Data Migration Business Analyst II

SEI1GLOBAL•Upper Providence Township, PA

15h•Hybrid

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