Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Business Analyst - Investment Manager Services

SEI Investments Developments

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 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, a hybrid working environment for most roles, 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 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 . #J-18808-Ljbffr SEI Investments Developments

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Business Analyst - Investment Manager Services in Oaks, PA vacancy
  • Business Analyst III - Investment Manager Services Division Support existing clients, operational service teams, and new business development, delivering standard and customized solutions. Responsibilities Lead new business onboarding including estimation, approach/design... 
    Senior

    SEI

    Oaks, PA
    3 days ago
  • 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... 
    Senior

    181 SEI Global Services, Inc.

    Oaks, PA
    3 days ago
  • 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... 
    Senior

    181 SEI Global Services, Inc.

    Oaks, PA
    3 days ago
  •  ...IT Business Analyst We are seeking a skilled IT Business Analyst with strong experience in the Healthcare Provider industry to join our...  ...processes. ~ Monitor project progress, resolve issues, and manage stakeholder expectations. ~ Conduct training sessions and prepare... 
    Senior
    Work at office

    Yochana

    Norristown, PA
    2 days ago
  • SEI is seeking a Business Analyst III to support onboarding for Public Markets clients, coordinate data conversion, configurations, and report...  ..., experience with flat file and API integrations, Snowflake, and Power BI tooling. #J-18808-Ljbffr SEI Investments Developments
    Senior

    SEI Investments Developments

    Oaks, PA
    2 days ago
  •  ...Join the team shaping the investment offerings for America’s largest DC asset manager. In this senior role, you will collaborate across...  ...specialized blend of client, business, and investment acumen to a...  ...ensure the right products and services are getting to the plan sponsors... 
    Senior
    Work experience placement

    Vanguard

    Malvern, PA
    12 days ago
  • SEI Investments Developments in Oaks, Pennsylvania, is seeking a Fund Accountant Manager for their Investment Manager Services Division. This role involves overseeing accounting operations for assigned funds, managing a team, and ensuring high-quality service delivery.... 

    SEI Investments Developments

    Oaks, PA
    3 days ago
  •  ...The Senior Business Systems Analyst will support, enhance, and optimize enterprise applications across...  ...systems, legacy platforms, external services, and shared databases. Work with architects...  ...and support business change management. Required Qualifications 7–10 years... 
    Senior

    Compunnel

    Blue Bell, PA
    3 days ago
  •  ...We provide creative and technology services and solutions in the areas of web design,...  ...web and application developments and are managed by certified project managers who ensure...  ...Job Description Title: Sr. Technical Business Analyst (2 openings) Only Local Candidates - US... 
    Senior
    Work experience placement
    Local area

    CNCS Infotech

    Devon, PA
    4 days ago
  • Astir IT Solutions, Inc. is seeking a Technical Business Analyst located in King of Prussia, PA. The ideal candidate will have a minimum of 10 years of experience in business analysis, proficient in defining and documenting processes. This role will involve collaborating... 
    Senior

    Astir It Solutions

    King of Prussia, PA
    1 day ago
  • Responsibilities Chair the SEI Investments Management Corp (SIMC) Valuation Committee, leading regular...  ...due‑diligence reviews of pricing service providers. Support quarterly and annual...  ...Qualifications Bachelor’s degree in Finance, Business Administration, or related field. 5-7... 
    Senior
    Flexible hours

    041 SEI Investments Management Corporation

    Oaks, PA
    14 hours ago
  • The Senior Manager, Investment Operations plays a key role in supporting SEI Asset Management products...  ...you:Bachelor’s degree in finance, business administration, or related field4-8 years...  ...our experience within financial services and financial technology our offices... 
    Senior
    Flexible hours

    SEI Investments Developments

    Oaks, PA
    4 days ago
  • Overview The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members...  ...one‑on‑one meetings with team analysts and supervisors, and provide career pathing...  ...and disciplinary action. Support new business development and relationship teams... 
    Work at office
    Flexible hours

    181 SEI Global Services, Inc.

    Oaks, PA
    2 days ago
  • About the Role The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking...  ...appraisals, monthly one‑on‑ones with team analysts and supervisors, provide career...  ...disciplinary action, and support the new business development and relationship teams... 
    Work at office
    Flexible hours

    046 SEI Investments Global Fund Services

    Oaks, PA
    4 days ago
  •  ...handoffs. Budget, Timeline & Performance Management Partner with Finance to plan, track,...  ...and implementation aligned with evolving business needs. Drive continuous improvement initiatives...  ...support data‑driven decision‑making for senior Medical Affairs leadership. Cross‑... 
    Senior

    Planet Pharma

    King of Prussia, PA
    3 days ago
  • $124.4k - $207.4k

    Role Summary The Senior Manager Pfizer Patient Services (PPS) Oncology Strategy is responsible for driving the development of patient services strategy...  ...will be accountable for ensuring close alignment with Business Unit and Brand strategies. This role will ensure... 
    Senior
    Permanent employment
    Full time
    H1b
    Work at office
    Local area
    Visa sponsorship
    Work visa
    Relocation package
    2 days per week
    3 days per week

