Manager Research Analyst (Equities)

  • Competitive salary offered
  • London, England, United Kingdom London England GB
  • Permanent, Full time
  • SEI Investments (Europe) Ltd.
  • 23 Jul 18 2018-07-23

SEI’s Investment Management Unit (IMU) has openings for an Analyst to conduct equity research. Working within the Manager Research division, the key objective of the role is to identify managers with superior skills and competitive advantages for SEI’s research platform. This platform is focused on helping clients meet their unique investment objectives through the benefits of active multi-manager portfolios. Research is utilized by and provided to internal and external clients through SEI’s directly managed mutual funds and separate accounts or via packaged research services to third-party financial enterprises.

Summary:

SEI’s Investment Management Unit (IMU) has openings for an Analyst to conduct equity research.  Working within the Manager Research division, the key objective of the role is to identify managers with superior skills and competitive advantages for SEI’s research platform.  This platform is focused on helping clients meet their unique investment objectives through the benefits of active multi-manager portfolios.  Research is utilized by and provided to internal and external clients through SEI’s directly managed mutual funds and separate accounts or via packaged research services to third-party financial enterprises.

Responsibilities:

› Contribute to/lead the manager research process for existing managers as well as potential candidates
› Conduct in-depth due diligence through a combination of qualitative and quantitative analysis to assess manager skill.  Due diligence will include data analysis, manager conference calls and on-site visits, and preparation of written due diligence reports
› Analyze manager portfolios to understand drivers of risk and return, alpha composition and the robustness of the strategy in various market environments.  The analysis is focused on assessing a manager’s competitive advantage versus its relevant peers
› Compose cogent, refutable investment theses for recommended managers, focused on investment edge
› Retain accountability for recommended manager decisions
› Manage ongoing relationships with existing investment managers
› Respond to various requests from other teams within the investment unit and SEI’s market units

This role also carries a long-term responsibility to help further develop and implement a process driven culture in a constructive fashion. Delivering convictions with an open mind and the ability to work well in a team environment is essential. 


Best Practice:

› Keep current on market conditions, regulation, SEI products and services, etc;
› Adhere to all relevant FCA requirements and compliance; and
› Any other ad-hoc projects as required.

Position Requirements 

Technical Capabilities/Skills & Experience Required for the Role:

› A Bachelor’s degree (or equivalent); progress toward a post-graduate education or professional accreditation (e.g. MS, MBA, CFA) (or equivalent); a strong plus
› Demonstrable experience conducting manager research and due diligence; experience with UK/European/Global equity managers a plus but not required. 
› Strong working knowledge of investment strategies and capital markets
› Solid capabilities in Excel and financial information systems (e.g. eVestment, Facstset, StyleResearch, Barra, Axioma)
› Experience in portfolio management or statistical modeling a plus
› Strong quantitative, analytical and problem solving skills. Detail oriented and ability to synthesis data and make deductive decisions.
› Excellent communication skills - written, verbal and presentation skills for internal/external audiences as well as strong listening and investigative skills
› Robust organization skills and ability to work effectively under pressure
› Team player with strong interpersonal skills and work ethic.
› Willingness to take initiative, exercise independent judgment and act decisively
› Intellectually curious, creative and open-minded
› Passion for investing
› Willingness to travel

SEI is an equal opportunities employer

About SEI 

Now in its 50th year of business, SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of December 31, 2017, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers $861 billion in hedge, private equity, mutual fund and pooled or separately managed assets, including $337 billion in assets under management and $518 billion in client assets under administration. For more information, visit seic.com.

SEI Investments (Europe) Limited (“SIEL”) is SEI’s London based European subsidiary and is regulated by the Financial Conduct Authority.