Senior, Investment Strategist

SEI (13 days ago)

HybridFull TimeSenior$116,802 - $156,473 (estimated)Asset Management

About this role

SEI's Asset Management Unit is seeking a Senior Investment Strategist to support the Private Wealth Management business. The role involves creating tailored investment strategies for high net worth clients, analyzing portfolios, and working closely with client teams to meet their financial goals.

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Required Skills

Investment Management
Asset Allocation
Portfolio Analysis
Financial Planning
Regulatory Compliance
Client Relations
Risk Management
Financial Modeling
Investment Strategies
Communication

About SEI

seic.com

SEI is a global provider of technology and investment solutions serving financial institutions, wealth managers, asset managers, corporations and affluent families. The firm offers outsourced investment management and administration, investment processing and operations, and integrated technology platforms for portfolio management, reporting and client servicing. By combining proprietary software, operational outsourcing and investment expertise, SEI helps clients scale, streamline operations, enhance reporting and manage risk and compliance. Clients choose SEI for its customizable, end-to-end solutions and industry experience across global markets.

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