Performance Specialist

We are recruiting for a candidate with performance measurement, reporting and portfolio analytics experience to join our Investment Performance Team within the SEI Europe Wealth Platform – Operations. You will mainly be assisting with the timely and accurate delivery of client portfolio performance services, vetting returns data input, as well as participating in strategic and tactical projects to enhance SEI’s service offering and overall quality of processes.

This role would suit a client focused and self-directed professional who is comfortable working in a global environment (India based Offshore Performance Analysts and US based Tech Support), who possesses an analytical mindset with a collaborative approach and a strong understanding of all technical issues associated with performance measurement in the financial services industry. 

As a future Performance Specialist, you will join the Performance Reporting Group which sits within Global Wealth Platform Operations.

Operational Support

• You will have responsibility for the production, validation and reporting and/or secondary review of monthly client portfolio performance and benchmarks returns data calculations to the highest level of accuracy within agreed SLAs.

• You will act as an escalation point for any issues or questions that arise from the Offshore Performance Team.

• You will independently handle complex exception resolution, leveraging deep technical knowledge to ensure data integrity, driving consistent service delivery.

Subject Matter Expert

• You will be expected to use your theoretical knowledge to set up, interpret, and scrutinise system-generated performance output (e.g.: Multi Asset Portfolio returns, Contribution & Attribution returns).

• You will assist the team with the development of new ideas to further improve the detection of data gaps and overall efficiency of existing processes using Excel, VBA, Power BI and SQL predominantly. 

•  You will be the Subject Matter Expert on Performance, Attribution and Benchmark, acting as a resource on routine and complex queries from the internal teams and external clients.

• You will be expected to follow industry trends and standards as well as understand how the internal performance product is evolving to fulfill growing demands from clients.

• You will establish and strengthen existing relationships with SEI’s client firms and internal stakeholders (Client Reporting, Operations, Client Services, and Development support teams).

Project Management

• You will assist the team with tactical and strategic client firms’ projects and other business tasks as assigned and seek to complete these within the expected timescales.

• You will actively participate in the testing of all technology upgrades, providing support pre and post implementation of new performance solutions as well as the adoption within the organisation.

• A strong academic background preferably in Economics/Finance, or Math/Engineering (or equivalent)

• Demonstrable experience in an investment performance or portfolio analytics role

• Knowledge of performance measurement and attribution methodologies

• Advanced Excel skills including VBA macro

• Proficient in SQL and Power BI (Preferred)

• Solid understanding of different asset types and multi-asset portfolios

• Highly organised with a positive attitude towards problem-solving is essential.

• Excellent communication, interpersonal, and presentation skills; role requires interaction with all levels of internal staff and external client firms. 

• Self-motivated and self-reliant

• Team player with a proactive approach

• Numerate and Analytical 

• Ability to work with high-volume data while maintaining excellent attention to details

• Ability to manage multiple projects

SEI’s competitive advantage:

To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.

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, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which 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 not forgetting free fruit.

SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).

AI Acceptable Use in the application and interview process:

SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives.  If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.