Specialist I, Service Data

SEI Corporation

Greater London

Hybrid

GBP 60,000 - 75,000

Full time

9 days ago
Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Benefits offered by this job

Hybrid working environment
Private medical care
Pension plan
Tuition reimbursement
Volunteer days
Employee networks

Job summary

SEI Novus is a portfolio intelligence platform enabling asset owners and managers to enrich and manage data, extract insights, and improve stakeholder communication.

The role reports to a Client Analytics Team Lead and focuses on data organization, quality, and timely delivery to clients, with a strong emphasis on SQL and financial datasets.

Qualifications

  • 最低: Relevant experience working with financial data sets.
  • Strong verbal and written communication skills when discussing client portfolios and trends.
  • Ability to translate complex calculations into digestible concepts.

Responsibilities

  • Organize, integrate, and reconcile Hedge Fund and Fund of Fund portfolio data on the Novus platform.
  • Operate, improve, and troubleshoot large data sets and databases.
  • Develop understanding of the connection between Novus and embedded financial data to resolve issues.

Skills

Data analysis
SQL
Communication
Interpersonal skills

Education

Economics, Mathematics, Statistics or similar

Tools

SQL

Job description

SEI Novus is a portfolio intelligence platform where asset owners and asset managers interact with their investments and with each other. We help investors enrich and manage their data, extract actionable investment insights, and improve stakeholder communication via visualization and automation. We strive to be the center of the institutional investment ecosystem: where the world’s greatest investors gather to manage their portfolios and engage with one another. $120 trillion is invested annually on behalf of pensions, endowments, sovereign funds, private investors, and family offices. These groups strive to affect the world in unique ways—be it through funding scholarships, protecting pensions, establishing charitable foundations, supporting medical research, preserving wealth, and more. Unfortunately, many of these institutions are using outdated and disconnected tools to manage their portfolios. SEI Novus offers comprehensive solutions for the multi-asset class portfolio. By providing a single platform that streamlines data processes, quantifies investment skill, uncovers bias, and helps investors plan more accurately, we are helping investors amplify their impact.

What you will do:

you will report directly to a Client Analytics Team Lead. Key responsibilities include: Organize, integrate, aggregate and reconcile Hedge Fund and Fund of Fund portfolio data on the proprietary Novus platform. Operate, improve and troubleshoot intricate and large data sets and databases. Develop a deep understanding of the connection between the Novus platform and the embedded financial data to tactically resolve issues. Communicate directly with clients in a clear, professional and proactive manner, providing timely updates, managing expectations and translating complex data issues into accessible explanations Support data scrubbing needs for reporting, analysis and projects as required. Using our current processes and creating new ones, you will deliver high quality data in a timely and efficient manner. Apply data mining skills to liaise with clients and third-party vendors to rectify data quality issues. Validate data quality and supporting the Client Management Team Lead with ad hoc requests and internal projects.

What we need from you:

Work Experience: Relevant experience working with financial data sets preferred. Experience working with SQL is preferred Educational background: Economics, Mathematics, Statistics or similar degree is preferred. Interpersonal skills/Communication: You are a strong verbal and written communicator, whether discussing clients’ portfolios, current financial trends, and ability to articulate complex calculations or ideas into digestible concepts. Analytical skills: Ability to analyze large data sets and portfolios to come up with actionable insights. Organizational skills: You are comfortable managing competing client demands and deadlines and know how to prioritize, manage expectations, and provide results. Interests: Demonstrated desire to work in the Finance & Investment space evidenced by regularly reading books and keeping up with current financial & economic trends.

What we would like from you:

We expect our team members to deliver on their responsibilities and understand how each and every component of our company works to generate our collective success. We hold ourselves and our colleagues accountable to the highest standards. If the following sounds like you, we look forward to getting to know you— You do not want to “just work;” you want to be a part of something bigger and have an impact. You drive yourself and others around you to become better. You have a passion to know more and challenge yourself and others to look at problems from new and different perspectives. You thrive in a smaller environment and welcome the opportunity to collaborate with teams across the organization. You know that constructive criticism, whether about you or from you, is about improving yourself, your team, and your company. You are not afraid to share your opinions, offer, or ask for help. You enjoy digging into excel models and datasets and figuring out how they work together. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

Equal Opportunities SEI is an Equal Opportunities Employer.

About SEI

About SEI SEI (NASDAQ:SEIC) is a leading global provider of investment processing, fund processing, and investment management business outsourcing solutions that help corporations, financial institutions, financial advisers and ultra-high-net-worth families create and manage wealth. SEI Investments (Europe) Ltd (“SIEL”) is a wholly owned subsidiary of SEI and is authorised by the Financial Conduct Authority in the UK to provide certain regulated services SEI’s competitive advantage: To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about. 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.

The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire. SEI is an Equal Opportunity Employer and so much more…

After over 50 years, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit. SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).

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. We are global provider of technology, operations, and asset management services for the financial services industry. We tailor our solutions to help clients make effective use of their capital—whether that’s money, time, or talent—so they can grow and better serve their clients. At SEI, we’re committed to fostering an inclusive workplace where everyone has the same opportunities to grow, develop, and succeed.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Specialist I, Service Data
Specialist I, Service Data

SEI • Greater London

Hybrid
GBP 65,000 - 90,000
Private medical care
Pension plan
Tuition reimbursement
+3
Junior Analyst
Junior Analyst

157 SEI-NOVUS-UK • Greater London

Hybrid
GBP 60,000 - 80,000
Hybrid working environment
Private medical care
Pension plan
+2
Professional Services – Sales Executive, Technology and Business Process Services
Professional Services – Sales Executive, Technology and Business Process Services

SEI Corporation • Greater London

Hybrid
GBP 70,000 - 110,000
Hybrid working environment
Private medical care
Pension plan
+2
Senior Specialist, Technical Sales – Wealth Management Services
Senior Specialist, Technical Sales – Wealth Management Services

115 SEI Investments (Europe) Ltd. • Greater London

Hybrid
GBP 60,000 - 90,000
Hybrid working environment
Pension plan
Tuition reimbursement
+1
Quantitative Equity Researcher
Quantitative Equity Researcher

SEI • Greater London

Hybrid
GBP 50,000 - 80,000
Comprehensive physical and mental well-being care
Strong pension plan
Tuition reimbursement
+1
Advanced Engineer, Investment Technology
Advanced Engineer, Investment Technology

3000 Invesco UK Limited • Henley-on-Thames

Hybrid
GBP 75,000 - 110,000
Company-provided healthcare
Generous annual leave
Flexible hybrid working
+6
Advanced Engineer, Investment Technology
Advanced Engineer, Investment Technology

Invesco Ltd. • United Kingdom

Hybrid
GBP 85,000 - 120,000
Company-provided healthcare
Generous annual leave
Flexible working options, includinghyb
+6
Portfolio Data Specialist I — Finance & SQL
Portfolio Data Specialist I — Finance & SQL

SEI • Greater London

Hybrid
GBP 65,000 - 90,000
Private medical care
Pension plan
Tuition reimbursement
+3
Customer Success Executive
Customer Success Executive

S&P Global, Inc. • City Of London

On-site
GBP 45,000 - 65,000
Health & Wellness
Flexible Downtime
Continuous Learning
+3
Head of AI
Head of AI

LGBT Great • Greater London

Hybrid
GBP 180,000 - 250,000
Hybrid work model (3 days in office)
Annual discretionary bonus
Health & wellbeing benefits
+1