Head of Investment Risk and Analytics

SEI; Oaks (PA); Sur place; USD 250 000 - 350 000; Plein temps

Avantages offerts par ce poste

Healthcare benefits

401(k) match

Tuition reimbursement

Paid time off

Résumé du poste

SEI seeks a senior leader to design and deliver an integrated Investment Risk & Analytics platform—unifying portfolio risk, liquidity risk, factor exposures, and decision history across all strategies and OCIO relationships. You will directly design CI0 oversight tools, embed AI capabilities, and partner with data, AI leadership, and client teams to drive fiduciary-grade insights.

The role blends hands-on platform development with strategic leadership, requiring a track record of building

Qualifications

• 15+ years in quantitative investment management or related multi-asset disciplines
• Experience leading analytics teams and building front-office platforms
• Ability to present complex risk analytics to institutional audiences
• Hands-on design/build of platform components used daily by PMs and CIOs
• Knowledge of blended asset classes and OCIO frameworks
• Familiarity with AI in investment applications is a plus

Responsabilités

• Analytics integration and the common platform: consolidate analytics across investment, OCIO, and manager research into one platform
• Build data infrastructure: pipelines, reconciled security and position masters, vendor-data governance, and auditable lineage from source data to portfolio decision, client reporting, and oversight review
• CIO oversight and fiduciary support: design a consolidated risk view and establish standards for aggregation, limits monitoring, and escalation
• AI-integrated decision making: embed LLM-driven analysis into investment applications at the tool level
• Partnership across and beyond the organization: connect teams with a shared roadmap and external collaboration
• Client engagement and risk communication: present analytics in RFPs, due diligence meetings, and client reviews
• Team and thought leadership: recruit and develop hybrid talent and represent SEI externally

Connaissances

Front-office leadership

Portfolio management

Quantitative research

Model governance

AI integration

Communication with senior stakeholders

Formation

Graduate degree in quantitative discipline

CFA charterholder

Published research in portfolio construction or risk modeling

Outils

Bloomberg PORT/PREP

Snowflake

Postgres

Aladdin

Axioma

MSCI BarraOne

Python

SQL

JavaScript

R

MATLAB

Description du poste

The Head of Investment Risk & Analytics will design and build the Investment Management Unit's oversight application: a consolidated, drillable view of portfolio risk, liquidity risk, factor exposures, counterparty risk, implementation quality, performance attribution, model status, and decision history across every investment strategy and OCIO relationship. The role must make risk transparent and actionable for portfolio managers and the CIO, while creating the evidence base needed for fiduciary oversight, model governance, and future internalization of investment manufacturing.

This is both a builder’s role and a practitioner’s role. We are looking for a front-office leader who has personally managed portfolios, led quantitative research, built production investment platforms, and translated complex risk into decisions for CIOs, portfolio managers, distribution teams, and institutional clients.

What You Will Do

Analytics integration and the common platform

• Bring together the analytics capabilities in use across investment, OCIO, and manager research teams, third-party platforms and internally built applications alike, into one coordinated environment.
• Build the data infrastructure beneath the platform: automated pipelines, reconciled security and position masters, vendor-data governance, and auditable lineage from source data to portfolio decision, client reporting, and oversight review.

CIO oversight and fiduciary support

• Design and build the CIO’s oversight application: a consolidated, drillable view of risk taking across all investment strategies, asset classes, and OCIO relationships.
• Establish consistent standards for risk aggregation, limits monitoring, and exception escalation so that oversight and fiduciary responsibilities are supported by auditable, comparable analytics rather than team-by-team reporting.

AI-integrated decision making

• Embed AI directly into investment applications: LLM-driven analysis, retrieval, synthesis, monitoring, and decision-support features integrated at the application layer, not bolted on afterward, so that risk context reaches portfolio managers inside the tools where decisions are made.
• Partner with the Chief AI Strategist and Head of AI Orchestration to align investment-side AI adoption with the enterprise AI roadmap, contributing production use cases rather than proofs of concept.

Partnership across and beyond the organization

• Within the CIO organization, connect quantitative equity, fixed income, macro, OCIO, and manager research teams through shared platforms and joint development, replacing team-by-team tooling decisions with one coordinated roadmap.
• Partner with the Chief Data Officer on data architecture and governance, and represent the investment organization within SEI’s enterprise data and AI leadership group.
• Make shared development the norm: every major platform initiative should have named partners outside the immediate team.

Client engagement and risk communication

• Represent SEI’s investment risk and analytics capability in RFPs, due diligence meetings, webinars, and client reviews, making complex portfolio, factor, ALM/LDI, and scenario analytics clear, decision‑relevant, and commercially useful.

Team and thought leadership

• Lead, develop, and shape a team spanning quantitative analytics, data engineering, and application development; recruit hybrid talent that combines investment domain knowledge with hands‑on engineering ability.
• Represent SEi’s investment analytics perspective externally through research, publication, and industry engagement.

What You Bring

The Ideal Candidate Brings

• A career spent in the front office: 15+ years in quantitative investment management, portfolio management, asset allocation, managed volatility, institutional solutions, or related multi-asset disciplines, including direct accountability for risk taking and investment outcomes at scale.
• Experience leading quantitative research or analytics teams, hiring and developing technical investment talent, owning model documentation, responding to model‑risk review, and improving the rigor of portfolio construction and investment decision processes.
• The communication skills to present complex risk analytics to current and prospective clients at an expert level, earning the confidence of sophisticated institutional audiences.
• A demonstrated record of personally designing and building front‑office platforms used daily by portfolio managers, CIOs, investment teams, and distribution partners: portfolio construction, risk decomposition, optimization engines, simulation frameworks, sales enablement, oversight dashboards, and attribution systems. The ideal candidate has built these systems personally, not merely overseen their procurement.
• Experience aggregating positions, risk, and analytics across a global investment platform from multiple vendor and internal engines, including systems such as Bloomberg PORT/PREP, Snowflake, Postgres, Aladdin, Axioma, MSCI BarraOne, or similar, delivered as a working oversight platform for senior investment leaders.
• Hands‑on technical depth across the modern data and analytics stack: Python, SQL, JavaScript, R or MATLAB, relational databases, cloud data warehousing, web application frameworks, institutional risk platforms, and portfolio analytics systems.
• Daily personal use of AI‑assisted and agentic development tools, and experience integrating large language models via API directly into investment applications for research, analysis, automation, monitoring, and decision support.
• Credibility with senior investment leaders, portfolio managers, research teams, engineers, enterprise data partners, and client‑facing teams, built from technical fluency, investment judgment, and a record of delivering platforms that investment professionals actually use.
• Experience modeling public and private assets for complex institutional clients, including OCIO, insurance general account, pension, ALM/LDI, surplus risk, target‑date, and outcome‑oriented mandates; knowledge of digital assets, prediction markets, or emerging market‑structure topics is a plus.
• A graduate degree in a quantitative discipline; CFA charterholder and published research in portfolio construction, risk modeling, or asset allocation preferred.
• A record of published or public thought leadership on portfolio construction, covariance forecasting, asset allocation, risk modeling, real assets, target‑date design, or related institutional investment topics is strongly preferred.

SEI’s Competitive Advantage

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well‑being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro‑rated for new hires which increases over time, paid parental leave, back‑up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

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 in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back‑up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

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.