Data Migration Business Analyst II

SEI1GLOBALUpper Providence Township, PA
15hHybrid

About The Position

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.

Requirements

  • B.S./B.A. in Business, Computer Science or related field
  • A minimum of 5 years of experience in the financial services industry and/or with investment processing systems.
  • A minimum of 5 years of experience in business domain or background in Business Analysis
  • 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.
  • Excellent knowledge of Financial Asset Management such as Marketable and Non-Marketable securities including Global Funds and Currencies
  • Familiarity with leading Financial Data Providers and their systems
  • Ability to articulate problems and solutions related to complex data scenarios.
  • Proficient in the use of Microsoft Excel, PowerPoint and Word.
  • Excellent communication skills, both written and verbal

Nice To Haves

  • 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 a plus.
  • 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.

Responsibilities

  • 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.
  • Travel to client locations as needed (less than 25%) and support weekend migration activities.
  • Manage collection and population of data migration items in support of client conversion to the SEI Wealth Platform.
  • Analyze and setup Financial Market Data and Street Side Accounts for implementation projects.
  • 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

Benefits

  • 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
  • flexible Paid Time Off (PTO)
  • 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
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