Director of Investment Strategy
SEI, Inc
Toronto, Ontario Canada
6d ago

Position Description

SEI is looking to expand our Institutional OCIO offerings in Canada and is seeking a specialist that has a deep understanding of the Canadian institutional pension and non-

profit markets. The role will require an individual to be collaborative in working with senior business development and client service personnel to deliver SEI’s investment point of view and recommendations to clients and prospects.

Strong analytical and board presentation skills will also be required for the successful candidate.

SEI’s Institutional Group is one of the first and largest global providers of OCIO delivering integrated investment solutions to retirement, healthcare and nonprofit plans.

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.

Job Description :

  • Utilize your deep understanding of portfolio management theory and employ your working knowledge of investment management to deliver strategic advice to institutional investors.
  • Evaluate investments strategies in isolation and within the context of a broader asset allocation.

  • Design and implement risk management tools and strategies for OCIO clients and prospects.
  • Perform asset / liability modeling for pension plans and spending studies for endowment and foundations.
  • Analyze information and synthesize data to develop a message, a point of view and a recommendation on investment strategies.
  • Collaborate with client service personnel to deliver an exceptional client experience.
  • Partner with the business development team to produce comprehensive responses to Request for Proposals and related questionnaires.
  • Strategize with business development team to develop investment solutions for prospective OCIO clients.
  • Present to current and prospective clients with SEI team members in a board room setting.
  • Job Requirements :

  • Minimum of 10 years’ experience in an investment strategist or advisory role
  • Deep understanding of the Canadian institutional pension and non-profit markets
  • Demonstrated track record of providing advice on investment policy, strategic asset allocation, risk management, asset class structure and implementation for both traditional and non-traditional investments
  • Experience in multi-risk analytics, capital market forecasting and liability management
  • Strong analytical and data synthesizing capabilities coupled with strong written and verbal communication skills
  • An ASA / ACIA / CFA / FRM designations is desired
  • Travel will be required and could vary between 20-40%
  • Attributes we value :

  • Self-starter comfortable working in a dynamic environment
  • Excellent communication and presentation skills
  • Proven ability to manage multiple agendas and achieve results
  • Proven leadership ability
  • SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

    SEI is an Equal Opportunity Employer and so much more

    After 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions.

    Reflecting our experience within financial services and financial technology our offices encompasses an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.

    We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth.

    SEI Investments Company welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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