Investment Solutions Data Analyst

Oaks, Pennsylvania, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Candidates must possess a Bachelor's degree in Business, Finance, Economics, Computer Systems, Mathematics, or MIS and have a minimum of 2 years of experience in financial services. Proficiency in Excel is required, and experience with relational databases, SQL, Python, Power BI, Access, fund accounting systems, Factset, Bloomberg, BlackRock Solutions, and investment performance concepts is a plus. Progress towards CFA or CIPM designations is also advantageous.

Responsibilities

The Investment Solutions Data Analyst will monitor and enhance investment data feeds, acquire and process new data sets, and maintain data integrity through daily reports and reconciliation. Responsibilities include correcting asset setup issues with vendors, providing quality assurance for investment data, modifying controls to mitigate risk, troubleshooting data issues, automating tasks, and collaborating with other teams on projects and new product initiatives.

Skills

Data Analysis

Data Quality

Data Management

Financial Services

Mutual Funds

Separately Managed Accounts

Risk Management

Process Improvement

Automation

Data Integrity

Data Acquisition

Data Transformation

Data Reconciliation

Quality Assurance

Troubleshooting

SEI

Business and technology management consulting firm

About SEI

SEI provides consulting services focused on business and technology management. The firm works with clients to implement customized solutions and manage critical projects, particularly in sectors like healthcare. SEI's consultants collaborate closely with clients to tackle urgent and complex challenges, ensuring that each solution is specifically designed to meet the client's needs. Unlike many competitors, SEI is employee-owned, which fosters a strong commitment to client success and service quality. The company's goal is to enhance organizational performance through effective technology use and strategic planning, while also expanding its presence in various locations, including a new office in Charlotte.

Cincinnati, OhioHeadquarters

1992Year Founded

$705.3KTotal Funding

EARLY_VCCompany Stage

Consulting, Enterprise SoftwareIndustries

501-1,000Employees

Benefits

Flexible Work Hours

Remote Work Options

Risks

Increased competition from AI-adopting firms challenges SEI's market position.

Economic uncertainties may reduce budgets for consulting services, impacting SEI's revenue.

Rapid technological changes require continuous adaptation, straining SEI's resources.

Differentiation

SEI is employee-owned, enhancing commitment and service quality.

SEI offers tailored solutions, ensuring client-specific business and technology strategies.

SEI has a strong presence in multiple locations, including a new Charlotte office.

Upsides

SEI benefits from increased demand for digital transformation consulting post-pandemic.

Growing interest in employee-owned models boosts SEI's employee engagement and retention.

SEI's partnership with Canoe enhances its alternative investment data management capabilities.

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