Senior Investment Systems & Onboarding Analyst

SEI; Oaks (PA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Paid time off

Education assistance

Job summary

SEI in Oaks, Pennsylvania is looking for a Business Analyst III to support existing clients and lead new business onboarding. This role involves working directly with vendors and operational teams to deliver tailored solutions.

The ideal candidate has over 8 years of experience in fund accounting platform implementation. Strong communication skills and a background in financial services are crucial. SEI offers a comprehensive benefits package including healthcare, 401(k) match, and paid parental leave.

Qualifications

• Minimum of 8 years of fund accounting platform implementation experience.
• Experience with custom data integrations via API integrations.
• Experience in software configuration and data analysis.

Responsibilities

• Lead new business onboarding and systems configuration.
• Conduct gap analysis and support technical sales.
• Work with vendors to deliver best practices to operations.

Skills

Financial Services experience in the public markets industry

Data analysis

Problem solving skills

Attention to detail

Communication skills

Education

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

Tools

Microsoft Fabric (Power Automate/Power BI)

FIS's InvestOne platform

Job description

SEI in Oaks, Pennsylvania is looking for a Business Analyst III to support existing clients and lead new business onboarding. This role involves working directly with vendors and operational teams to deliver tailored solutions.

The ideal candidate has over 8 years of experience in fund accounting platform implementation. Strong communication skills and a background in financial services are crucial. SEI offers a comprehensive benefits package including healthcare, 401(k) match, and paid parental leave.