SEI Investments
Oaks, PA (hybrid preferred but may consider remote within EST and comfortable with travel to Oaks, PA quarterly)
Business Systems Analysts
2 Step I/V Process

Must Have:
- Financial domain and EDM Experience
- Experience setting up security, equities, pricing.
- SQL skills (for a BA to do data discovery)
- AGILE skills and tools like jira/confluence

• Candidate must have strong knowledge in investment management data domains - portfolio holdings, portfolio attributes, indexes, reference data (country, exchange, and currency), market data, and corporate actions.
• Strong understanding of operating models (Agile & Waterfall) with ability to gather requirements and document BRD/FRD
• Preferred hands on experience on either on Geneva , Investone or Investran accounting system experience.
• Expertise in using MS Office Tool Suite (including Outlook, Word, PowerPoint, Visio & Excel)
• Implement strategic and technical solutions for problems reported by business and operations team by identifying the root cause.
• Work with solutions team to identify and document business goals and strategies.
• Work with Project/Product owner to define project goals and ensure timely delivery of milestone items
• Create stories appropriate from Epic or Feature level requirements
• Document requirement using JIRA and Confluence and maintain traceability matrix.
• Understand and document Functional, Technical and Non-Functional requirements related to system enhancement for none to minimal impact to an existing system
• Create process diagrams, flow diagrams and/or UI mockups for application functional requirements with keeping user experience in focus.
• Create and deliver data mapping documentation for reporting requirements
• Help with Production issues root cause analysis and resolution.
• Create and maintain Product Backlog
• Work with SCRUM Master and development team to coordinate planning of Agile/Scrum sprints for SDLC deliverables
• Provide UAT sign off during each sprint cycle
• Actively communicate all road blocks and/or receive sign off for sprint deliverable from respective stakeholders.
• Help identify process gaps and define enriched processes for better SDLC and IT solutioning.

• Strong domain knowledge of various asset classes and market attributes that define them.
• Strong knowledge in investment management data domains - portfolio holdings, portfolio attributes, indexes, reference data (Static and time series), market data and corporate actions.
• Strong understanding of operating Models (Agile & Waterfall) with ability to gather requirements and document BRD/FRD
• Good data analysis skills. Should have Excellent understanding of Excel and SQL is must.
• Knowledge of Jira is must.

Required Skills : - Financial domain and EDM Experience - Experience setting up security, equities, pricing. - SQL skills (for a BA to do data discovery) - AGILE skills and tools like jira/confluence
Basic Qualification :
Additional Skills :
Background Check :Yes
Drug Screen :Yes
Notes :
Selling points for candidate :
Project Verification Info :Client Letter (with no end date) Exhibit A Vendor Letter
Exclusive to Apex :No
Face to face interview required :No
Candidate must be local :No
Candidate must be authorized to work without sponsorship ::No
Interview times set : :No
Type of project :Other Project Type
Master Job Title :Bus. Analyst: Technical
Branch Code :Philadelphia