Financial Analyst

SEI is seeking to expand our US Institutional Advice offering and is looking for an Accounting / Financial Analyst to help support both Hospital Plans and other Institutional Clients.

As a longstanding innovator in Fiduciary management services, we will look to you to contribute to Client deliverables and technical innovation.

What you'll do :

Apply your investments background to review manager performance for Defined Contribution Plans, assist in analysis of Separately Managed Accounts, and examine key financial variables for individual assets and portfolios.

You will work collaboratively to create investment strategies that are tailored to Client goals and needs.

• Work proactively to aggregate, modify, and input Client data into asset liability models, you will then run the models and create Client deliverables.
• Upon gaining experience creating and modifying final output, you will contribute to output and assessments for other market segments and contribute to peer reviews.

We will also rely on your input for process and technical innovation.

• Important for our organization is excellent Client communication. You will create Client presentations with the expectation that you will contribute to the development of the subject matter content.
• Internal communication is also of fundamental importance for developing optimal Client outcomes. You will participate in internal meetings and conference calls where you will work collaboratively to determine investment strategies and presentation materials.

What we need from you :

• College degree in Mathematics, Accounting, Finance, or Economics
• Broad understanding of investments, asset allocation, and portfolio optimization.
• Strong quantitative skills with a desire to learn new competencies
• Proven project management skills with an eye to detail

What we would like from you :

• Technical curiosity
• Willingness to learn
• Solid work ethic
• 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 /

SEI's competitive advantage :

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include 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.

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 in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions.

Reflecting our experience within financial services and financial technology our offices encompass 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 networks.

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.