Release Analyst, SEI
3-5 days a week in office
Technology and investment solutions
Be an early applicant
Technology and investment solutions
1001+ employees
Be an early applicant
3-5 days a week in office
1001+ employees
Company mission
To build brave futures through the power of connection, working with clients and communities to solve the problems that matter.
Role
Who you are
- High proficiency in Excel and Access (creating macros, v-look ups minimum)
- Good eye for collating statistics and Data analysis
- Documenting MI effectively within Excel/Word
- Oracle PL/SQL skills a bonus but not a must
- Wealth management, financial planning, front office advisor systems knowledge is a plus but a keen interest that can be demonstrated is essential
- Self-motivated with an ability to priorities multiple tasks and possesses the ability to quickly deal with change
- Ability to work effectively under little supervision as well as in a team environment
- Strong collaboration, communication, and negotiation skills
- Organisational skills including an ability to manage multiple plans with concurrent deliverables and resource needs
- Ability to think creatively and seek optimum solutions
- Ability to grasp loosely defined concepts and transforms them into tangible results and key deliverables. Strong adaptability, innovative skills, and attention to detail
- Problem solving skills. Diagnostic skills with the ability to analyses technical, business, and financial issues and options
- Ability to infer from previous examples, willingness to understand how an application is put together
- Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information
What the job involves
- Our SEI Wealth Platform Business (SWP), who supply market leading technology to Wealth Managers, Wealth Planning businesses and Private Banks to help their clients achieve their goals, is looking to recruit an ambitious individual with a demonstrable interest in financial services and financial technology to join us as a Release Analyst
- You will be an integral part of the Release Management Team and the broader Platform Technology team. Your responsibilities will include ensuring full client and internal test case coverage, internal and stakeholder management and communications.
- You will follow a full Scaled Agile methodology and work with Solutions and Operational managers/ owners in understanding to assist building the testing requirements and scenarios to support the Release phase
- You will establish relationships within the internal business community both in the UK & US Release Team/Feature/Product Owners
- You will interact effectively with our Wealth Platform Development Teams & Offshore Teams
- You’ll collate Management Information and Statistics of UAT Test Case Execution and Uploading Test Case Scenarios within The Rally Application
- Pull Defect totals from Rally which have been raised and following up with resolution timelines
- You’ll provide support in User Acceptance Testing across the business, from Operations to Client functionality
- Access to Test Environments and environment set up & User ID creations
- You will understand Configuration Requirements linked to functionality of features
- You’ll proactively recommend innovations and modifications which are in compliance with industry requirements and are consistent with corporate objectives and goals to improve operational processes, systems, policies and procedures
- All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit, and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training
Salary benchmarks
Our take
SEI provides technology and investment solutions for the financial services industry by offering services like investment processing and operations management. The company oversees around $1.5T in assets, helping clients make smart financial decisions.
It also offers customized investment portfolios through managed accounts, allowing investors to tailor their strategies. Its technology helps clients optimize taxes and provides detailed reports on tax savings, making the service valuable for financial advisors and investors.
Recently the company added new features to its platform, enabling wealth managers to see a complete view of their clients' finances, as well as assets held elsewhere. These updates have driven growth in SEI's managed accounting, placing the company well for continued success.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Company benefits
- Reach your goals with retirement and stock purchase plans: Plan for the future with our capital accumulation plan 401(k), employee stock purchase plan, and employee investment program
- Resources to help you further your professional development: Our Education Assistance Program helps our employees in learning and furthering their professional development
- Generous time off, help for families, and work-life assistance: Employees need balance to be their best, so we provide plenty of time away from the office. We also help families with an onsite Family Center (Oaks location) and life management assistance programs
Company values
- Courage: We think and act like owners, embracing risk to drive growth for our clients and company
- Integrity: We do what we say and act with transparency (because it's the right thing to do)
- Collaboration: We work with each other, our clients, partners, and communities to solve problems that matter
- Inclusion: We nurture an environment of respect and belonging where people are empowered to be themselves
- Connection: We build lasting relationships through which we learn, grow, and succeed
- Fun: We have fun
Company HQ
Upper Providence Township, Oaks, PA
Articles
Leadership
Ryan Hicke
(CEO)Ryan has worked at SEI since 1998, initially joining the company as an Account Executive. Since then, they have worked in several roles, including Managing Director of UK IFAs and Global Wealth Services, and Senior/Executive Vice President, before becoming the CEO in 2022.
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