What are the responsibilities and job description for the Senior Investment Analyst – Private Asset Team position at SEI1GLOBAL?
SEI is seeking a motivated investment professional to join our Private Asset Team. This is a unique opportunity to join a well-established firm with a growing alternatives platform.
The Private Asset Team manages over $5 billion in assets across private equity, venture capital, private credit, real estate, and infrastructure. The Private Asset Team invests in these strategies through primary fund commitments, secondary investments, and co-investments. SEI manages traditional private equity fund-of-funds and separate accounts along with open-ended real estate and infrastructure funds on behalf of its outsourced chief investment officer (OCIO) clients.
This position will support the senior investment professionals in sourcing, underwriting, investing, and monitoring investments across the private asset portfolio.
A minimum of two years of private asset investment experience is required for this role. Candidates without prior private asset investment experience will not be considered.
This is not a remote position. Candidates will be expected to work in the Oaks, PA office up to five days per week.
What you will do:
Quantitative and qualitative due diligence on prospective investments across private equity, venture capital, private credit, real estate, and infrastructure
Creating and maintaining Microsoft Excel models related to investment due diligence
Performing valuation analyses for co-investments
Participating in the writing and creation of investment theses
Presenting investment opportunities to the senior Private Asset team and Investment Committee
Scheduling and coordinating prospective manager meetings and reference calls
Creating quarterly client update reports and presentations
Supervising and training a team of Analysts
Monitoring of existing investments and underlying portfolio companies
Conducting industry research
Maintaining data in investment monitoring platform for existing investments
Ad hoc projects
What you bring to the table:
CFA and/or CAIA preferred
Minimum of two years of private asset investing experience is required
Strong business writing skills and past experience creating investment memorandum for Investment Committees
Strong Microsoft Excel and PowerPoint skills
Ability to multi-task and work in a fast-paced environment
Ability to travel domestically and internationally, up to 30% of the time
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.
The Private Asset Team manages over $5 billion in assets across private equity, venture capital, private credit, real estate, and infrastructure. The Private Asset Team invests in these strategies through primary fund commitments, secondary investments, and co-investments. SEI manages traditional private equity fund-of-funds and separate accounts along with open-ended real estate and infrastructure funds on behalf of its outsourced chief investment officer (OCIO) clients.
This position will support the senior investment professionals in sourcing, underwriting, investing, and monitoring investments across the private asset portfolio.
A minimum of two years of private asset investment experience is required for this role. Candidates without prior private asset investment experience will not be considered.
This is not a remote position. Candidates will be expected to work in the Oaks, PA office up to five days per week.
What you will do:
Quantitative and qualitative due diligence on prospective investments across private equity, venture capital, private credit, real estate, and infrastructure
Creating and maintaining Microsoft Excel models related to investment due diligence
Performing valuation analyses for co-investments
Participating in the writing and creation of investment theses
Presenting investment opportunities to the senior Private Asset team and Investment Committee
Scheduling and coordinating prospective manager meetings and reference calls
Creating quarterly client update reports and presentations
Supervising and training a team of Analysts
Monitoring of existing investments and underlying portfolio companies
Conducting industry research
Maintaining data in investment monitoring platform for existing investments
Ad hoc projects
What you bring to the table:
CFA and/or CAIA preferred
Minimum of two years of private asset investing experience is required
Strong business writing skills and past experience creating investment memorandum for Investment Committees
Strong Microsoft Excel and PowerPoint skills
Ability to multi-task and work in a fast-paced environment
Ability to travel domestically and internationally, up to 30% of the time
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.
