David Becker, Cfa
About David Becker, Cfa
David Becker, CFA, is an Alternative Investments Analyst at SEI in Oaks, Pennsylvania, with a background in finance and economics from the University of Delaware.
Current Position at SEI
David Becker currently holds the position of Alternative Investments Analyst at SEI in Oaks, Pennsylvania. In this role, he produces formal investment memos and supporting data exhibits for internal presentations and compliance reports. Additionally, he engages with current and prospective funds through calls, conferences, or onsite meetings to support the due diligence process.
Previous Work Experience
David Becker has accumulated a diverse range of experiences prior to his current role at SEI. He worked as a Commercial Credit Analyst Intern at TD in Wilmington, Delaware for 2 months in 2013. Before that, he served as a Financial Operations Intern at Bentley Systems for 2 months in 2012 in Exton, Pennsylvania. From 2010 to 2011, he was a Rental Supervisor at Marsh Creek Boat Rental in Downingtown, Pennsylvania.
Educational Background
David Becker studied Finance and Economics at the University of Delaware - Lerner College of Business and Economics. He graduated Cum Laude with a Bachelor of Science (BS) degree in Spring 2014. During his time at university, he was actively involved in the Blue Hen Investment Club, where he served as the Financials Sector Head.
Skills and Responsibilities
In his role at SEI, David Becker is responsible for generating exposure/risk reports, performance summaries, pro-forma return series, and other analytics using both proprietary tools and third-party software. His responsibilities also include engaging with funds to support the due diligence process, and generating formal investment memos for internal use.