Sustainable Investing Analyst – Strategy & Data Integration chez SEIC
SEIC · Oaks, États-Unis d'Amérique · Onsite
- Professional
- Bureau à Oaks
SEI’s Sustainable Investing Solutions team is seeking a highly motivated Analyst to support the continued growth and delivery of sustainable investing solutions. This role merges strategic planning and data-driven analysis to advance SEI’s capabilities across its full range of investment solutions, including mutual funds, ETFs and separate accounts. The successful candidate will contribute to the development of sustainable investing products and solutions, deliver data-driven insights and process improvements, support regulatory and client reporting, and enhance risk management practices. Working cross-functionally across SEI’s global Asset Management business, the role requires an ability to synthesize complex information, manage multiple projects, and collaborate effectively in a team environment.
What you’ll do:
The Sustainable Investing Analyst will play a pivotal role in advancing SEI’s approach to sustainable investing by conducting qualitative and quantitative analysis to inform strategic decision-making, enhance client and regulatory reporting, and support sound oversight activities. The role also involves contributing to client engagement and education, ensuring that sustainability insights are consistently applied across SEI’s investment platform.
Some of the core responsibilities include:
- Conduct research into trends and opportunities in sustainable investing across investor, regulatory, and competitive landscapes, as well as leading data-driven analysis of investment products and opportunities. Synthesize findings into actionable insights, recommendations, and project plans in collaboration with SEI’s sustainable investing, sustainable research, and investment strategy teams.
- Support the development and management of sustainable investment products and solutions through targeted analysis, while maintaining a primary focus on client needs and regulatory priorities. Collaborate with investment strategy, legal and compliance, and client service teams to support end-to-end solutions.
- Manage sustainability and ESG data and analytics in partnership with SEI’s Data and Risk Management teams to support consistent application of insights and analysis across SEI. Evaluate future data needs and maintain relationships with external vendors and data providers.
- Develop, enhance, and maintain regulatory sustainability reporting for financial products across multiple jurisdictions, collaborating closely with investment product and operations teams to develop efficient tools and systems for required deliverables..
- Strengthen client relationships by contributing to the development of enhanced sustainability reporting for both traditional and mission-aligned client portfolios.
- Support integration of sustainability information into investment risk management practices and oversight activities.
- Contribute to sustainable investing communications and materials for internal and client audiences, including written reports, training content, presentations, and RFP responses.
- Contribute to voluntary reporting and disclosure efforts including corporate sustainability reporting, CDP, UK Stewardship Code, and Principles for Responsible Investment.
What you bring to the table:
- Minimum of 4 years of experience in investment management, sustainable finance, or management consulting.
- Bachelor’s degree required; CFA, MBA, or Master’s Degree in a related field preferred.
- Strong analytical and problem-solving skills with demonstrated capabilities in Excel and financial information systems (e.g. Blackrock Solutions, FactSet).
- Experience working with commercial ESG data sets and understanding of climate-related financial risk and/or scenario analysis.
- Sound working knowledge of investment strategies and capital markets across multiple asset classes.
- Demonstrated understanding of and passion for sustainable finance, including familiarity with global sustainable investing regulations, frameworks, and voluntary initiatives (e.g. SFDR, TCFD, Net Zero).
- Strong project management skills and ability to balance multiple short- and long-term projects simultaneously.
- Excellent communication skills - written, verbal, and presentation - for internal and external audiences.
- Strong listening and investigative skills with the ability to synthesize complex information into strategic insights and recommendations.
- Ability to influence senior leaders and collaborate effectively across cross-functional teams.
Attributes we value:
- Detail oriented and ability to synthesize qualitative and quantitative information.
- Willingness to take initiative, own projects, exercise independent judgment and act decisively.
- Robust organization skills and ability to work effectively under pressure.
- Team player with strong interpersonal skills and work ethic.
- Intellectually curious, creative and open-minded.
- Passion for investing.
- Willingness to travel occasionally.
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 retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
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.
SEI is an Equal Opportunity Employer and so much more…
After over 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 encompass 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. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
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.
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.
