The Investment Product Development and Activation team is a newly established group within SEI’s Asset Management organization, focused on designing innovative investment solutions that enhance client outcomes and expand access to new markets. The team operates across two core pillars—Investment Product & Platform and Investment Product Commercialization—and partners closely with Investments, Technology, Marketing, and Sales to drive strategic growth.
The Analyst role sits within the Investment Product & Platform pillar and is focused on SEI’s Managed Accounts business. This role supports initiatives to strengthen and scale the existing platform, develop new offerings, and execute strategic priorities that accelerate growth. SEI’s Managed Account offering provides clients access to separately managed accounts (SMAs), model portfolios, and tax-managed investment solutions.
This position provides broad exposure to investment products while working closely with key internal stakeholders and external industry partners and provides an opportunity for someone early in their career to build foundational knowledge and grow within the investment product space.
This position reports to the Co‑Head of Managed Accounts.
What You Will Do
Support the planning and execution of investment product initiatives, including maintaining project plans, tracking milestones, and proactively identifying risks and dependencies
Partner with internal teams to support enhancements to existing products and the development of new offerings
Lead and support cross‑functional meetings by setting clear agendas, facilitating discussions, and driving follow‑ups to ensure accountability
Serve as a primary point of contact for partner firms, assisting with due diligence activities and coordinating issue resolution
Research market trends and competitor offerings, analyze data, and deliver insights that inform product strategy and positioning
What We Need from You
Bachelor’s degree in Finance, Business, or a related field (advanced degree, CFA, or progress toward designation is a plus)
Minimum of 1 year of relevant experience; exposure to managed accounts and/or advisory platforms preferred
Foundational understanding of investment products, including SMAs, model portfolios, mutual funds, and ETFs
Strong communication skills across written, verbal, and presentation formats
Excellent organizational, analytical, and project management skills
Demonstrated proficiency in Excel
What We Would Like From You
Intellectual curiosity, strong critical thinking, and attention to detail
A solution‑oriented mindset with the ability to navigate ambiguity and solve problems collaboratively
Comfort managing multiple priorities in a fast‑paced, evolving environment
Ability to use data and sound judgment to support strategic decision‑making
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 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.
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.
Skills Required
- Bachelor's degree in finance, business, or a related field
- Minimum 1 year of related work experience
- Understanding investment products, including SMAs, model portfolios, mutual funds, and ETFs
- Excellent communication skills
- Strong organizational, analytical, and project-management skills
- Demonstrated proficiency in Excel
What We Do
SEI® (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future. As of June 30, 2021, SEI manages, advises or administers approximately $1.3 trillion in assets. For more information, visit seic.com.
