SEI · 2 days ago
Solutions Specialist III, Alternative Investments
Oaks, PA
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expSEI is a technology and asset management company that is expanding its Investment Manager Services Division. They are seeking a Solutions Specialist III to lead new business onboarding, systems configuration, and provide exceptional services to clients in the Alternatives industry.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
Responsibilities
Assess, analyze client customized requests and solutions
Conduct and prepare gap analysis, business reason, solution definition for existing platform
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
Qualification
Required
BA/BS in Computer Science, MIS, Mathematics, Engineering, Finance, Accounting, Business or applicable experience
A minimum of 8 years of accounting platform implementation experience, software, and product development subject areas 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), Geneva is preferred
Experience with Snowflake, Anaplan, Alteryx, Power Platform, Tableau, Yardi, Allvue, eFront, LemonEdge
Preferred
Curiosity, critical thinking and attention to detail. Solution-oriented with strong problem-solving skills
Ability to break down sophisticated data and operational problems and communicate to product development
Self-motivated, and strive to meet demanding client delivery challenges
Custom software development and modeling experience a plus
Excellent communication skills, both written and verbal and presentation
Ability to present Investment Management solutions in a sales environment
Ability to collaborate with internal and external partners
Capacity to work within sophisticated systems and large data sets
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun
Benefits
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
Flexible Paid Time Off (PTO)
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
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
2026-01-09
2025-12-04
Company data provided by crunchbase