Assistant Portfolio Manager - Equity
› Assist with the achievement of fund performance and risk objectives for assigned funds
› Assist with the communication of fund positioning and performance drivers to investors
To include but not be limited to:
Investment Research (20%)
To play a role in:
› Undertaking research and furthering the Fund Management team's understanding of investment markets, investment strategies and investment products
Manager Selection (20%)
To work with the Manager Research team in order to:
› Assist in the identification of new managers
› Participate in final stages of the manager research process to build understanding of shortlisted managers
› Critique manager theses and other research materials produced
To assist lead Portfolio manager(s) in:
› Selecting managers most suited to meeting fund investment objectives
› Presenting new managers selected for inclusion within SEI funds / portfolios to the relevant ISO committee
Portfolio Management (35%)
Strategic Portfolio Construction
To assist in:
› Portfolio design - e.g., definition of investment opportunity set (i.e. alpha sources / investment strategies and securities to be eligible for investment); alpha and risk targets, investment parameters
› Production of Fund Thesis and any other materials required for assigned funds, seeking approvals where required
› Determining an appropriate combination of managers in order to meet investment objectives through the cycle
› Determining the appropriate sizing of positions at point of investment and managing thereafter as market conditions and portfolio positioning evolves
To assist in:
› Undertaking research to identify key drivers of investment returns / relative performance
› Identifying, measuring and assessing relevant metrics of key return drivers on a period basis
› Tactically shifting portfolio positioning (e.g. exposures to alpha sources / manager weights) where investment guidelines and transaction costs allow
To be accountable for:
› Constructing and communicating personal views / positioning within the IMU to assist in the broad research and portfolio management effort
Communication and Reporting (25%)
To assist in communications with SEI business units, external clients/prospects, and others as required:
› Assist in the production of presentation materials
› Communicating high level positioning / performance / investment process
› Detailed communication concerning the performance and positioning of assigned funds
To be accountable for key reporting on assigned funds, as required:
› PM Insights, QIR slides, etc
› Keep current on market conditions, regulation, SEI products and services, etc;
› Adhere to all relevant FCA requirements and compliance; and
› Any other ad-hoc projects as required.
Technical Capabilities/Skills & Experience Required for the Role:
› Ideally degree educated with full CFA qualification (or equivalent) preferred.
› Significant experience working within the asset management or multi-manager industry.
› Excellent working knowledge of investment strategies and investment markets.
› Solid understanding of investment theories and in-depth of knowledge of investment markets and industry trends.
› The ability to pick up in-depth knowledge of SEI products and services/technical financial information and effectively communicate that to relevant clients/audiences.
› The ability to be credible in communications with peers and senior personnel
› Proficient IT skills - all Microsoft office products, Bloomberg, etc and able to pick up other systems/databases easily.
SEI is an equal opportunities employer
SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of December 31, 2015, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $670 billion in mutual fund and pooled or separately managed assets, including $262 billion in assets under management and $408 billion in client assets under administration. For more information, visit seic.com.