New

Senior Investment Analyst - Private Asset Team

SEI
parental leave, paid time off, paid holidays, tuition reimbursement, 401(k), retirement plan
United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
Aug 05, 2025
SEI is seeking a motivated investment professional to join our Private Asset Team. This is a unique opportunity to join a well-established firm with a growing alternatives platform. The Private Asset Team manages over $5 billion in assets across private equity, venture capital, private credit, real estate, and infrastructure. The Private Asset Team invests in these strategies through primary fund commitments, secondary investments, and co-investments. SEI manages traditional private equity fund-of-funds and separate accounts along with open-ended real estate and infrastructure funds on behalf of its outsourced chief investment officer (OCIO) clients. This position will support the senior investment professionals in sourcing, underwriting, investing, and monitoring investments across the private asset portfolio. A minimum of two years of private asset investment experience is required for this role. Candidates without prior private asset investment experience will not be considered. This is not a remote position. Candidates will be expected to work in the Oaks, PA office up to five days per week. What you will do: Quantitative and qualitative due diligence on prospective investments across private equity, venture capital, private credit, real estate, and infrastructure Creating and maintaining Microsoft Excel models related to investment due diligence Performing valuation analyses for co-investments Participating in the writing and creation of investment theses Presenting investment opportunities to the senior Private Asset team and Investment Committee Scheduling and coordinating prospective manager meetings and reference calls Creating quarterly client update reports and presentations Supervising and training a team of Analysts Monitoring of existing investments and underlying portfolio companies Conducting industry research Maintaining data in investment monitoring platform for existing investments Ad hoc projects What you bring to the table: CFA and/or CAIA preferred Minimum of two years of private asset investing experience is required Strong business writing skills and past experience creating investment memorandum for Investment Committees Strong Microsoft Excel and PowerPoint skills Ability to multi-task and work in a fast-paced environment Ability to travel domestically and internationally, up to 30% of the time 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, a hybrid working environment for most roles, 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. 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.