Senior Investment Strategist

1 week ago


London, Greater London, United Kingdom SEI Investments Company Full time
{"h1": "Senior Client Strategy Analyst", "p": "At SEI Investments Company, we're committed to building brave futures by developing and challenging our employees to achieve their goals through internal job mobility. Our Institutional business provides recognized market-leading investment management solutions to pension providers. As a Senior Client Strategy Analyst, you'll gain excellent exposure to a highly experienced team while supporting the production of investment strategy and providing support to SEI's EMEA Institutional Clients.

**Key Responsibilities:**

* Build key relationships within the Institutional team and the Investment Management Unit, working with sales and relationship management teams to ensure correct data is gathered from clients and prospects for modeling exercises.
* Responsible for building and running asset liability models (ALM) to produce deterministic and stochastic modeling outputs using SEI's ALM software.
* Maintain relationships with stakeholders, including clients, actuarial advisors, and administrators.
* Support sales and relationship management processes in the UK by building end materials for presentation to external parties.
* Maintain and monitor the Funding Trigger Monitoring Tools for the UK client bases and assist with the design and implementation of client de-risking/re-risking.
* Build and maintain other tools that assist in asset allocation and portfolio construction.

**Requirements:**

* Demonstrable financial markets experience with a strong knowledge of interest rate products and financial modeling.
* Proficiency in Excel to VBA level.
* Demonstrable experience of Defined Benefit pension schemes.

**Regulatory Requirements:**

* This role is identified as a conduct role and is subject to the relevant Senior Manager and Certification Regime Rules set by the FCA.
* A willingness and interest in helping out with work that may not be 'strictly in your remit'.
* Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection, and fun.

**About SEI Investments Company:**

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Our UK office is based between the City of London and the growing technology hub of Shoreditch. We recognize that our people are our most valuable asset and are invested in your success. We offer a healthy work-life balance and benefits that 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 free fruit twice a week.

SEI Investments (Europe) Limited ('SIEL') is authorized and regulated by the Financial Conduct Authority (FRN



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