SEI
Investment Professional Opportunity
SEI is seeking a motivated investment professional to join our Private Asset Team. This is a unique opportunity to join a well-established firm with a growing alternatives platform. The Private Asset Team manages over $5 billion in assets across private equity, venture capital, private credit, real estate, and infrastructure. The Private Asset Team invests in these strategies through primary fund commitments, secondary investments, and co-investments. SEI manages traditional private equity fund-of-funds and separate accounts along with open-ended real estate and infrastructure funds on behalf of its outsourced chief investment officer (OCIO) clients. This position will support the senior investment professionals in sourcing, underwriting, investing, and monitoring investments across the private asset portfolio. A minimum of two years of private asset investment experience is required for this role. Candidates without prior private asset investment experience will not be considered. This is not a remote position. Candidates will be expected to work in the Oaks, PA office up to five days per week. Responsibilities
Quantitative and qualitative due diligence on prospective investments across private equity, venture capital, private credit, real estate, and infrastructure Creating and maintaining Microsoft Excel models related to investment due diligence Performing valuation analyses for co-investments Participating in the writing and creation of investment theses Presenting investment opportunities to the senior Private Asset team and Investment Committee Scheduling and coordinating prospective manager meetings and reference calls Creating quarterly client update reports and presentations Supervising and training a team of analysts Monitoring of existing investments and underlying portfolio companies Conducting industry research Maintaining data in investment monitoring platform for existing investments Ad hoc projects Qualifications
CFA and/or CAIA preferred Minimum of two years of private asset investing experience is required Strong business writing skills and past experience creating investment memorandum for investment committees Strong Microsoft Excel and PowerPoint skills Ability to multi-task and work in a fast-paced environment Ability to travel domestically and internationally, up to 30% of the time SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
SEI is seeking a motivated investment professional to join our Private Asset Team. This is a unique opportunity to join a well-established firm with a growing alternatives platform. The Private Asset Team manages over $5 billion in assets across private equity, venture capital, private credit, real estate, and infrastructure. The Private Asset Team invests in these strategies through primary fund commitments, secondary investments, and co-investments. SEI manages traditional private equity fund-of-funds and separate accounts along with open-ended real estate and infrastructure funds on behalf of its outsourced chief investment officer (OCIO) clients. This position will support the senior investment professionals in sourcing, underwriting, investing, and monitoring investments across the private asset portfolio. A minimum of two years of private asset investment experience is required for this role. Candidates without prior private asset investment experience will not be considered. This is not a remote position. Candidates will be expected to work in the Oaks, PA office up to five days per week. Responsibilities
Quantitative and qualitative due diligence on prospective investments across private equity, venture capital, private credit, real estate, and infrastructure Creating and maintaining Microsoft Excel models related to investment due diligence Performing valuation analyses for co-investments Participating in the writing and creation of investment theses Presenting investment opportunities to the senior Private Asset team and Investment Committee Scheduling and coordinating prospective manager meetings and reference calls Creating quarterly client update reports and presentations Supervising and training a team of analysts Monitoring of existing investments and underlying portfolio companies Conducting industry research Maintaining data in investment monitoring platform for existing investments Ad hoc projects Qualifications
CFA and/or CAIA preferred Minimum of two years of private asset investing experience is required Strong business writing skills and past experience creating investment memorandum for investment committees Strong Microsoft Excel and PowerPoint skills Ability to multi-task and work in a fast-paced environment Ability to travel domestically and internationally, up to 30% of the time SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.