Senior Client Portfolio Manager

Job Duties: The Senior Client Portfolio Manager relies on experience in the financial services industry, specifically with investments, as well as: with analytics tools and platforms used to service client, such as Moody's Analytics PFaroe (comprehensive suite of pension analytics covering valuations, funding level monitoring, what-if scenario testing, risk analysis, ALM, and reporting), Bloomberg, APX Platform (cloud-based data analytics solution); Blackrock Aladdin (portfolio management software); and pControl Solutions (investment automation platform); with the capital markets, equity, fixed income, alternative investments, and risk management principles; with sustainable investing and portfolio implications; with institutional clients in an investment setting; and preparing and presenting material to clients or prospects. The Senior Client Portfolio Manager is responsible for the following: leading institutional clients through discovery processes; developing and executing delivery of a customized institutional account plan; coordinating team delivery of SEI solution to institutional clients in Taft Hartley & Public Plans; and identification of client cross-sale and referral opportunities. Requirements: Bachelor's Degree (or foreign equivalent) plus five (5) years of experience in the financial services industry, specifically with investments. Five (5) years of experience in each of the following: with analytics tools and platforms used to service clients, such as Moody's Analytics PFaroe (comprehensive suite of pension analytics covering valuations, funding level monitoring, what-if scenario testing, risk analysis, ALM and reporting), Bloomberg, APX Platform (cloud-based data analytics solution), BlackRock Aladdin (portfolio management software), and pControl Solutions (investment automation platform); with the capital markets, equity, fixed income, alternative investments, and risk management principles; with sustainable investing and portfolio implications; with institutional clients in an investment setting; and with preparing and presenting materials to clients or prospects. Travel: 20% domestic travel. Please Mail Resumes to: Denise Mapes, Workforce Development, SEI Investments Company at 1 Freedom Valley Drive Oaks, PA 19456. Reference #SC0824DC.

Created: 2024-11-02