Senior Client Strategy Analyst
4 weeks ago
About the Role:
SEI Investments (Europe) Ltd. is seeking a highly skilled Senior Client Strategy Analyst to join their Institutional business team. As a key member of the Defined Benefit Fiduciary Management team, you will work closely with experienced professionals to deliver high-quality investment strategy and support to SEI's EMEA Institutional Clients.
Key Responsibilities:
- You will build strong relationships with the Institutional team and Investment Management Unit, gathering and synthesizing data for modelling exercises.
- Responsible for maintaining and running asset liability models to produce deterministic and stochastic modelling outputs using SEI's ALM software.
- Work with Client Strategy Directors on the development of SEI's Fiduciary Management value proposition.
- Maintenance of relationships with stakeholders, including clients, actuarial advisors, and administrators.
- Support the sales and relationship management processes in the UK by creating materials for presentation to external parties.
- Maintenance and monitoring of Funding Trigger Monitoring Tools for the UK client base and assistance with client de-risking/re-risking.
- Building and maintaining tools to assist in asset allocation and portfolio construction.
Requirements:
- Demonstrable financial markets experience with a strong knowledge of interest rate products and financial modelling.
- Qualified or nearly qualified actuary.
- 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.
It is essential to hold or be working towards investment qualifications such as IMC. If not, it is essential to be willing to undertake and complete qualifications.
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