Head of Investment Risk and Analytics

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, counter party 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• A career spent in the front office: 15+ years in quantitative investment management, portfolio management, asset allocation, managed volatility, institutional…