Portfolio Performance Analyst

Portfolio Performance Analyst

Full-Time 40000 - 50000 Β£ / year (est.) No working from home possible
SEI

At a Glance

  • Tasks: Deliver client portfolio performance reports and validate returns data inputs.
  • Company: Join SEI, a leader in investment performance with a global reach.
  • Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
  • Other info: Collaborative environment focused on client success and strategic projects.
  • Why this job: Make a real impact by enhancing service quality in a dynamic team.
  • Qualifications: Strong analytical skills and experience with Excel VBA, SQL, and Power BI.

The predicted salary is between 40000 - 50000 Β£ per year.

SEI is seeking a Performance Specialist to join the Investment Performance Team in the SEI Europe Wealth Platform – Operations.

You will deliver timely client portfolio performance reports, validate returns data inputs and support strategic projects to enhance service quality.

The role requires strong analytical skills, experience in performance measurement, and proficiency with Excel VBA, SQL and Power BI, with a collaborative, client-focused approach in a global environment.

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Portfolio Performance Analyst employer: SEI

SEI Europe Wealth Platform is an exceptional employer that prioritises employee development and fosters a collaborative work culture. With a focus on innovation and client satisfaction, employees benefit from comprehensive training opportunities and the chance to work with cutting-edge technology in a dynamic global environment. Joining our team means being part of a supportive community that values your contributions and encourages professional growth.

SEI

Contact Details:

SEI Recruitment Team

We think you need these skills to ace Portfolio Performance Analyst

Analytical Skills
Performance Measurement
Excel VBA
SQL
Power BI
Data Validation
Client-Focused Approach