    Pfizer

    Collegeville, PA
    1 day ago
  •  ...resolve issues related to the process efficiently. The ideal candidate will have a 4-year degree and at least 3 years of customer service experience, showing strong organizational skills and proficiency in Microsoft Office. The position offers a range of benefits, including... 
    Senior
    Work at office

    Canteen North America

    Exton, PA
    3 days ago
  •  ...Sr. Business Analyst Data Modeling & BI (Snowflake) Location: Oaks,...  ...experience in the financial services domain, specifically fund accounting...  ...services or asset management. ~ Strong understanding of...  ..., portfolio accounting, or investment performance analytics. ~2... 
    Senior
    3 days per week
    1 day per week

    E-Solutions

    Mont Clare, PA
    1 day ago
  •  ...Change Enablement, Major Incident Management, and Problem Management, ensuring...  ...clients and crew. We’re looking for a Senior Manager, ITSM Operations & Service Resiliency to lead a high-impact...  ...coordination across technical and business teams to restore service as... 
    Senior

    Vanguard

    Wayne, PA
    1 day ago
  • CNCSINFOTECH LLC in Devon, PA, is looking for a Sr. Technical Business Analyst. This role involves supporting Software Production Procedural Development and analysis for various products. Candidates should have extensive experience in both waterfall and agile methodologies... 
    Senior

    CNCS Infotech

    Devon, PA
    14 hours ago
  • $84.6k - $211.6k

     ...support in the development and enhancement of business systems to deliver new or improved...  ...mentoring to less‑experienced Business Systems Analysts Perform work at a high technical level...  ...global provider of clinical research services, commercial insights and healthcare... 
    Senior
    Full time
    Part time
    Immediate start
    Worldwide

    IQVIA

    Wayne, PA
    7 hours ago
  • 181 SEI Global Services, Inc. is seeking a Fund Accounting Supervisor for its Investment Manager Services Division. This role involves pricing and maintaining holdings for...  ...reconciliations, and training accounting analysts. Candidates should possess a Bachelor’s degree... 
    Senior

    181 SEI Global Services, Inc.

    Oaks, PA
    14 hours ago
  • A financial services firm in Pennsylvania is looking for a Fund Accountant to join its Alternative Investment Funds accounting team. This role involves maintaining records and performing reconciliations for assigned hedge and private equity funds. Candidates should have... 
    Senior

    SEI

    Oaks, PA
    2 days ago
  • SEI's Investment Manager Services (IMS) division is expanding its Investment Fund Services accounting team. As a Fund Accountant Manager you will oversee the accounting operations for mutual funds, CITs, ETFs and other pooled vehicles, ensuring accurate NAVs for a diverse... 

    SEI

    Oaks, PA
    1 day ago
  • Discovery Senior Living is actively seeking a Director of Health & Wellness at Spring Mill in Phoenixville. This full-time position involves overseeing clinical operations, ensuring compliance with regulations, and leading a team to deliver high-quality care to residents... 
    Senior
    Full time

    Discovery Senior Living

    Phoenixville, PA
    3 days ago
  • 021 SEI Investments Company is seeking a Fund Accounting Manager in Oaks, PA. The role entails overseeing accounting operations for hedge and private equity funds...  ...have a BA/BS degree, a minimum of 5 years in fund services, and strong communication skills. The position is... 
    Work at office
    Work from home

    021 SEI Investments Company

    Oaks, PA
    2 days ago
  • SEI Investments Developments in Oaks, Pennsylvania is seeking a Fund Accounting Supervisor to lead the Alternative Investment...  ...will maintain accurate records, supervise accounting analysts, and ensure high-quality service to clients. The ideal candidate will have a BA in a... 

    SEI Investments Developments

    Oaks, PA
    14 hours ago
  • 181 SEI Global Services, Inc. is looking for an Investment Manager Services member for its Alternative Investment Funds accounting team. The role involves providing exceptional accounting services for clients’ hedge and private equity funds, acting as the official record... 
    Senior

    181 SEI Global Services, Inc.

    Oaks, PA
    2 days ago
  • 046 SEI Investments Global Fund Services is seeking a Fund Accountant Manager in Oaks, Pennsylvania. This role involves overseeing the accounting operations for various clients, ensuring compliance, accuracy of Net Asset Values (NAVs), and managing a team. The ideal candidate... 

    046 SEI Investments Global Fund Services

    Oaks, PA
    4 days ago
  • SEI Investments Developments is seeking a Fund Accountant Supervisor for their accounting team...  ...be to provide exceptional accounting services for various pooled vehicles. This role involves...  ...daily Net Asset Values, training analysts, and ensuring compliance with GAAP standards... 

    SEI Investments Developments

    Oaks, PA
    14 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Business Analyst - Investment Manager Services. Be the first to apply!