Scott Allen

Scott allen

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location of Scott AllenWayne, Pennsylvania, United States
Followers of Scott Allen770 followers
  • Timeline

  • About me

    Specialist Investment Manager Services at SEI

  • Education

    • Conestoga high school

      1994 - 1998
    • Bucknell university

      1998 - 2002
      B.s. electrical engineering

      Activities and Societies: Tennis Team, Kappa Delta Rho

  • Experience

    • Veritable lp, investment consultants

      Aug 2002 - Mar 2004
      Assistant portfolio manager

      Hedge Fund of Fund back office administration and reportingPortfolio management, reporting, and advisor to high net worth individuals and institutions

    • Accenture

      Mar 2004 - Oct 2007
      Consultant

      Implemented and customized enterprise .NET software applications for large financial services firms throughout North AmericaApplication design, data modeling, software development, testing and system integration.

    • Sungard financial systems

      Oct 2007 - Oct 2012
      Senior manager

      Professional Services consultant for private equity firms, endowments, insurance companies, family offices looking to implement Investran software or enhance the software. Domain expert for credit and bank debt investment amortization, partnership accounting waterfalls, hybrid fund sidepocket allocations, and complex fund structure accounting.

    • Sei

      Oct 2012 - now
      Specialist investment manager services

      SEI Investment Manager Services Solutions•Client delivery of new systems, optimal outsourcing model, reporting, and systems integrations•Planning and analysis for the unit’s strategic solutions for alternatives clients and operational efficiency•Define strategy and planning including marketing assessment, market research, competitive analysis and global positioning.•Provide solutions packaging and expertise to alternative fund managers and institutional investors•Guide industry best practices (ILPA) for reporting and efficiencies•Support technical sales process as subject matter expert on alternatives technologies•Direct vendors and internal product software on the design, delivery and maintenance of the solutions Show less

  • Licenses & Certifications

    • Caia

      Caia association
      Oct 2013