Investment Officer, Alternative Collective Investment Trusts

🕒 April 22

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $90k - $120k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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SEI

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

💳 Fintech

🏢 Enterprise

Finance • Fintech • Enterprise

SEI is a company that delivers technology and investment solutions aimed at connecting the financial services industry. It provides services in investment processing, operations, and asset management, working with corporations to drive financial growth and change. SEI is also committed to diversity, equity, and inclusion, and seeks dynamic talent to join its diverse teams. The company has a range of career opportunities, including early career and entry-level positions, across its operations in the U. S. , U. K. , and Ireland.

📋 Description

• Work alongside STC’s Chief Investment Officer to oversee STC’s investment advisors and CITs from an investment perspective. • Consume investment research and operational due diligence to support STC’s investment management responsibilities with respect to private market investments. • Conduct daily reviews of collective investment trust portfolio holdings data to ensure compliance with applicable investment guidelines and escalate issues as appropriate. • Partner with STC’s investment advisors to resolve investment guideline deviations and to implement approved guideline changes consistent with fiduciary responsibilities. • Address ad hoc investment related issues as they arise and proactively identify opportunities to enhance the firm’s risk profile. • Perform annual and quarterly due diligence through reviews of documentation, conference calls, and on-site meetings, and summarize key findings for management and committee review. • Maintain organized records of fund policies and procedures, including proxy voting and best execution, and prepare, review, and present materials for periodic trust investment committee meetings. • Participate in divisional and corporate development initiatives to support process improvement, collaboration, and continued professional growth.

🎯 Requirements

• B.S/B.A. (Business or related field preferred) or equivalent work experience • Minimum 8 years prior relevant work experience, ideally in Asset Management or Banking • Understanding of collective investment trusts and/or pooled vehicle operations • Experience with private market investments • Detail-oriented • Strong aptitude for numbers • Excellent interpersonal skills • Ability to work under pressure and perform job responsibilities within deadlines • Ability to recognize potential problems and escalate them appropriately • Must be a team player, capable of interacting with senior management, leaders, legal / compliance / risk, market unit partners • Excellent communication / presentation skills both on a verbal and written level • Knowledge of Microsoft Excel for Windows and an aptitude for computer systems • Proven initiative & problem solving skills with thorough follow-up • Logical and Analytical • Possess natural curiosity & inquisitiveness, particularly in financial markets • Independent Self Starter • Regular and reliable attendance in accordance with position, business and/or client needs.

🏖️ Benefits

• 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.