New

Data Migration Business Analyst II

SEI
parental leave, paid time off, paid holidays, tuition reimbursement, 401(k), retirement plan
United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
Mar 03, 2026
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. What you will do: 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 What we need from you: 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 . What we would like from you: 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. 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.