Client Portfolio Strategist recruitment
SEI’s Investment Management Unit (IMU) has an opening for an Investment Strategist within the Client Investment Strategy group. The Client Portfolio Strategist is the investment professional within SEI’s Investment Management Unit who works to develop an informed, philosophically sound, and proactive relationship with our institutional clients. As such, the Client Portfolio Strategist works with members of SEI’s Portfolio Strategy team, SEI’s Investment Strategies Team and the relevant members of our solutions, sales and service organizations in developing investment strategies that meet our clients’ goals.
The objective of our solutions is to deliver the benefits of active management in a consistent manner to help clients meet their unique objectives. These include: Investment objectives, Investment management structure, manager selection, manager monitoring, performance evaluation, transaction advice, and investment policy statements.
Job Responsibilities:
- Provide wide range of services to trustees, investment committees, and sponsors.
- Establish a trusted advisor role with clients and provide consistent, supervisor relationship management.
- Evaluation of 3rd party manager pool and selection/presentation to clients based on their needs.
- Build internal client relationships and collaborate effectively on cross-functional teams.
- Oversee the portfolio management practices of third party managers to implement appropriate investment strategies.
- Initiate and adopt innovative and creative approaches to analyzing and developing solutions.
- Develop strategies to meet objectives of alpha and consistency in each fund.
- Provide advice on the design, implementation, and monitoring of investment strategies based on modern portfolio theory, including the use of derivative instruments.
- Review investment analyst recommendations per fund that highlights both a breadth and depth of understanding of active management strategies.
- Manage and provide case specific investment analysis to partner with our sales/relationship teams to compete effectively for new business and to retain business.
- Work closely with solutions group to define the integrated case support tools since these will be critical to the team’s success.
- Provide technical investment support for sales/relationship mangers through working with the CIS team to interpret and tailor the investment experience, messaging and presentations.
Requirements:
- 10+ years of investment experience including portfolio management and investment manager analysis and/or security selection.
- MBA and/or CFA preferred.
- Strong understanding of the global institutional investment industry, its drivers and direction.
- Excellent working knowledge of both active equity strategies and markets.
- The ideal candidate will demonstrate themselves as a generalist and investor rather than a specialist in any particular process or school of thought.
- Deep understanding of portfolio management and ability to analyze the manner in which client objectives should influence investment policy.
- Strong experience with equity manager selection.
- Strong sense of initiative and desire for accountability.
- Strong written and presentation skills.
Physical Demands and Work Environment
While performing the duties of this job, the work environment may require an individual to move around the office and from building to building which may expose the individual to weather conditions outside. The individual has to be able to sit or be stationary at a computer and use computers for extended periods of time and occasionally lift and/or move up to 20 pounds. The noise level in the environment is moderate and the individual must be able to communicate and exchange information with people in person and over the telephone and email
Location and Travel: This position is based at corporate headquarters in Oaks, Pa and would require up to 50% travel annually.
About SEI
SEI (NASDAQ:SEIC) is a leading global provider of investment processing, fund processing, and investment management business outsourcing solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of December 31, 2011, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $404 billion in mutual fund and pooled assets or separately managed assets, including $172 billion in assets under management and $232 billion in client assets under administration. For more information, visit www.seic.com.