Job Description:
When you step into SEI - anywhere in the world - you know you're not inside a traditional financial services company. We have no offices. Our open innovation spaces spur creativity, the provocative artwork inspires conversation, and the flexible work-life balance drives personal and professional growth. We are a place to inspire your work, build your voice, and grow your community. We're different. And we're proud of it.
The SEI Wealth Platform has a challenging career opportunity for a Data Migration Business Analyst. You should be adaptable, possess a wide range of technical skills, and demonstrate the ability to understand financial services business requirements. You should be a strong 'utility' type analyst with the ability to switch context quickly and efficiently with project managers, database engineers, technical operations and other platform personnel.
What you'll do:
- Lead and/or participate in various simultaneous client and internal projects or initiatives.
- Participate in the new client implementation process, specifically focusing on identifying, verifying, and documenting data mapping requirements from client & SEI legacy source systems.
- Maintain project and team artifacts.
- Effectively support status updates to SEI stakeholders and clients as needed.
- Manage collection and population of data migration items in support of client conversion to the SEI Wealth Platform.
- Engage various internal teams as needed to support potential changes in service or operational processes including development needs.
- Perform effectively in a team environment including internal SEI teams (market units, development, operations).
- Where required, train other team members.
- Be able to function as an individual contributor and make independent decisions where needed.
- Monitor and adhere to administrative policies and procedures
What you bring to the table:
- B.S./B.A. in Business, Computer Science or related field
- A minimum of 5 years of experience in business domain or background in Business Analysis
- A minimum of 5 years of experience in the financial services industry and/or with investment processing systems.
- Understanding of relational databases and demonstrated ability to write SQL queries.
- Working knowledge of SEI Wealth Platform specifically related to currency, fee and statement events, asset set up, investment compliance rules and account set up.
- Knowledge of global instruments including equity, fixed income and funds, as well as the Private Banking business.
- Proficient in the use of Microsoft Excel, PowerPoint and Word.
- Willingness to travel up to 10%.
Attributes we value:
- Exceptional oral and written communication skills, including understanding of technical writing requirements
- Strong organizational skills including an ability to manage multiple plans with concurrent deliverables and resource needs
- Ability to work independently as well as in a team environment
- Ability to grasp loosely defined concepts and transform them into key deliverables and tangible results
- Ability to effectively and successfully manage multiple tasks and deliverables
- Excellent time management skills
- Strong adaptability, innovative skills, and attention to detail
- Excellent customer service skills
SEI is an Equal Opportunity Employer and so much more...
After 50 years in business, SEI is 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.
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