Performance Specialist

Responsibilities

• Produce, validate, and report monthly client portfolio performance and benchmark return calculations, ensuring accuracy within agreed SLAs.
• Escalate issues to the offshore team, resolve complex exceptions, and maintain data integrity.
• Act as subject‑matter expert on performance, attribution, and benchmark queries; develop improvements to detect data gaps and enhance process efficiency.
• Support tactical and strategic client projects, test technology upgrades, and assist with the implementation of new performance solutions.

Qualifications

• Strong academic background in Economics/Finance, Mathematics/Engineering, or equivalent.
• Demonstrated experience in investment performance or portfolio analytics.
• Knowledge of performance measurement and attribution methodologies.
• Advanced Excel skills, including VBA macros; proficiency in SQL and Power BI preferred.
• Solid understanding of various asset types and multi‑asset portfolios.
• Highly organized, positive attitude towards problem solving, and excellent communication and presentation skills.
• Self‑motivated, proactive, analytical, with the ability to manage multiple projects simultaneously.

Benefits

We offer comprehensive physical and mental well‑being benefits, a strong pension plan, tuition reimbursement, a hybrid working environment, and support for work‑life balance.

SEI is an Equal Opportunity Employer. We value diversity and inclusion.