Automation Specialist - Alternative Investments

Location: Oaks

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking to expand the new professional services team within the solutions group.  This team provides exceptional services to new and existing clients. As a Senior Business Analyst, you will lead, systems configuration, reporting, automations of fee calculations and waterfalls, and modeling services for new and existing clients.

What you will do:

Assess, 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

Collaborate with product components, technology, developers, sales, operations in the design delivery and 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 software, and product development subject areas in the Alternatives industry fund and partnership accounting space

Financial Services experience in Alternatives, Private Equity, Private Debt, Real Estate operations, reporting, allocations, and management and incentive waterfall fee calculations required

Expertise in systems:
Anaplan, FIS Private Capital Suite (Investran)
Experience in systems Snowflake, Alteryx, Power Platform, Tableau, Yardi, Allvue, eFront, Lemon Edge What  we would like from you:

Curiosity, critical thinking and attention to detail. Solution-oriented with strong problem-solving skills.

Ability to break down sophisticated data and operational problems and communicate to product development

Self-motivated, and strive to meet demanding client delivery challenges.

Custom software development and modeling experience

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.

Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. 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.  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.

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,…