Investment Solutions Technology & Data AnalystSwiftCruit • Oaks, Pennsylvania, United States
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Investment Solutions Technology & Data Analyst
SwiftCruit
- Oaks, Pennsylvania, United States
- Oaks, Pennsylvania, United States
Über
The successful candidate will partner closely with investment, technology, and operations teams to define business needs, lead technology focused initiatives, and design and deliver data solutions that improve scalability, efficiency, and insight across the investment management platform. This role also plays a key part in validating new technology solutions by coordinating and supporting the testing of new system releases, integrations, and enhancements to ensure changes meet business requirements and are ready for production use.
What you will do
Partner with IMU business teams to gather requirements, perform business analysis, and translate investment and data needs into technical solutions
Lead and contribute to technology and data projects, including system integrations, platform enhancements, vendor onboarding, and process modernization initiatives
Design and help implement data architectures, workflows, and controls to support scalable investment data acquisition, transformation, and consumption
Work with internal technology teams and third party vendors to integrate new data sources, systems, and tools into the IMU data ecosystem
Coordinate and support testing of new system releases, integrations, and enhancements, including validating new build components, ensuring alignment with business requirements, and supporting user acceptance and release readiness activities
Support project management activities, including defining scope, timelines, deliverables, dependencies, and risk mitigation plans
Develop and enhance data pipelines, controls, and automated processes to improve data quality, transparency, and efficiency
Troubleshoot complex data and integration issues by coordinating across analysts, engineers, portfolio teams, vendors, and other stakeholders
Contribute to the creation of process documentation, technical specifications, and operating models for new and existing solutions
Support strategic initiatives and new product launches by providing data, technology, and analytical expertise
Identify opportunities to standardize, automate, and modernize investment data and technology processes
What we need from you
Bachelor’s degree in Business, Finance, Economics, Computer Science, Engineering, Mathematics, MIS, or a related field
Minimum of 4+ years of experience in financial services, investment management, or a technology enabled data role
Strong experience working on technology or data driven projects, including system integrations or platform enhancements
Experience supporting or coordinating testing efforts for technology or data solutions, including system integrations, enhancements, or new platform releases
Experience with project coordination or project management methodologies
Demonstrated ability to perform business analysis and translate requirements into technical designs or solution approaches
Working knowledge of relational databases and data tools (e.g., SQL, Python, Power BI, or similar technologies)
Familiarity with investment data, products, and workflows (traditional and/or alternative assets preferred)
Exposure to investment systems and vendors such as Bloomberg, FactSet, BlackRock Solutions, or similar platforms is a plus
CFA, CIPM, or progress toward designation is a plus (reimbursement provided)
What we would like from you
Strong analytical and critical thinking skills with the ability to solve ambiguous problems
Excellent written and verbal communication skills; able to engage effectively with both technical and non technical stakeholders
Comfortable working between business teams and technology teams as a translator and solution partner
Process oriented mindset with the ability to design and improve workflows where none exist
Ability to manage multiple projects or workstreams concurrently and meet deadlines
High attention to detail and commitment to data accuracy, quality, and controls
Self motivated, intellectually curious, and eager to learn new technologies and investment concepts
Ability to operate independently while collaborating effectively in a team based environment
This team follows a hybrid schedule and works 3 days a week in the office.
Benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
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Sprachkenntnisse
- English
Hinweis für Nutzer
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