Senior Research Analyst, US Small Business Portfolio Strategy
Forward FinancingSalary not specified
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Asset Management, Private EquityIndustries
Requirements
- 1-3 years’ experience (desired but not required) working within a financial services platform, with private assets experience a plus
- General knowledge of private investments
- Strong background in Word, PowerPoint, and Excel
- Minimum of three days per week in the Oaks, PA office
Responsibilities
- Prepare and deliver quarterly investor reports for the various private asset vehicles
- Monitor existing portfolio, including quarterly/annual statements, capital account summaries, performance updates, fee transparency, and capital activity notices
- Support ad-hoc client and manager requests including performance analysis, portfolio composition, and ESG/impact metrics
- Review and manage data within in-house portfolio monitoring system for completeness, consistency, and quality
- Manage performance figures, models, and external data sources used to create client reporting
- Contribute to ad hoc client data requests
- Creation of materials for client and prospect meetings
Skills
Excel
PowerPoint
Word
Portfolio Management
Investor Reporting
Performance Analysis
Private Equity
Venture Capital
Private Credit
ESG Metrics
SEI
Business and technology management consulting firm
About SEI
SEI provides consulting services focused on business and technology management. The firm works with clients to implement customized solutions and manage critical projects, particularly in sectors like healthcare. SEI's consultants collaborate closely with clients to tackle urgent and complex challenges, ensuring that each solution is specifically designed to meet the client's needs. Unlike many competitors, SEI is employee-owned, which fosters a strong commitment to client success and service quality. The company's goal is to enhance organizational performance through effective technology use and strategic planning, while also expanding its presence in various locations, including a new office in Charlotte.
Cincinnati, OhioHeadquarters
1992Year Founded
$705.3KTotal Funding
EARLY_VCCompany Stage
Consulting, Enterprise SoftwareIndustries
501-1,000Employees
Benefits
Flexible Work Hours
Remote Work Options
Risks
Increased competition from AI-adopting firms challenges SEI's market position.
Economic uncertainties may reduce budgets for consulting services, impacting SEI's revenue.
Rapid technological changes require continuous adaptation, straining SEI's resources.
Differentiation
SEI is employee-owned, enhancing commitment and service quality.
SEI offers tailored solutions, ensuring client-specific business and technology strategies.
SEI has a strong presence in multiple locations, including a new Charlotte office.
Upsides
SEI benefits from increased demand for digital transformation consulting post-pandemic.
Growing interest in employee-owned models boosts SEI's employee engagement and retention.
SEI's partnership with Canoe enhances its alternative investment data management capabilities.
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