Job Description:
SEI's Investment Management Unit (IMU) has an immediate opening for an Analyst to support its sustainable investing strategy. Working within the Strategic Planning and Stewardship division, the key objective of the role is to contribute to the development of SEI's sustainable investing strategy and capabilities to be implemented across SEI's full range of investment solutions including mutual funds and separate accounts. The role will work cross-functionally across SEI's Investment Management Unit and Market Units. An ability to synthesize complex information, strong project management skills and the ability to work well in a team environment are essential.
What you'll do:
The Sustainable Investing Analyst will play an essential role in the continued development of SEI's approach to sustainable investing by contributing to the formalization of SEI's approach to integrating sustainability into investment products, reporting, risk management, and client engagement. Some of the core responsibilities include:
- Conduct research into trends and opportunities in sustainable investing across the investor, regulatory and competitive landscapes. Synthesize findings into actionable insights and recommendations.
- Manage implementation of SEI's investment stewardship program including strategic planning and client reporting. Provide ongoing support to Proxy Committee.
- Contribute to manager research process for existing managers as well as potential candidates through application of SEI's ESG due diligence framework for both traditional and sustainable investment strategies. Due diligence will include data analysis, manager conference calls and on-site visits, and preparation of written reports.
- Develop and maintain sustainable investing communications and materials for internal and client audiences. Communications may include written reports and briefings, client presentations and RFPs, and policies.
- Manage sustainability and ESG data and analytics in partnership with the IMU's Data and Risk Management teams to support consistent application of insights and analysis across SEI. Maintain relationships with external vendors and data providers.
- Contribute to sustainable investing reporting and disclosure efforts including CSR reporting, UN PRI and CDP.
What you bring to the table:
- Minimum of 3 years of experience in investment management and/or sustainability. Experience in sustainable finance is a strong plus.
- A Bachelor's degree; completion of and/or progress toward post-graduate education or professional accreditation (e.g. MS, MBA, CFA) a plus.
- Sound working knowledge of investment strategies and capital markets.
- An understanding of and/or passion for sustainable finance including issues related to ESG data, investment stewardship and climate-related financial risk.
- Strong project management skills and an ability to balance multiple short- and long-term projects simultaneously.
- Excellent communication skills - written, verbal and presentation skills for internal/external audiences as well as strong listening and investigative skills. A demonstrated ability to influence senior leaders.
- Solid capabilities in Excel and financial information systems a plus (e.g. Blackrock Solutions, FactSet)
Attributes we value:
- Strong analytical and problem solving skills. Detail oriented and ability to synthesis qualitative and quantitative information.
- Willingness to take initiative, own projects, exercise independent judgment and act decisively.
- Robust organization skills and ability to work effectively under pressure.
- Team player with strong interpersonal skills and work ethic.
- Intellectually curious, creative and open-minded.
- Passion for investing.
- Willingness to travel
SEI is an Equal Opportunity Employer and so much more...
After 50 years in business, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance, and access to thriving employee network.
SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.