Investment Analyst

SEI • Upper Providence Township, PA

13d • Hybrid

About The Position

SEI’s Investment Risk Management team has an immediate opening for a Risk Analyst. We’re looking for a Risk Analyst to help identify, measure, and monitor the drivers of risk and return across multi‑asset portfolios. The role will work cross-functionally across SEI’s Investment Management Unit (IMU) and other units within SEI, partnering closely with portfolio managers, investment strategists, trading and technology to provide a clear view of portfolio exposures, communicate actionable insights, and strengthen portfolio construction and ongoing risk management. An ability to analyze complex information, manage projects and work well in a team environment are essential.

Requirements

• Minimum one year of experience in risk management, investment management or other related experience
• 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.

Nice To Haves

• 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.

Responsibilities

• 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.
• Partner with portfolio managers and strategists to investigate risk signals, validate hypotheses, and document portfolio risk narratives.
• Participate in regular investment/risk discussions, bringing data-driven perspectives and follow-ups on portfolio actions, constraints and residual risks.
• 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.

Benefits

• 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
• flexible Paid Time Off (PTO)
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees