Full-Time

Business Analyst 2

Posted on 5/9/2026

SEI

SEI

1,001-5,000 employees

Financial technology, operations, and asset management.

No salary listed

Phoenixville, PA, USA

Hybrid

Three days in the office per week (Tue–Thu).

Category
Business & Strategy (1)
Required Skills
SQL
JIRA
Confluence
Excel/Numbers/Sheets
Requirements
  • BA / BS in Accounting, Finance, Economics, Mathematics, or equivalent experience.
  • Minimum of 5 years of experience as a Business Analyst or related role.
  • Experience with alternative investment systems
  • Proficient in Advent Geneva, gained through hands on experience, is essential.
  • Intermediate skills in Microsoft Excel.
  • The self-motivation, organization and drive to complete multiple deliverables in a timely manner without sacrificing excellence or quality.
  • Strong written and verbal communication skills as you will primarily support your internal clients through email and/or phone calls.
  • Strong customer service skills as you will be communicating daily with your internal clients and other service providers.
  • Strong problem solving skills as you will need to be creative and diligent to meet our users needs.
Responsibilities
  • As an analyst, you will be the liaison between Operations, Solutions, Product and Development teams, working closely to identify, develop, and implement product and technology based solutions to increase operational efficiency, improve accuracy, and mitigate operational risk.
  • You’ll be documenting and implementing business and functional product requirements. Frequently used tools include Advent Geneva, JIRA, Confluence, and SQL Server Management Studio.
  • You will be asked to educate the operations teams on our products/solutions.
  • You will be expected to maintain a general understanding of our various businesses, client businesses and financial services generally.
  • You will get the opportunity to apply creative problem-solving skills to address complex challenges and effectively improve processes.
  • We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization.
  • You will have the opportunity to partner with a diverse team and grow your career.
Desired Qualifications
  • A drive to broaden one’s knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
  • Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy.
  • Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
  • Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.
  • Curiosity, critical thinking and attention to detail: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
  • Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information.

SEI is a global provider of financial technology, operations, and asset management services. Its products and services help financial institutions and other clients deploy capital—whether that capital is money, time, or talent—more effectively, supported by a technology-driven platform and outsourced operations. SEI combines software tools, processing capabilities, and asset management services to customize solutions for each client, managing or advising on about $1.6 trillion in assets as of the end of 2024. Its differences lie in offering an integrated suite that blends fintech, back‑office operations, and asset management at scale, enabling clients to streamline workflows, improve governance, and expand growth objectives. SEI’s goal is to help clients optimize their capital deployment to serve their customers better and achieve their financial objectives.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Upper Providence Township, Pennsylvania

Founded

1968

Simplify Jobs

Simplify's Take

What believers are saying

  • Consensus price target of $105.83 implies 32.6% upside from current $79.79 valuation.
  • Q3 2025 EPS beat of $1.30 versus $1.25 consensus demonstrates consistent earnings outperformance.
  • Robust 2026 earnings growth expected; U.S. growth leadership and AI infrastructure investment drive client demand.

What critics are saying

  • Executive Chairman sold $6.7M in stock, signaling insider concern about near-term valuation.
  • Q1 2026 earnings due April 22 risk missing $1.35 consensus amid quiet market conditions.
  • Custody partnerships cannibalize higher-margin advisory services, pressuring profitability and revenue mix.

What makes SEI unique

  • SEI Access for CITs launched April 14, 2026, automating onboarding and reducing cycle times.
  • Expanded alternative investments platform with KKR access differentiates from traditional wealth management competitors.
  • Strategic partnerships with Huntington National Bank and Knights of Columbus strengthen enterprise custody positioning.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Flexible Work Hours

Hybrid Work Options

401(k) Company Match

Paid Vacation

Paid Sick Leave

Paid Holidays

Paid Parental Leave

Family Planning Benefits

Fertility Treatment Support

Professional Development Budget

Tuition Reimbursement

Wellness Program

Mental Health Support

Commuter Benefits

Phone/Internet Stipend

Home Office Stipend

Employee Referral Bonus

Paid Volunteer Days

Education Assistance

Back-up Childcare Arrangements

Discounted Stock Purchase Plan

Company News

Yahoo Finance
Mar 1st, 2026
SEI Investments partners with Pravati Capital to offer litigation finance via SEI Access platform

SEI Investments Company has partnered with Pravati Capital, one of the oldest litigation finance firms in the US, to offer litigation finance as an alternative investment through the SEI Access platform. The partnership, announced on 25 February, aims to modernise access to litigation finance for wealth managers through an integrated marketplace. The deal comes amid notable insider trading activity at the Pennsylvania-based company. CEO Ryan Hicke sold 80,000 shares on 2 February, whilst managing director Mark Andrew Warner offloaded 4,000 shares valued at $326,960 on 26 February. Founded in 1968, SEI Investments is a global provider of technology and investment solutions for the financial services industry.

Yahoo Finance
Jan 29th, 2026
SEI Investments shares rise 2.3% on Q4 revenue beat despite $215.9B AUM miss

SEI Investments shares rose 2.3% after the financial technology provider reported fourth-quarter results that exceeded analyst expectations. The company posted earnings of $1.38 per share on revenue of $607.9 million, representing year-over-year growth of 16% and 9.1% respectively. However, the results were mixed, as Assets Under Management of $215.9 billion fell significantly short of analyst forecasts. AUM is a crucial metric for investment managers as it directly impacts fee-based revenue. Investors focused on the strong revenue and profit performance, which beat Wall Street forecasts. SEI Investments' shares have gained 6.1% year-to-date and are trading near their 52-week high of $93.80. The stock has shown relatively low volatility, with only four moves exceeding 5% over the past year.

Yahoo Finance
Jan 27th, 2026
SEI Investments reports Q4 earnings Wednesday with revenue growth expected to slow to 7.6%

SEI Investments will announce fourth-quarter earnings on Wednesday after market close. Analysts expect revenue of $599.4 million, up 7.6% year on year, and adjusted earnings of $1.35 per share. Last quarter, the financial technology provider reported revenues of $578.5 million, missing analysts' expectations by 0.5% but growing 7.7% year on year. The company has missed Wall Street's revenue estimates three times over the past two years. Analysts have largely reconfirmed their estimates over the last 30 days. Peers Northern Trust and State Street recently reported fourth-quarter results with revenue growth of 9.4% and 7.5%, respectively, both topping expectations. SEI Investments shares have risen 1.6% over the past month, with an average analyst price target of $98.83 compared to the current share price of $85.34.

InvestmentNews
Jul 18th, 2025
SEI taking majority stake in Stratos Wealth Holdings in $527M deal

The transaction will see SEI effectively own 57.5% of Stratos' operating businesses as previous backer Emigrant Partners exits its position.

Stock Titan
Dec 11th, 2024
SEI Acquires LifeYield for Tax-Smart Tech

SEI (NASDAQ: SEIC) has acquired LifeYield, a Boston-based tax-smart technology provider, to offer the first real-time, automated unified managed household (UMH) capabilities. This acquisition enhances SEI's platform with tax optimization, asset location, and multi-account management, aiming to improve efficiency for advisors and investors. SEI plans to integrate LifeYield's APIs into its Wealth Platform, expanding its tax management solutions. As of Sept. 30, 2024, SEI manages approximately $1.6 trillion in assets.