Automation / Efficiency Specialist

Job description

SEI Investments is a leading global provider of asset management and investment technology solutions. The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI is a people focused organization which encourages and recognizes employee development as being a critical component in the provision of excellent client service. An open, collaborative and detail oriented environment underpins this business objective. Position Description: At SEI, Automation Specialists sit within the Alternative Funds business and play a crucial role in enhancing operations, blending financial operations knowledge with technical automation skills. The goal is to leverage a technical problem-solving skillset to streamline complex fund processes for efficiency. The ideal candidate has deep familiarity with automation tools (notably Alteryx, Power Automate and the broader Power Platform, among others), solid programming/scripting abilities, and proven experience in the funds operations domain. The role entails a wide array of responsibilities – from process analysis and solution development to training and continuous im...