Manager Research - Analyst in Toronto, ON

$80K - $100K(Ladders Estimates)

SEI Investments   •  

Toronto, ON M4E 3Y1

Industry: Finance & Insurance


Less than 5 years

Posted 47 days ago

SEI's Investment Management Unit (IMU) has an immediate opening for an Analyst to conduct fixed income manager research. Working within the Manager Research division, the key objective of the role is to identify managers with superior skills and competitive advantages for SEI's research platform. This platform is focused on helping clients meet their unique investment objectives through the benefits of active multi-manager portfolios. Research is utilized by and provided to internal and external clients through SEI's directly managed mutual funds and separate accounts or via packaged research services to third-party financial enterprises. This role carries a long-term responsibility to help further develop and implement a process driven culture in a constructive fashion. Delivering convictions with an open mind and the ability to work well in a team environment is essential.

What you'll do:

Lead manager research process for existing managers as well as potential candidates.

Conduct in-depth due diligence through a combination of qualitative and quantitative analysis to assess manager skill. Due diligence will include data analysis, manager conference calls and on-site visits, and preparation of written due diligence reports culminating in the composition of cogent, refutable investment theses for recommended managers focused on investment edge.

Analyze manager portfolios to understand drivers of risk and return, alpha composition and the robustness of the strategy in various market environments.

Retain accountability for recommended manager decisions.

Manage ongoing relationships with existing investment managers.

Respond to various requests from other teams within the investment unit and SEI's market units.

What you bring to the table:

Minimum of 3 years of fixed income experience in manager research and selection.

A Bachelor's degree along with work towards or an advanced degree and/or certification such as CFA designation and a preference to qualifying experience to register as an Advising Representative with Ontario Securities Commission.

Sound working knowledge of investment strategies and capital markets.

Solid capabilities in Excel and financial information systems (e.g. Blackrock Solutions, eVestment, FactSet, PCBond)

Strong process orientation required.Attributes we value:

Strong quantitative, analytical and problem solving skills. Detail oriented and ability to synthesis data and make deductive decisions.

Excellent communication skills - written, verbal and presentation skills for internal/external audiences as well as strong listening and investigative skills

Robust organization skills and ability to work effectively under pressure.

Team player with strong interpersonal skills and work ethic.

Willingness to take initiative, exercise independent judgment and act decisively.

Intellectually curious, creative and open-minded.

Passion for investing.

Willingness to travel across Canada and cross boarder as required.

Valid Through: 2019-10-26