skills and ability to communicate complex solutions.

Responsibilities

• Lead onboarding of new business including system configuration.
• Conduct gap analysis and define solutions for the existing platform.
• Support technical sales and collaborate with vendors.

Skills

Fund accounting platform implementation

Software configuration

Data analysis in public markets

Microsoft Fabric (Power Automate/Power BI)

API integrations

Snowflake solutions

Education

Bachelor’s degree in Computer Science or equivalent

Job description

About the Role

SEI’s Investment Manager Services Division (IMS) is growing rapidly and needs a Business Analyst III on its Client Enablement team focused on Public Markets clients. The analyst will support existing clients, operational service teams, and new business development to deliver standard and customized solutions.

Responsibilities

• Lead new business onboarding, including estimation, design, system configuration, reporting, data conversion, and automation.
• Assess, analyze and document client custom requests and solutions.
• Conduct gap analysis, business justification and define solutions for the existing platform.
• Support technical sales and present solutions to clients.
• Prepare solutions packaging content and competitive positioning.
• Collaborate with vendors to adopt best practices for our operations teams.

Qualifications

• Bachelor’s degree in Computer Science, MIS, Mathematics, Engineering, Finance, Accounting, Business or equivalent experience.
• Minimum 8 years of fund accounting platform implementation experience, software configuration and data analysis in public markets (Mutual funds, CITs, ETFs).
• Experience with custom data integrations via flat file development, API integrations and delivery of Snowflake solutions.
• Proficiency with Microsoft Fabric (Power Automate/Power BI) and familiarity with FIS InvestOne platform.

Preferred Qualifications

• Curiosity, critical thinking and strong problem‑solving skills.
• Ability to break down sophisticated data and operational problems and communicate solutions to product development.
• Experience in custom software development and modeling.
• Excellent written and verbal communication, presentation, and sales proficiency.
• Ability to collaborate with internal and external partners.

Benefits

• Comprehensive health care: medical, dental, vision, prescription, wellness, Employee Assistance Program, FSA.
• Life and disability insurance premium‑paid base coverage.
• 401(k) match.
• Education assistance and tuition reimbursement.
• Commuter benefits.
• Paid holidays (up to 11 per year) and 21 days PTO per year prorated for new hires, increasing over time.
• Paid parental leave, backup childcare arrangements, paid volunteer days.
• Discounted stock purchase plan and investment options.
• Access to employee networks and other employee resources.

Equal Opportunity Employer

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.