Solutions Specialist II, Alternative Investments

SEI Investments Company • Oaks, PA, United States • $200k - $250k / year • 3m ago

At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility.

SEI delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, we work with corporations, financial institutions and professionals, and ultra-high-net-worth families to tackle problems, manage change, and help protect assets. Technology and operations: The heartbeat of our business.

We work with our clients to tackle the whole of business transformation. From the front to back office, our technology solutions build connections that empower our clients to take control and reshape their businesses. We offer end-to-end platforms for wealth and investment management, delivered as flexible outsourced infrastructure solutions that include processing, fund administration, information analytics, and cybersecurity services.

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Solutions team aligned to the Alternative Investment clients and client services. As a Solutions Specialist, you will support our existing clients, operational service teams, and new business development, and deliver customized and standard solutions.

What you will do:

Lead new business onboarding including estimation, approach/design, systems configuration, reporting, data conversion, and automations.
Assess, analyze client customized requests and solutions
Conduct and prepare gap analysis, business reason, solution definition for existing platform
Support technical sales and present solutions
Provide solutions packaging content and competitive positioning
Collaborate with product component, technology proficiency, sales, and external vendors in the design, delivery maintenance of the solutions.

What we need from you:

BA/BS in Computer Science, MIS, Mathematics, Engineering, Finance, Accounting, Business or applicable experience.
A minimum of 3 years of consulting systems implementation experience, and/or software and Product and Development subject areas in the Alternatives industry
Financial Services experience in Alternatives, preferably FinTech experience with Private Equity, Private Debt, Real Estate operations, reporting, allocations
Experience with alternatives systems implementations: FIS Private Capital Suite (Investran), Geneva, Yardi is preferred
Other Experience with Anaplan, Alteryx, Allvue, eFront, Tableau, Power BI, VPM, or similar technologies

What we would like from you:

Curiosity, critical thinking and attention to detail. Solutions-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. Please see our website for more information. https://www.seic.com/

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 / 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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