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Business Analyst II – Product (IMS) at SEI in Oaks, PA
Skills
Job Description
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Product team. Our primary goal is to provide exceptional tools for our internal and external user base to support alternative and middle office clients. As a business analyst, you will serve as a dedicated resource to the product management department to assist with analyzing and documenting requirements for product development.
What you will do:
› Manage, configure, and optimize Jira projects, including workflow design, issue type schemes, screens, permissions, and automation rules, to support multiple teams and client specific use cases.
› Design, document, and continuously improve end to end business and system workflows, translating operational processes into scalable Jira workflows and automation solutions.
› Act as a technical liaison between Product, Development, and Operations, ensuring business requirements are translated into technically feasible, scalable solutions across ECM and related platforms.
› Ensure clear, testable, and development ready requirements are delivered to Agile teams.
› Manage dependencies across multiple development teams.
› Document user acceptance test cases (UAT) and perform user acceptance testing.
› Maintain a general understanding of our various businesses, client businesses, and financial services.
› 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, Information Sciences, Finance, Economics, Mathematics, or equivalent experience.
› Minimum of 3 years of experience as a Business Analyst or related role.
› Hands on experience with business process automation, including identifying automation opportunities, documenting current and future state processes, and partnering with technical teams to implement workflow solutions.
› Experience in Financial services is desired, specifically in the areas of Asset Management or Wealth Management, preferably with prior exposure to the FinTech industry.
› Experience with Agile, Scrum and SDLC methodologies.
› Proficient with Microsoft Office products (e.g., Excel, Teams).
› Experienced in data analysis with a fundamental grasp of SQL.
› The self-motivation, organization skills, and drive to complete multiple deliverables in a timely manner without sacrificing excellence or quality.
› Strong written and verbal communication skills as you will primarily work with other business analysts, product management, development, and QA team members.
What we would like from you:
› Experience using tools like MS Power BI, Power Automate, etc.
› 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.
› Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
› Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.
› 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 comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, 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.
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 offices encompass 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 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.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.