Investment Officer, Alternative Collective Investment Trusts

SEI

Investment Officer collaborating with investment advisors and ensuring compliance at SEI Trust Company. Focused on risk oversight and managing collective investment trusts with a large AUM portfolio.

Posted 4/22/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesSeniorLead💰 $90,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

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 escalate issues as appropriate.
Partner with STC’s investment advisors to resolve investment guideline deviations and to 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.

Requirements

What you’ll need

B.S/B.A. (Business or related field preferred) or equivalent work experience
Minimum 8 years 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
Excellent interpersonal skills
Ability to work under pressure and perform job responsibilities within deadlines
Ability to recognize potential problems and escalate them appropriately
Must be a team player, capable of interacting with senior management, leaders, legal / compliance / risk, market unit partners
Excellent communication / presentation skills both on a verbal and written level
Knowledge of Microsoft Excel for Windows and an aptitude for computer systems
Proven initiative & problem solving skills with thorough follow-up
Logical and Analytical
Possess natural curiosity & inquisitiveness, particularly in financial markets
Independent Self Starter
Regular and reliable attendance in accordance with position, business and/or client needs.

Benefits

Comp & perks

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.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

investment managementoperational due diligenceprivate market investmentscollective investment trustsportfolio holdings data analysisrisk assessmentfinancial analysisproblem solvingdocumentation reviewprocess improvement

Soft Skills

detail-orientedstrong aptitude for numbersexcellent interpersonal skillsability to work under pressureteam playerexcellent communication skillspresentation skillslogical thinkinganalytical skillsindependent self-starter