Solutions Specialist II, Alternative Professional Services at SEI

Oaks, Pennsylvania, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Alternatives, Private Equity, Private Debt, Real EstateIndustries

Requirements

BA/BS in Computer Science, MIS, Mathematics, Engineering, Finance, Accounting, Business or applicable experience
Minimum of 3 years of accounting platform implementation experience, software, and product development in the Alternatives industry
Financial Services experience in Alternatives, preferably Private Equity, Private Debt, Real Estate operations, reporting, allocations, and fee calculations
Expertise in alternatives systems implementations: FIS Private Capital Suite (Investran), SS&C Geneva preferred
Experience with Snowflake, Anaplan, Alteryx, Power Platform, Tableau, Yardi, Allvue, eFront, LemonEdge

Responsibilities

Assess and analyze client customized requests and solutions
Support technical sales and present solutions
Provide solutions packaging content and competitive positioning
Collaborate with product components, technology, developers, sales, operations in the design, delivery, and maintenance of the solutions
Deliver systems configuration, reporting, data conversion, automation, system integrations, and modeling services

Skills

Key technologies and capabilities for this role

InvestranSS&C GenevaSnowflakeAnaplanAlteryxPower PlatformTableauYardiAllvueeFrontLemonEdgesystems configurationreportingdata conversionautomationsystem integrations

Questions & Answers

Common questions about this position

What benefits does SEI offer?

SEI offers comprehensive benefits including healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance with premiums paid for base coverage, 401(k) match, education assistance, commuter benefits, up to 11 paid holidays per year, 21 days PTO per year pro-rated for new hires which increases over time, paid parental leave, and back-up childcare arrangements.

Is this role remote or hybrid?

SEI offers a hybrid working environment for most roles.

What skills and experience are required for this position?

Required qualifications include a BA/BS in Computer Science, MIS, Mathematics, Engineering, Finance, Accounting, Business or applicable experience, a minimum of 3 years of accounting platform implementation experience in the Alternatives industry, Financial Services experience in Alternatives (preferably Private Equity, Private Debt, Real Estate), and expertise in alternatives systems implementations like FIS Private Capital Suite (Investran) or SS&C Geneva.

What are SEI's company values?

SEI's values are courage, integrity, collaboration, inclusion, connection, and fun.

What makes a strong candidate for this Solutions Specialist role?

Strong candidates have 3+ years of experience in Alternatives industry implementations, expertise in systems like Investran or Geneva, preferred experience with tools like Snowflake, Anaplan, or Tableau, plus soft skills like curiosity, critical thinking, problem-solving, excellent communication, and the ability to collaborate and present solutions.

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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