Overview

Summary

  • A fast expanding quantitative equity team has a tremendous opportunity for an ambitious investment professional.
  • The set up resembles that of a start-up team, implying that your career will not be limited to one particular area of investments but it will have a broad character. Given the broad scope of this role, you will have a great chance of making a strong impact on the firm.
  • SEI’s Factor Portfolio Management team is a relatively new and fast-growing capability within the company’s broader Investment Management Unit.
  • The team is experiencing strong asset and account growth, driving ongoing investments into people, data, and tools.
  • The team is responsible for all aspects of building investment strategies using systematic investment techniques, the so-called factor-based investment strategies.

Key Objectives

  • Research and develop new signals and techniques
  • Enhance and maintain proprietary software and tools
  • Assisting with and managing assigned portfolios

Responsibilities

  • Research, Programming, and Automation (50%):
    • Undertake research, validation, back-testing, and production of return and risk factors
    • Document and communicate the findings
    • Develop, improve and maintain proprietary research and production systems
    • Keep current with the market and relevant publications
    • Continue self-learning and assist others in acquiring investment competencies
  • Portfolio Management (30%):
    • Manage assigned portfolios by utilizing proprietary and 3rd party quantitative tools and models as per approved specifications.
    • Perform ongoing fund management duties, such as handling client flows and ad hoc client requests.
    • Review security trades. Amend and override trade candidates as suitable for achieving investment objective.
    • Ensure all inputs (holdings, signals) and outputs (trades, positions) are accurate and compliant with current processes, rules, and regulations
    • Monitor assigned portfolios’ risks and positioning
    • Identify and propose areas for further investigation and research
    • Participate and contribute to design and review of new enhancements to the investment process
  • Communication and Client Service (20%):
    • Produce and communicate market and assigned portfolio commentaries
    • Assist in creating, updating and maintaining sales and service materials

Best Practice

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

Position Requirements

  • Technical Capabilities/Skills & Experience Required for the Role:
    • Understanding of factor modeling and optimization techniques
    • Strong programming skills
    • Genuine interest and dedication to factor-based investing
    • High-quality finance or math degree preferred or equivalent experience
    • Demonstrable investment experience
    • Naturally curious and inquisitive
    • Logical and analytical
    • Persevering and takes initiative

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