SEI Investments

Senior Business Analyst

SEI Investments$100K — $120K *
Oaks, PA 19456In-Person
Business Services
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • BA/BS in Computer Science, MIS, Mathematics, Engineering, Finance, Accounting, Business or equivalent experience.
  • Minimum 8 years of business analyst experience in the Alternatives industry with skills in building reports, ETL, SQL, and product development.
  • Deep understanding of the Software Development Life Cycle (SDLC) and familiarity with agile frameworks like Scrum.
  • Strong analytical skills with the ability to communicate technical concepts clearly.
  • FinTech experience specifically related to Alternative funds operations, reporting, and allocations.
  • Proficiency in data analysis tools like SQL and database management.
  • Experienced with program management tools such as JIRA and Confluence.

Responsibilities

  • Direct new solutions onboarding including estimation, system configuration, and reporting.
  • Translate requirements into detailed technical specifications and oversee custom reporting projects.
  • Develop comprehensive end-to-end (E2E) test cases across different application layers.
  • Implement approved process improvements in collaboration with various teams.
  • Assess and analyze client-specific requests and solutions effectively.
  • Collaborate with developers, QA testers, accountants, and stakeholders for solution delivery and maintenance.

Benefits

  • Comprehensive healthcare coverage including medical, dental, and vision.
  • Life and disability insurance coverage provided by the employer.
  • 401(k) retirement plan with matching contributions.
  • Tuition reimbursement to support continuous education.
  • Flexible Paid Time Off (PTO) allowing for a healthy work-life balance.
  • Parental leave and backup childcare arrangements for working parents.
  • Paid volunteer days and access to employee networks for personal development.
Full Job Description
The Investment Manager Services Division (IMS) at SEI is seeking new members on our Solutions team aligned to out Alternative Investment clients and client services. As a Senior Business Analyst, you will support our existing clients, operational service teams, and new business development to deliver customized and standard solutions.

What you will do:
  • Direct new solutions onboarding including estimation, approach/design, systems configuration, reporting, data conversion, and automations.
  • Responsible for translating requirements into documented technical specifications and managing the overall custom reporting and file extract projects.
  • Develop comprehensive end-to-end (E2E) test cases at the application and multi-application levels
  • Overseeing the implementation of approved process improvements.
  • Assess, analyze client customized requests and solutions.
  • Collaborate with developers, quality assurance tests, fund accountants, investor services associates, relationship managers and external stakeholders in the design, delivery, maintenance of the solutions.


What we need from you:
  • BA/BS in Computer Science, MIS, Mathematics, Engineering, Finance, Accounting, Business or applicable experience.
  • A minimum of 8 years of business analyst experience with building reports, ETL, SQL, and other product development areas within the Alternatives industry.
  • In depth knowledge of the Software Development Life Cycle (SDLC), analytical expertise, and familiarity with agile frameworks such as Scrum.
  • Ability to break down sophisticated data and operational problems and communicate to product development
  • FinTech experience with Alternative funds that supported operations, reporting, and allocations.
  • Proficiency with data analysis tools including databases, SQL, etc.
  • Proficiency in program management tools and software, such as JIRA and Confluence.


What we would like from you:
  • Certifications in CSM, PMP, CSPO, etc.
  • Curiosity, critical thinking and attention to detail.
  • Solutions-oriented with strong problem solving skills.
  • Self-motivated, and strive to meet demanding client delivery challenges.
  • Excellent communication skills, both written and verbal and presentation
  • Ability to collaborate with internal and external partners.
  • Capacity to work within sophisticated systems and large data sets.


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.

The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.

About SEI Investments

SEI Investments is a financial services company that provides investment processing, investment management, and investment operations solutions to institutional and personal wealth management clients. The company was founded in 1968 and is headquartered in Oaks, Pennsylvania. SEI Investments has a global presence with offices in North America, Europe, and Asia. The company's investment management solutions include mutual funds, exchange-traded funds (ETFs), and separately managed accounts. SEI Investments also provides technology solutions to financial institutions, including wealth management platforms and outsourcing services.
Learn more about SEI Investments
Size
4,371 employees
Market Cap
$7.8 billion
Industry
Net Income
$447.2 million
Founded
1968
5 Year Trend
+6.5%
Revenue
$1.6 billion
NASDAQ

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