Investment Officer, Alternative Collective Investment Trusts; Remote

Investment Officer, Fiduciary Investments, Collective Investment Trust

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking a new member to join the Collective Investment Trust (CIT) team within SEI Trust Company (“STC”). As an Investment Officer, you will be responsible for the servicing requirements of our Collective Investment Trust from an investment perspective, with a strong and balanced view to risk oversight. SEI’s CIT team establishes and maintains collective trusts under the rules of its direct regulator and standards of the Department of Labor, Internal Revenue Service and other regulatory bodies, working closely with legal and compliance, fund accounting, and the transfer agent.

The CIT Team currently supports over 700 collective investment funds with approximately $270billion in AUM and over 200 investment sub‑advisors.

• Work alongside STC’s Chief Investment Officer to oversee STC’s investment advisors and CITs from an investment perspective.
• Consume investment research and operational due diligence to support STC’s investment management responsibilities with respect to private market investments.
• Conduct daily reviews of collective investment trust portfolio holdings data to ensure compliance with applicable investment guidelines and, where appropriate, flag and upscale issues.
• Partner with STC’s investment advisors to resolve investment guideline deviations and implement approved guideline changes consistent with fiduciary responsibilities.
• Address ad‑hoc investment‑related issues as they arise and proactively identify opportunities to enhance the firm’s risk profile.
• Perform annual and quarterly due diligence through reviews of documentation, conference calls and on‑site meetings, and summarize key findings for management and committee review.
• Maintain organized records of fund policies and procedures, including proxy voting and best execution, and prepare, review, and present materials for periodic trust investment committee meetings.
• Participate in divisional and corporate development initiatives to support process improvement, collaboration, and continued professional growth.

• B.S./B.A. (Business or related field preferred) or equivalent work experience.
• Minimum 8years of prior relevant work experience, ideally in Asset Management or Banking.
• Understanding of collective investment trusts and/or pooled vehicle operations.
• Experience with private market investments.
• Detail‑oriented, strong aptitude for numbers, and excellent interpersonal skills.
• Ability to work under pressure and meet deadlines.
• Ability to recognize potential problems and appropriately elevate them.
• Team player capable of interacting with senior management, leaders, legal / compliance / risk, and market unit partners.
• Excellent verbal and written communication and presentation skills.
• Proficiency with Microsoft Excel for Windows and aptitude for computer systems.
• Proven initiative and problem‑solving skills with thorough follow‑up.
• Logical and analytical, with a natural curiosity and inquisitiveness, particularly in financial markets.
• Independent self‑starter with regular and reliable attendance in accordance with position, business and/or client needs.

• Drive to broaden knowledge of the financial services industry, learn new concepts, systems, and apply them to daily work.
• Ability to multi‑task and prioritize daily workload.
• Attention to detail to ensure deliverables meet the highest standard of quality and accuracy.
• Collaborative posture with internal and external stakeholders.
• Positive, collegial approach to assist colleagues and clients, and flexibility to adapt with changing client needs.
• Curiosity, critical thinking and attention to detail that supports problem‑solving and process improvement.
• Embodies SEI values: courage, integrity, collaboration, inclusion, connection and fun.

Base Salary: $90,000 – $120,000.

Benefits include comprehensive medical, dental, vision, prescription, wellness, Employee Assistance Program (EAP), Flexible Spending Account (FSA), life and disability insurance, 401(k) match, education assistance, commuter benefits, up to 11 paid holidays per year, 21 days paid time off (PTO) per year pro‑rated for new hires with increases over time, paid parental leave, backup childcare arrangements, paid volunteer days, discounted stock purchase plan, investment options, and access to employee networks.

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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.