SEI Investments is a leading global provider of asset management and investment technology solutions. The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI is a people focused organization which encourages and recognizes employee development as being a critical component in the provision of excellent client service. An open, collaborative and detail oriented environment underpins this business objective.
Position Description:
As a Technical Business Analyst, you will serve as a dedicated resource to the Automation Efficiency Team to assist with analysing and documenting requirements for product development while also designing, prototyping, and helping deliver automation and data solutions (e.g., Alteryx, Power Automate/Power Platform, SQL, Python/APIs).
What you’ll do:
You will collaborate with cross-functional teams and stakeholders to understand business needs and define measurable outcomes.
You will document business, functional and non‑functional product requirements and help transfer these to our Automation & Efficiency team (user stories, acceptance criteria, definition of done).
You will document user acceptance criteria and perform user acceptance testing, coordinating phased rollouts or parallel runs to validate outcomes.
You will be responsible for understanding business and technical product architecture, data flows, and system integrations (APIs, files, data warehouses).
You will design light-weight prototypes and assist with building automation workflows and data transformations (e.g., Alteryx, Power Automate, SQL/Python) in partnership with engineering.
You will develop training material and conduct user demos and training sessions to drive adoption.
You will provide on-going support and guidance to end‑users on implemented solutions, monitoring performance and iterating for continuous improvement.
As an analyst, you will help coordinate between Operations and Automation teams, working closely to identify, develop, and implement product and technology‑based solutions to increase operational efficiency, improve accuracy, and mitigate operational risk.
You will be expected to maintain a general understanding of our various businesses, client businesses and the financial services landscape—especially alternative funds operations (fund accounting, capital activity, investor reporting).
We want you to succeed and look for future solutions! By attending corporate professional development sessions, you’ll gain the tools to identify improvement opportunities across the division and organization. You'll collaborate with a diverse team and advance your career.
What you will bring to the table:
BA / BS in Accounting, Finance, Economics, Mathematics, Computer Science, or equivalent experience.
Minimum of 3 years of experience as a Business/Technical Analyst or related role.
Experience in Financial services is desired.
Experience with Agile, Scrum and SDLC methodologies.
Proficient with Microsoft Office products (i.e. Excel, Teams, PowerPoint, etc.)
Knowledge of the Microsoft Power Platform (Power Automate, Power BI) preferred; hands‑on with Alteryx strongly valued.
Proficiency in data analysis, including a fundamental grasp of SQL; comfort with Python or VBA for light scripting and automation.
Experience working with accounting systems like Investran and Geneva highly desired.
The self‑motivation, organization and drive to complete multiple deliverables in a timely manner without sacrificing excellence or quality.
Attributes we value:
Strong written and verbal communication skills as you will primarily work with other business analysts, product management, development, operations, and QA team members.
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.
Attention‑to‑detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy.
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 a team environment.
Curiosity and critical thinking: Whether it’s to identify a solution to a problem or help implement a more efficient process or procedure, your skills have a place in our business.
Fluency in English Language (both verbal and written) essential.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.
Benefits you can expect:
Healthcare for yourself, your spouse and any dependents under 18 years old. Pension Scheme, Life Assurance & Group Income Protection. Education Assistance, Sports Club Supplement, Tax Saver Travel Benefits, 2 Paid Volunteer Days per year, Employee Share Participation Scheme and Competitive Family & Annual Leave Entitlements.
We are focused on ensuring a healthy work-life balance and offer hybrid working model and flexible working hours.
SEI is an Equal Opportunity Employer and so much more…
We recognize that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits which include private medical care for you and your family, educational assistance scheme and actively encourage work life balance.
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.
