An opportunity has arisen for a candidate with performance measurement, reporting and portfolio analytics experience to join our Investment Performance Team within the UK SEI Wealth Platform. You will mainly be assisting with the timely and accurate delivery of client portfolio performance services, vetting returns data input, as well as participating in strategic and tactical projects to enhance SEI’s service offering and overall quality of processes. This role would suit a self-directed professional who is comfortable working in a global environment (India based Performance Analysts and US based Tech Support), who possesses an analytical mindset with a collaborative approach and a strong understanding of all technical issues associated with performance measurement in the financial services industry.
As a future Senior Performance Analyst you will report to the Client and Performance Reporting Manager and you will be part of SEI Wealth Platform Investment Operations – wider Investment and Regulatory Reporting Team.
What you’ll do:Operational Support
You will have responsibility for the production, validation and reporting and/or secondary review of monthly client portfolio performance and benchmarks returns data calculations to the highest level of accuracy within agreed SLAs.
You will act as an escalation point for any issues or questions that arise on the internal performance measurement third party application and data workflow from and/or into the SEI Wealth Platform.
You will take responsibility for sharing knowledge, providing mentoring and cross educating others within the team (UK or India based colleagues) to help elevate the wider team understanding and performance.
Subject Matter Expert
You will be expected to use your theoretical knowledge to set up, interpret, and scrutinise system-generated performance output (e.g.: Multi Asset Portfolio returns, Contribution & Attribution returns).
You will assist the team with the development of new ideas to further improve the detection of data gaps and overall efficiency of existing processes using Excel, VBA and SQL predominantly.
You will be the Subject Matter Expert on Performance, Attribution and Benchmark, acting as a resource on routine and complex queries from the internal teams and external clients.
You will be expected to follow industry trends and standards as well as understand how the internal performance product is evolving to fulfill growing demands from clients.
You will establish and strengthen existing relationships with SEI’s client firms and internal stakeholders (Client Reporting, Operations, Client Services, and Development support teams).
Project Management:
You will have responsibility for analysis and defining service issues, opportunities and enhancements. This includes the implementation of solutions to improve the reporting processes.
You will assist the team with tactical and strategic client firms’ projects and other business tasks as assigned and seek to complete these within the expected timescales.
You will actively participate in the testing of all technology upgrades, providing support pre and post implementation of new performance solutions as well as the adoption within the organisation.
What we need from you:A strong academic background preferably in Economics/Finance, or Math/Engineering
Demonstrable experience in an investment performance or portfolio analytics role
Knowledge of performance measurement and attribution methodologies
Advanced Excel skills including VBA macro
Proficient in SQL (Preferred)
Solid understanding of different asset types and multi-asset portfolios
What we would like from you:Highly organised with a positive attitude towards problem-solving is essential.
Excellent communication, interpersonal, and presentation skills; role requires interaction with all levels of internal staff and external client firms.
Self-motivated and self-reliant
Team player with a proactive approach
Numerate and Analytical
Ability to work with high-volume data while maintaining excellent attention to details
Ability to manage multiple projects
SEI’s competitive advantage:
To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.
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, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit.
SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).