Senior, Investment Strategist

SEI1GLOBAL • Upper Providence Township, PA

22d

About The Position

At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility.
SEI's Asset Management Unit has an immediate opening for a Senior Investment Strategist to work on the Client Advice Team and support the Private Wealth Management business. SEI Private Wealth Management (PWM) is a multi-family office, which delivers an innovative and complete wealth management offering to individuals and families that have a net worth exceeding $10 million. Advisory Services include Investment Management, Financial Management and Reporting, Legacy and Estate Planning as well as Aggregated Reporting.
This position requires a highly organized individual who can create client advice, balance many tasks and remain focused on deadlines. The successful candidate will work directly with the ULTRA and High Net Worth (UHNW/HNW) client segment/service team and other planning experts. This role provides advisory solutions in the areas of investments, cash strategies (liquidity), options analysis, asset allocation and performance analysis.

Requirements

• BA/BS degree in related field; or the equivalent in education and work experience
• CFA Certification
• A minimum of 10 years industry related experience with management experience
• Broad investment knowledge of equity, fixed income and alternative asset classes and portfolio design for HNW/UHNW market.
• Develop and maintain deep expertise in all SEI investment strategies
• Ability to effectively explain complex investment strategies in understandable terms.
• Detailed oriented, flexible, and self-motivated.
• Excellent communication and presentation skills

Nice To Haves

• Ability to make strategic decisions using data and sound judgement
• Positive attitude and intellectual curiosity
• Organizational and analytical skills
• Client first position
• 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/

Responsibilities

• Be the primary point of contact within the Advice Team for Private Wealth Management business and work directly with UHNW/HNW clients.
• Create goal-directed investment strategies that support client outcomes. Includes Multi-goal, Multi-portfolio design, portfolio allocation, asset location and tax management strategies, portfolio construction and implementation.
• Evaluate prospect and client portfolios including performance, risk, allocation, tax and/or attribution analysis.
• Monitor portfolio for alignment to goals-based investment policy, client suitability and regulatory compliance.
• Provide support to service team for investment related issues including on-site client meetings.
• Construct client investment materials; as needed.
• Maintain familiarity with entire SEI Investment Product suite and technologies (Morningstar, Black Diamond, Factset, GL, etc.)
• Monitor adherence of client portfolios to PWM investment models.

Benefits

• We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior