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

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, systems configuration, reporting, data conversion, and automations. Assess and analyze client customized requests and solutions. Conduct and prepare gap analysis, business reason, solution definition for existing platform. Support technical sales and present solutions. Provide solutions packaging content and competitive positioning. Work directly with vendors to deliver best practices to operations teams. Requirements BA/BS in Computer Science, MIS, Mathematics, Engineering, Finance, Accounting, Business or applicable experience. 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 the public markets industry. Experience with custom data integrations via flat file development, API integrations, and delivery of standard and customized Snowflake solutions. Experience with Microsoft Fabric (Power Automate/Power BI), working directly with developers on solution delivery, and FIS's InvestOne platform. Preferred Skills Curiosity, critical thinking, attention to detail, solutions-oriented with strong problem solving skills. Ability to break down sophisticated data and operational problems and communicate to product development. Self‑motivated and strives to meet demanding client delivery challenges. Custom software development and modeling experience a plus. Excellent communication skills, both written and verbal and presentation. Ability to present Investment Management solutions in a sales environment. Ability to collaborate with internal and external partners. Capacity to work within sophisticated systems and large data sets. Alignment with SEI Values of courage, integrity, collaboration, inclusion, connection, and fun. Benefits Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance, 401(k) match, education assistance, commuter benefits, paid holidays, paid time off, paid parental leave, backup childcare, paid volunteer days, discounted stock purchase plan, investment options, and employee networks. SEI is an equal opportunity employer. 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. #J-18808-Ljbffr SEI

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Business Analyst - Investment Manager Services in Oaks, PA vacancy
  • 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
    1 day 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
    1 day ago
  •  ...difference at Fiserv. Job Title Senior Business Analyst About your role: As a Senior...  ...card, payment processing, and account servicing workflows. Your work will help ensure...  ...audit requirements, and operational risk management Experience supporting digital... 
    Senior
    Temporary work
    H1b
    Work at office
    Monday to Friday

    Fiserv

    King of Prussia, PA
    1 day ago
  • $106.7k - $177.9k

     ...based in Radnor, PA., Wilmington, DE. or Syracuse, NYOverview:Provides portfolio management (trading) services across a large number of more complex accounts (estimated at 300 Investment Policy’s and over 1 Billion in AUM) to transition portfolios toward Wilmington Trust... 
    Senior
    Full time
    Work experience placement
    Work at office

    M&T Bank

    Radnor, PA
    3 days ago
  • Quadrant IQ Solutions LLC is seeking a Salesforce Business Analyst to bridge business needs and technical teams. This position requires over 8 years of experience specifically in Salesforce, strong analytical skills, and the ability to document business requirements effectively... 
    Senior

    Quadrant IQ Solutions LLC

    King of Prussia, PA
    8 hours 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
    4 days 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

    Jobr

    Wayne, PA
    1 day ago
  • Bryn Mawr Trust, a WSFS Company, seeks a Municipal Bond Credit Analyst/PM to oversee municipal bond portfolio management, trading, and issuer due diligence. The role spans broader fixed income contributions and client portfolio support. The ideal candidate has 10-15 years... 
    Senior

    Bryn Mawr Trust

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

    CNCS Infotech

    Devon, PA
    3 days ago
  •  ...to drive operational excellence, business transformation, and data-driven decision...  ...Partner with Operations, Customer Service, Finance, IT, and Data teams to...  ...Excellence Business Process Management Lean Six Sigma Operations Analyst Business Transformation Beacon Hill... 
    Senior
    Work at office
    Flexible hours

    Beacon Hill

    King of Prussia, PA
    17 hours 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
    8 hours ago
  • The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on...  ...appraisals, monthly one‑on‑ones with the team analysts and supervisors and provide career...  ...action. You will support the new business development and relationship teams... 
    Work at office
    Flexible hours

    SEI

    Oaks, PA
    2 days ago
  •  ...Mawr Trust, a WSFS Company, seeks a Municipal Bond Credit Analyst/PM to manage municipal bond portfolios, perform issuer due diligence and...  ..., and MSRB compliance knowledge. You will collaborate with Investment Advisors and trade on Bloomberg, Tradeweb and other platforms... 
    Senior

    WSFS Bank

    Devon, PA
    3 days 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
    3 days ago
  • Job DescriptionThe Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment...  ...efficient process or procedure, your skills have a place in our business Someone who will embody our SEI Values of courage,... 
    Senior
    Full time
    Flexible hours

    SEI Investments Developments

    Oaks, PA
    1 day 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
    5 days ago
  • CBRE is seeking a Senior Facilities Manager in Collegeville, PA to oversee operations and maintenance for a regulated Life Sciences campus. You will supervise staff, manage budgets, coordinate capital projects, and ensure compliance with local, state, and federal regulations... 
    Senior
    Local area

    JobRx, Inc.

    Collegeville, PA
    1 day ago
  • Pfizer is seeking a Manager of Privileged Access Management (PAM) to lead, design, and operate enterprise PAM services across cloud and on‑premises environments. You will drive least...  ...will collaborate with security, IT, and business teams to implement automation, IaC with... 
    Senior

    Pfizer

    Collegeville, PA
    8 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
    3 days ago
  •  ...Job Description The Investment Manager Services Division (IMS) at SEI is rapidly growing and seeking members for its Alternative Investment Funds accounting team. The role involves providing exceptional accounting and administration services for clients’ hedge and private... 
    Senior
    Work experience placement

    181 SEI Global Services, Inc.

    Oaks, PA
    5 days 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
    8 hours ago
  • A leading facility services company seeks a Service Manager to supervise field staff and manage client relationships in King of Prussia, PA. The role requires over 5 years of multi-unit janitorial management experience, strong communication, and problem-solving skills.... 
    Senior

    GDI Integrated Facility Services

    King of Prussia, PA
    8 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
    8 hours ago
  • SEI is expanding its Investment Manager Services Division in Oaks, PA, seeking a Fund Accounting Manager to lead accounting operations for hedge fund and private equity clients. The role emphasizes client service, regulatory compliance, and coordination of audits within... 

    Sei-Investments

    Oaks, PA
    4 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
    8 hours ago
  • LATICRETE International is looking for a Lead Technical Services Representative based in Collegeville, Pennsylvania. In this role, you will provide advanced technical services to internal and external customers and assist in training Technical Services Representatives.... 
    Senior

    LATICRETE International

    Collegeville, PA
    4 days ago
  •  ...Development strategy, aligned to business priorities, talent strategy,...  ..., design standards, vendor management, governance, delivery...  ...discounted stock purchase plan, investment options, access to thriving...  ...experience within financial services and financial technology our... 
    Senior
    Full time
    Flexible hours

    SEI Investments Developments

    Oaks, PA
    2 days ago
  • Monarch Communities seeks an Assistant Director of Nursing at Brandywine Living in Upper Providence. Full-time; shift 11a-7pm. The role supports the Health and Wellness Director and oversees nursing staff to ensure quality resident care. Qualifications include an active...
    Senior
    Full time
    Shift work

    Monarch Communities

    Phoenixville, PA
    4 days ago
  • $111.6k - $186k

     ...Automotive's Enterprise Inventory Services (EIS) team builds and...  ...infrastructure, dealer-facing inventory management solutions, and the...  ...depend on. We are hiring a Senior Product Manager to own a portfolio...  ...(operations, support, business stakeholders) and external clients... 
    Senior
    Temporary work
    Shift work

    Cox

    Exton, PA
    8 hours ago
  • 181 SEI Global Services, Inc. is seeking a Fund Accountant Manager for its Investment Manager Services Division in Oaks, Pennsylvania. In this role, you will oversee critical accounting operations, ensuring accurate reporting while managing a team dedicated to client satisfaction... 

    181 SEI Global Services, Inc.

    Oaks, PA
    8 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!