What are the responsibilities and job description for the Portfolio Strategist position at Sei?
When you step into SEI – anywhere in the world – you know you’re not inside a traditional financial services company. We have no offices. Our open innovation spaces spur creativity, the provocative artwork inspires conversation, and the flexible work-life balance drives personal and professional growth. We are a place to inspire your work, build your voice, and grow your community. We’re different. And we’re proud of it.
SEI’s Investment Management Unit (IMU) has an opening for a Portfolio Strategist to play a key role as part of the Advice and Asset Allocation team, responsible for creating and maintaining asset allocation models for SEI’s client base. The objective of the team is to deliver diversified investment solutions that are optimized to meet various client investment objectives.
What you’ll do:
This role has the following core responsibilities:
› Contribute to the asset allocation research process for SEI’s investment strategies. Seek to maintain and improve diversification and efficiency of strategic portfolios.
› Manage analytical models and processes to support and inform the asset allocation decision-making process.
› Conduct regular reviews of strategies versus expectations and investment objectives; develop frameworks for assessing and communicating performance of investment strategies.
› Communicate research results within and outside the team. Work with colleagues and other teams to implement asset allocation recommendations.
› Keep up with developments in the capital markets and industry research; form qualitative investment and economic views.
› Respond to various requests from other teams within the Investment Management Unit and SEI’s market units.
This role also carries a long-term responsibility to help enhance our process-driven culture in a constructive fashion. The abilities to clearly formulate fact-based investment opinions with an open mind and to work well in aWhat you bring to the table:
› Bachelor’s Degree required
› A minimum of 5 years of relevant work experience required
› Knowledge of financial and economic indicators/data sets; familiarity with information systems such as Bloomberg, Morningstar, etc.
› Strong interest in capital markets research and modeling; general knowledge cutting across all asset classes.
› Finance, mathematics, or economics background; Master’s degree in a related field preferred.
› Strong written and verbal communication skills.
› Strong capabilities in Excel.
› CFA designation or progress toward CFA designation preferred.
› Familiarity with different programming languages such as VBA, SQL, Python, or R is a plus.
Attributes we value:
› Strong work ethic and interpersonal skills; capacity to work on multiple projects simultaneously.
› Organizational skills, attention to detail, and eagerness to take initiative and accountability.
› Analytical/quantitative skills a must.
› Ability to work collaboratively on a team while also proactively identifying opportunities to add value.
SEI is an Equal Opportunity Employer and so much more…
Now in its 54th year, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity / affirmative action 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.
