Business Analyst I

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 solve 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 create 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 Product Management team.  As a Business Analyst, you will be working closely with internal and external teams to identify, develop, and implement product and technology based solutions to increase operational efficiency, improve accuracy, and mitigate operational risk.

What you will do:

• You will be responsible for interpreting and full understanding of business requirements, translating those requirements into documented technical specifications and managing the overall custom reporting and file extract projects.
• Additionally, you will be asked to educate the operations teams on our products/solutions.
• In the project management function, you will be responsible for supporting and managing the implementation of operations workflow tools; creating the project plan; assisting with scoping requirements; setting expectations; focusing on the granular detail on specific tasks to measure efficiency; working with the accounting teams and developers during the UAT of each project.
• In the reporting function, you will be responsible to lead conference calls about the projects, maintain and distribute weekly management report detailing the status of each outstanding development project; support the e-delivery operations team in understanding operational workflows and system data structure as well as assisting with data validation.
• You will communicate with appropriate accounting and relationship management teams or client teams to resolve open issues and questions, reaching out to address problems, concerns, and questions.
• We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career.

What we need from you:

• BA / BS in Accounting, Finance, Economics, Mathematics, or equivalent experience.
• Minimum 1 year experience in a BA role is preferred.
• Working knowledge of MS SQL.
• Intermediate skills in Microsoft Excel (vlookups, pivot tables).

What we would like from you:

• The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality.
• Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.
• Strong customer service skills as you will be communicating daily with your clients and other service providers.
• A drive to broaden one’s knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
• Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy.
• Collaboration with internal and external stakeholders.
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.  Please see our website for more information.  https://www.seic.com/

SEI’s competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a comprehensive care for your physical and mental well-being, strong retirement plan, tuition reimbursement, hybrid working environment, support for working parents and Flexible Time Off (FTO) 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), 401k match, tuition reimbursement, commuter benefits, 11 paid holidays/year, 21 days paid time off/year pro-rated, 15 days paid parental leave, discounted stock purchase plan, and investment options.

We are a technology and asset management company delivering on our promise of building brave futuresSM—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 Oaks, PA office encompasses 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 / affirmative action 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.

Salary : $52,600 - $66,600