Manager, Performance Measurement
1 month ago
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Institutional Private Client (IPC) and Separately Managed Accounts (SMA) Performance Team. Our primary goal is to provide exceptional investment performance reporting and client service to our institutional and retail clients' asset managers. As a manager, you are the face of the quality controls, data governance, reporting deliverables and client service that we provide to our clients every day. You will train and supervise the operation analysts and specialists on the team.
What you will do:- Your skills in accounting, finance and performance measurement will be used by analyzing performance results calculated by our core portfolio accounting system. You will also be responsible for reviewing daily data governance checks performed by the performance team analysts to ensure that the components of the performance calculation are accurate. In addition, you will be leading special projects, such as client conversions, system enhancements and ad-hoc client requests. Essentially, you are responsible for overseeing much of the work being done by performance team members at the analyst level and will often be the main point of contact with the client.
- As a manager, you will be overseeing the coordination and support of various year-end audit engagements in accordance with SEC regulations or the GIPS standards. You will also assist in our annual audit of internal controls, SSAE 16. We need your due-diligence to maintain excellence for our clients.
- You will correspond with external investment managers regarding day-to-day performance issues, month-end composite calculations, ad-hoc client reporting requests and much more. Client engagement and a dedication to quality service is a must for success.
- You will conduct performance appraisals, monthly one-on-ones with the team analysts/specialist and provide career pathing and training. You will also ensure staffing requirements are met by assessing resource requirements, interviewing candidates, and hiring employees. You will provide and foster a team environment to include individual development, promotions and disciplinary action.
- BA / BS in Finance, Accounting, Mathematics, Economics, Data Analytics or equivalent work experience.
- 5 years experience in the fund services industry.
- Minimum of 2 years' supervisory or management experience.
- Strong knowledge of financial, investment industry and/or institutional separate accounts.
- CIPM designation (or working toward) a plus.
- Proficiency in Microsoft Excel. Access, SQL or Visual Basic skills a plus.
- The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality.
- Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.
- Strong customer service skills as you will be communicating daily with internal and external clients.
- The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality.
- Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.
- Strong customer service skills as you will be communicating daily with your clients and other service providers.
- A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
- Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy.
- Collaboration with internal and external stakeholders.
- As the needs of our clients change, we need to be flexible to change with them.
- Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.
- Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
- Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information.
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.
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