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Contribute to/lead the manager research process for existing managers as well as potential candidates
Conduct in-depth due diligence through a combination of qualitative and quantitative analysis to assess manager skill. Due diligence will include data analysis, manager conference calls and on-site visits, and preparation of written due diligence reports
Analyze manager portfolios to understand drivers of risk and return, alpha composition and the robustness of the strategy in various market environments. The analysis is focused on assessing a manager's competitive advantage versus its relevant peers
Compose cogent, refutable investment theses for recommended managers, focused on investment edge
Retain accountability for recommended manager decisions
Manage ongoing relationships with existing investment managers
Respond to various requests from other teams within the investment unit and SEI's market units
All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit, and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training.
Keep current on market conditions, regulation, SEI products and services, etc;
Adhere to all relevant FCA requirements and compliance; and
Any other ad-hoc projects as required.
Technical Capabilities/Skills & Experience Required for the Role:
A Bachelor's degree (or equivalent); progress toward a post-graduate education or professional accreditation (e.g. MS, MBA, CFA or equivalent) a strong plus
Demonstrable experience conducting manager research and due diligence; experience with UK/European/Global (including Emerging Markets) equity managers a plus but not required.
In lieu of prior manager research and due diligence experience, candidates with demonstrable equity-related research (buy or sell side) or equity portfolio management experience will be considered.
Strong working knowledge of investment strategies and capital markets
Solid capabilities in Excel and financial information systems (e.g. eVestment, Facstset, StyleResearch, Barra, Axioma)
Experience in portfolio management or statistical modeling a plus
Strong quantitative, analytical and problem solving skills. Detail oriented and ability to synthesis data and make deductive decisions.
Excellent communication skills - written, verbal and presentation skills for internal/external audiences as well as strong listening and investigative skills
Robust organization skills and ability to work effectively under pressure
Team player with strong interpersonal skills and work ethic.
Willingness to take initiative, exercise independent judgment and act decisively
Intellectually curious, creative and open-minded
Passion for investing
Willingness to travel
SEI is an equal opportunities employer and so much more...