Demo

Investment Analyst

SEI
Oaks, PA Full Time
POSTED ON 2/9/2025
AVAILABLE BEFORE 5/9/2025

SEI's Enterprise Risk Management group (ERM) has an immediate opening for a Risk Analyst to contribute to its investment risk management team. The key objective of the role is to identify, manage and mitigate risk across SEI's investment portfolios. The role will work cross-functionally across SEI's Investment Management Unit (IMU) and other units within SEI. An ability to analyze complex information, manage projects and work well in a team environment are essential.

What you will do :

  • Assist with identifying, monitoring and mitigating investment and regulatory risk of funds on a daily basis.
  • Analyze data to convey potential risks and concerns. Investigate, report and discuss risk concerns with the other team members, portfolio managers and other key people throughout the organization.
  • Assist in the preparation of risk reports, summaries, and presentations. Compile information and display results.
  • Assist in the implementation of new solutions to monitor investment and regulatory risks. Work with technology teams to develop solutions as necessary to meet requirements.
  • Adhere to policies and procedures. Maintain and update policies as needed.
  • Contribute to enhancement of technological systems and overall risk management process.

What we need from you :

  • Minimum one year of experience in risk management, investment management or other related experience
  • A Bachelor's degree; focus in finance, economics, business, mathematics, or quantitative focused discipline
  • Working knowledge of investment strategies, capital markets, derivatives and other security types
  • A demonstrated ability to understand new analytical concepts
  • Strong project management skills and an ability to manage multiple short- and long-term projects simultaneously.
  • Careful attention to detail
  • Excellent oral and written communication skills
  • Strong technological capabilities, with skills in Microsoft Office product suite (Excel and Powerpoint in particular) and financial information systems (e.g. Blackrock Solutions, FactSet) or similar systems would be beneficial. Experience with SQL or Access a plus.
  • What we would like from you :

  • Objective, Balanced and Decisive
  • Thorough, organized, accurate
  • Self-aware and Conscientious
  • Logical and Analytical
  • Independent Self Starter
  • Articulate and Effective Communicator
  • Intellectual Curiosity
  • Commitment to Professional Development
  • Team Player
  • Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https : / / www.seic.com /

    SEI's competitive advantage :

    To help you stay energized, engaged and inspired, we offer a wide range of benefits including 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 and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

    Benefits include 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 and more.

    We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.

    SEI is an Equal Opportunity Employer and so much more...

    After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass 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.

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