How your CV stacks up
Upload your CV to see how well it fits this job role
?%
About the Role
We are recruiting for a candidate with performance measurement, reporting, and portfolio analytics experience to join our Investment Performance Team within the SEI Europe Wealth Platform – Operations. You will mainly be assisting with the timely and accurate delivery of client portfolio performance services, vetting returns data input, as well as participating in strategic and tactical projects to enhance SEI’s service offering and overall quality of processes.
This role would suit a client-focused and self-directed professional who is comfortable working in a global environment (India-based Offshore Performance Analysts and US-based Tech Support), who possesses an analytical mindset with a collaborative approach and a strong understanding of all technical issues associated with performance measurement in the financial services industry.
As a future Performance Specialist, you will join the Performance Reporting Group which sits within Global Wealth Platform Operations.
What you’ll do
Operational Support
- You will have responsibility for the production, validation, and reporting and/or secondary review of monthly client portfolio performance and benchmarks returns data calculations to the highest level of accuracy within agreed SLAs.
- You will act as an escalation point for any issues or questions that arise from the Offshore Performance Team.
- You will independently handle complex exception resolution, leveraging deep technical knowledge to ensure data integrity, driving consistent service delivery.
Subject Matter Expert
- You will be expected to use your theoretical knowledge to set up, interpret, and scrutinise system-generated performance output (e.g.: Multi Asset Portfolio returns, Contribution & Attribution returns).
- You will assist the team with the development of new ideas to further improve the detection of data gaps and overall efficiency of existing processes using Excel, VBA, Power BI, and SQL predominantly.
- You will be the Subject Matter Expert on Performance, Attribution, and Benchmark, acting as a resource on routine and complex queries from the internal teams and external clients.
- You will be expected to follow industry trends and standards as well as understand how the internal performance product is evolving to fulfill growing demands from clients.
- You will establish and strengthen existing relationships with SEI’s client firms and internal stakeholders (Client Reporting, Operations, Client Services, and Development support teams).
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Project Management
- You will assist the team with tactical and strategic client firms’ projects and other business tasks as assigned and seek to complete these within the expected timescales.
- You will actively participate in the testing of all technology upgrades, providing support pre and post implementation of new performance solutions as well as the adoption within the organisation.
What we need from you
- A strong academic background preferably in Economics/Finance, or Math/Engineering (or equivalent)
- Demonstrable experience in an investment performance or portfolio analytics role
- Knowledge of performance measurement and attribution methodologies
- Advanced Excel skills including VBA macro
- Proficient in SQL and Power BI (Preferred)
- Solid understanding of different asset types and multi-asset portfolios
What we would like from you
- Highly organised with a positive attitude towards problem-solving is essential.
- Excellent communication, interpersonal, and presentation skills; role requires interaction with all levels of internal staff and external client firms.
- Self-motivated and self-reliant
- Team player with a proactive approach
- Numerate and Analytical
- Ability to work with high-volume data while maintaining excellent attention to detail
- Ability to manage multiple projects
SEI’s competitive advantage
To help you stay energized, engaged, and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong pension plan, tuition reimbursement, a hybrid working environment, and a work-life balance that enables you to relax, recharge, and be there for the people you care about.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.
Company Information
The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years, SEI remains a leading global provider of investment management, investment processing, and investment operations solutions. Reflecting our experience within financial services and financial technology, our UK office is based between the City of London and the growing technology hub of Shoreditch. The open-plan nature of our office space, flowing lines, and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy, and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks, and not forgetting free fruit.
SEI Investments (Europe) Ltd ('SIEL') is authorized and regulated by the Financial Conduct Authority (FRN 191713).
AI Acceptable Use in the application and interview process
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location