Asset/Liability Analyst

Job Description

The Retirement Advisory Platform team has an opening for a Global Asset/Liability Analyst.  The selected individual will be responsible for model construction and quantitative analysis and reporting of customized pension finance strategies, primarily for SEI non-US institutional clients.

 

Responsibilities:

Develop models, similar to the US pension finance models, to analyze the pension plans of non-US based institutional clients

Apply the models to selected prospects and clients to analyze alternative pension finance and asset allocation strategies

Discuss proposed allocations by detailing client objectives, key assumptions, summary results and the rationale for proposed strategies

Make recommendations to client relationship managers

Develop appropriate reporting and presentation materials for the client

Collect, modify and input data into asset/liability modeling tools

Participate in conference calls with senior staff to discuss client objectives

Contribute toward communication of proposed investment strategies to Sr. investment staff and internal clients

Contribute toward improving the analytical and reporting processes

   

Required Experiences and Skills

Minimum 3 years of actuarial or asset/liability experience required

College degree in mathematics, actuarial science, finance or economics

Superior knowledge of ERISA and actuarial valuation concepts and calculations

Knowledge of Canadian, UK, European and Asian pension regulations and applicable accounting standards is a plus

Hands on experience with Pro Val actuarial software is a plus

Broad understanding of investments, asset allocation and portfolio optimization

CFA designation or candidacy is a plus

Foreign language proficiency ( Dutch, German, French ) is a plus

Strong quantitative skills and detail-oriented individual

Proven project management skills

 

Location and Travel

This position will be based at our corporate headquarters in Oaks, PA. and will report to the Manager of Advice Process and Technology.  This position will work extensively with non US offices and clients and may be required to travel outside of the United States and/or be available for conference calls at abnormal working hours.  Travel abroad will be limited to 10%.  

 

Contact

If you are interested in working in an entrepreneurial, challenging and performance-oriented environment, please send responses to jcrompton@seic.com or fax to (484) 676-1490, attention J.Crompton.

 

SEI Investments is an Equal Opportunity/Affirmative Action Employer