At a Glance
- Tasks: Deliver client portfolio performance services and ensure data accuracy.
- Company: Join SEI, a leader in wealth management with a global reach.
- Benefits: Competitive salary, flexible working options, and opportunities for growth.
- Other info: Collaborative environment with a focus on service quality and innovation.
- Why this job: Make a real impact on client success while developing your analytical skills.
- Qualifications: Experience with Excel, VBA, Power BI, SQL, and a client-focused mindset.
The predicted salary is between 40000 - 50000 £ per year.
SEI Europe Wealth Platform – Operations is seeking a Performance Specialist to join the Investment Performance Team.
You will assist with timely delivery of client portfolio performance services, vet data inputs, and participate in projects to enhance SEI’s service quality.
The role requires client focus, self-direction, and comfort working in a global environment with offshore analysts and US tech support.
You’ll work on performance output, data integrity, and use Excel, VBA, Power BI and SQL.
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We think you need these skills to ace Portfolio Performance & Analytics Specialist
Client Focus
Self-Direction
Data Integrity
Excel
VBA
Power BI
SQL
