Source description
About the role
Role: SWP Analyst
Duration: 12 months Location: Remote Visa: W2 role Rate: $60/hr
Project Scope: • In the process of converting from SEI Trust 3000 (Been on for 40 years) SWP (SEI Wealth Platform - more modern tool) • Doing it in phases, have done about half of the accounts so far - the less complex accounts • Now getting into the more complex ones with global, security, lending aspects (also repo, etfs, etc.) • Everything we did on Trust 3000 has to be rebuilt on SWP - How does it work on Trust 3000? How will we do it on SWP?
Team Size & Breakdown: - stand up time • Whole team of Data Analysts, 8 employees and 8 CEs • Couple people just work on inhouse apps, some work on statements, some work on Pivot group (online access for institutional clients), some still working on Trust 3000 • Most of the team is doing tech requirements for conversion to SWP • Running Agile - Kanban
High-Level Individual Duties: • A lot of heads down work - putting specs (functional requirements) together • Research what's going on in Trust 3000 today and how it will work on SWP • Sit down and work with PO's and SMEs to understand the difficulties, vision for the future • Once it comes back from the developers will have to do some testing • 50% independent work (writing specs, testing); 50% working with developer teams/ Business Line Product Owner and SME
Must-Haves (Concepts & Tools): • SWP • SWPR • Strong collaboration/communication skills to work with developers, PO’s and SMEs
Nice-to-Haves: • Oracle DB background is helpful - if someone is working with SWPR they usually have this • Visio is helpful to draw flow diagrams • Excel/Word • Trust 3000/Biz • Jira
WFH: Yes – daily standups at 8:30 or 9 CST depending on the team they join, so must be able to make this timing work. Has one person on the West coast so she is open to PST.
-- Thanks & Regards, Kalyan Sadanala| Talent acquisition specialist Thoughtwave Software and Solutions 314 N. Lake St, Suite 6, Aurora IL 60506 Desk: 6303132177, EXTN: 148 Text Message: 8722346381 Email: Kalyan@thoughtwavesoft.com Website: www.thoughtwavesoft.com Linked in: https://www.linkedin.com/in/kalyan-sadanala-21b678214/
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