Sustainable Investing Analyst – Strategy & Data Integration at SEI

Oaks, Pennsylvania, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Sustainable Investing, Investment ManagementIndustries

Requirements

Minimum of 4 years of experience in investment management, sustainable finance, or management consulting
Bachelor’s degree required; CFA, MBA, or Master’s Degree in a related field preferred
Strong analytical and problem-solving skills with demonstrated capabilities in Excel and financial information systems (e.g. Blackrock Solutions, FactSet)
Experience working with commercial ESG data sets and understanding of climate-related financial risk and/or scenario analysis
Sound working knowledge of investment strategies and capital markets across multiple asset classes
Demonstrated understanding of and passion for sustainable finance, including familiarity with global sustainable investing regulations, frameworks, and voluntary initiatives (e.g. SFDR, TCFD, Net Zero)

Responsibilities

Conduct research into trends and opportunities in sustainable investing across investor, regulatory, and competitive landscapes, as well as leading data-driven analysis of investment products and opportunities. Synthesize findings into actionable insights, recommendations, and project plans in collaboration with SEI’s sustainable investing, sustainable research, and investment strategy teams
Support the development and management of sustainable investment products and solutions through targeted analysis, while maintaining a primary focus on client needs and regulatory priorities. Collaborate with investment strategy, legal and compliance, and client service teams to support end-to-end solutions
Manage sustainability and ESG data and analytics in partnership with SEI’s Data and Risk Management teams to support consistent application of insights and analysis across SEI. Evaluate future data needs and maintain relationships with external vendors and data providers
Develop, enhance, and maintain regulatory sustainability reporting for financial products across multiple jurisdictions, collaborating closely with investment product and operations teams to develop efficient tools and systems for required deliverables
Strengthen client relationships by contributing to the development of enhanced sustainability reporting for both traditional and mission-aligned client portfolios
Support integration of sustainability information into investment risk management practices and oversight activities
Contribute to sustainable investing communications and materials for internal and client audiences, including written reports, training content, presentations, and RFP responses
Contribute to voluntary reporting and disclosure efforts including corporate sustainability reporting, CDP, UK Stewardship Code, and Principles for Responsible Investment

Skills

Sustainable Investing

Data Analysis

Quantitative Analysis

Qualitative Analysis

Strategic Planning

Regulatory Reporting

Risk Management

Financial Research

Project Management

Client Engagement

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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