Novus International, Inc
Investment Analyst, Managed Accounts - Investment Product Development
USA - PA - Oaks, USA
Sponsorship not specifiedDetected 25 days ago
Product StrategyProject ManagementExcelResearchCommunicationCritical Thinking
About the role
- SEI's Managed Account offering provides clients access to separately managed accounts (SMAs), model portfolios, and tax-managed investment solutions.
- This position reports to the Co‑Head of Managed Accounts.
- 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.
Responsibilities
- 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
- Ability to use data and sound judgment to support strategic decision‑making
- Come build your brave future at SEI.
- 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 are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves.
Requirements
- Demonstrated proficiency in Excel
Nice to have
- Bachelor's degree in Finance, Business, or a related field (advanced degree, CFA, or progress toward designation is a plus)
- exposure to managed accounts and/or advisory platforms preferred
- Minimum of 1 year of relevant experience
Benefits
- We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
Company info
- At SEI, we're (literally) invested in your success.
Equal opportunity
- SEI is an Equal Opportunity Employer and so much more…
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