SEI · 5 hours ago
Senior Business Analyst – Transfer Agency
District of Columbia, United States
Full-time
Hybrid
Senior Level, Lead/Staff
$155K/yr - $165K/yr
10+ years expSEI is a leading global provider of investment processing, investment management, and investment operations solutions. They are seeking a Senior Business Analyst to drive strategic initiatives supporting their Institutional Transfer Agency and modernization roadmap, focusing on large-scale fund conversions and operational efficiencies.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
Responsibilities
Serve as a primary lead for major conversions from SS&C TA2000 to SEI’s Envision platform, covering 1,500+ funds and ~$400B AUM, ensuring data integrity, operational readiness, and alignment to business objectives
Lead onboarding and conversion efforts for AIC and other third‑party fund complexes (100+ funds, ~$100B AUM) transitioning from external TA providers
Manage new business conversions with a focus on cost optimization, process consistency, and effective vendor coordination
Lead end‑to‑end solution onboarding—including scoping, estimation, design, business/technical requirements, workflow configuration, reporting needs, automation design, and data conversion mapping
Translate business requirements into detailed functional specifications, configuration documentation, and testing frameworks
Design and execute comprehensive end‑to‑end test plans across interconnected applications to validate enhancements, conversions, and reporting deliverables
Collaborate with developers, QA teams, fund accountants, investor services, sales, relationship managers, and external vendors to deliver scalable, reliable, and high‑quality solutions
Work with business management on forecasting, EVA alignment, budgeting, and operational prioritization
Analyze current TA workflows and operational processes to identify optimization opportunities
Lead approved process enhancement initiatives, ensuring measurable and sustainable operational efficiencies
Qualification
Required
BA/BS in Computer Science, MIS, Mathematics, Engineering, Finance, Accounting, Business, or equivalent experience
10+ years of business analysis experience within Transfer Agency servicing, including reporting, SQL, and data analysis
Strong hands-on experience leading large-scale fund or TA conversions, ideally with platforms like Envision, TA2000, or FIS
High proficiency with SQL, relational databases, and familiarity with agile methodologies and the SDLC
Deep understanding of end-to-end Transfer Agency operations, workflows, and data flows
Experience with transfer agency systems and connected vendor applications such as AML, DDA Bank, Blue Sky, Print Vendor or equivalent analytical/operational tools
Strong analytical, problem-solving, and data-interpretation skills
Proven ability to break down complex operational and data challenges into actionable requirements
Exceptional communication (written & verbal) and presentation abilities
Preferred
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
Benefits
Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
Life and disability insurance (premiums paid for base coverage)
401k match
Tuition reimbursement
Commuter benefits
11 paid holidays/year
21+ days paid time off/year pro-rated
Paid parental leave
Discounted stock purchase plan
Investment options
Access to thriving employee networks
Company
SEI
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.
1001-5000 employees
H1B Sponsorship
SEI has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (78)
2024 (28)
2023 (45)
2022 (70)
2021 (22)
2020 (39)
Funding
Current Stage
Public CompanyTotal Funding
unknown1981-04-03IPO
Leadership Team
Alfred West, Jr.
Founder & Chief Executive Officer
Ryan Hicke
Chief Executive Officer
Recent News
The Motley Fool
2026-01-19
2026-01-09
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