Business Analyst III - Investment Manager Services
SEI Investments
Business Analyst IIISEI 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 growing rapidly and is seeking new members on our Client Enablement team aligned to Public Markets clients and client services. As a Business Analyst III, you will support our existing clients, operational service teams, and new business development, and deliver standard and customized solutions.What you will do:Lead new business onboarding including estimation, approach/design, systems configuration, reporting, data conversion, and automations.Assess, analyze client customized requests and solutionsConduct and prepare gap analysis, business reason, solution definition for existing platformSupport technical sales and present solutionsProvide solutions packaging content and competitive positioningWork directly with our vendors to keep up and deliver best practices out to our operations teamsWhat we need from you:BA/BS in Computer Science, MIS, Mathematics, Engineering, Finance, Accounting, Business or applicable experience.A minimum of 8 years of fund accounting platform implementation experience, software configuration, and data analysis preferably in the public markets industry (Mutual funds, CITs, ETFs)Financial Services experience in public markets industry (Mutual funds, CITs, ETFs)Experience with custom data integrations via flat file development, API integrations, and the delivery of standard and customized Snowflake solutionsOther Experience with Microsoft Fabric (Power Automate/Power BI), comfort working directly with developers on solution delivery, and FIS's InvestOne platformWhat we would like from you:Curiosity, critical thinking and attention to detail. Solutions-oriented with strong problem solving skills.Ability to break down sophisticated data and operational problems and communicate to product developmentSelf-motivated, and strive to meet demanding client delivery challenges.Custom software development and modeling experience a plus.Excellent communication skills, both written and verbal and presentationAbility to present Investment Management solutions in a sales environmentAbility to collaborate with internal and external partners.Capacity to work within sophisticated systems and large data sets.Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.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. SEI Investments
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...leading provider of professional services to the middle market... ...vital role in supporting their businesses from an operational and financial... ...clients, including cash management, wire setup, management fees... ...up the firm’s investors, investments, new reports, LP reporting portal...SuggestedFull timeWork experience placementInternshipWork at officeLocal area- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members to join our Relationship Management and Client... ...and developing an intimate understanding of your clients’ business and objectives. Utilize industry and SEI Solutions...SuggestedFull timeFlexible hours
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...perspectives, insights and contributions and invests in programs that empower each of us to... ...on the performance of the company, business unit and individual. Other rewards may include... ..., group protection, and retirement plan services. With our 120-year track record of...Work experience placement3 days per week- ...Science Director to lead a multidisciplinary team delivering analytics, AI, and decision-support tools for R&D and strategic resource management. The role partners with senior leaders to align analytics with portfolio priorities and governance standards. You will shape the...
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...Integrated Command & Control (IC2) Business Development Analyst will be responsible for planning and... ...including opportunity assessment, capture management, competitive assessment and... ...to develop strategies, Financial and Investment plans through Program Management, Finance...Full timeTemporary workWork experience placementFor subcontractorCasual workFlexible hours- ...SOCOTEC company is a provider of niche consulting services within the architecture, engineering and construction industries... ...Place to Work. Job Description We are seeking an experienced Business Development Manager to lead SOCOTEC/AEG’s efforts to grow and expand into new...Full timeContract workFor contractorsWork at officeLocal areaNight shift2 days per week
$135k - $150k
...Business Development Representative – ABA Centers of Pennsylvania Downingtown, PA... ...Leaders Inc. Best in Business, Health Services About the Role Are you a high-... ...engagement. Salesforce & Pipeline Management Log all outreach, visit notes, referrals...Local areaFlexible hoursWeekend workAfternoon shiftEarly shift- ...Location: 1 day\/week on site, 4 days\/week remote Supports business and technology teams by gathering requirements, documenting processes... ...stakeholders. Required Skills: 3+ years of Business Analyst experience ( gathering requirements and documenting workflows\/...Work at officeRemote work1 day per week
$110k - $140k
...Title: Fund Accounting Manager Location: Oaks, PA 1... ...exceptional customer service, accounting, and... ...accounts. Correspond with investment managers regarding day... ...with supervisors and analysts, and provide career... ...action. Support new business development and relationship...Full timeLocal area- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on... ...trends in the investment management business and adjust operational services accordingly... ..., monthly one-on-ones with the team analysts and supervisors and provide career...Flexible hours
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...Title: Fund Accounting Manager \n Location: Oaks,... ...exceptional customer service, accounting, and... ...\n Correspond with investment managers regarding day... ...with supervisors and analysts, and provide career pathing... ...action. \n Support new business development and...Local area- ...Job Description Job Description We are looking for a Business Analyst to join a contract opportunity with a path to a permanent role supporting... ...• Highly organized and detail-oriented, with the ability to manage shifting priorities in a fast-paced environment. •...Permanent employmentContract workShift work
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$90k - $157.5k
...experienced Security Master Data Analyst to support Global Alpha... ...matter expertise, business analysis, and project management office discipline to... ...need to deliver effective investment solutions. From core custody... ...solutions and servicing for alternative assets like...Full timeTemporary workWork at officeFlexible hours- ...Corrections and Reversals Analyst works in SEI Private... ...with the ability to manage multiple tasks in a time... ...processing and/or service activities specific to... ...Accounting, Finance or Business related field.Knowledge... ...Equal Opportunity Employer and so much more… SEI InvestmentsWork experience placementWork at officeFlexible hours
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- SEI Global Services, Inc. in Oaks, PA, is seeking a Fund Accountant for the Investment Manager Services Division (IMS). You will act as the official record keeper for hedge and private equity funds and interface with investment managers to provide timely accounting packages...
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