Donald Baines, Cfa
About Donald Baines, Cfa
Donald Baines, CFA, is the Director of Client Strategy at SEI in London, England, responsible for managing client relationships and delivering strategic investment advice to pension schemes.
Current Role at SEI
Donald Baines currently serves as Director of Client Strategy at SEI, located in London, England. Since taking up the role in 2018, he has been coordinating and managing day-to-day client relationships between SEI and pension client trustees. In addition to this, he is responsible for providing ongoing trustee training and formulating strategic investment advice for occupational pension schemes in the UK and Europe.
Previous Positions at SEI
Before his current role, Donald Baines held various positions at SEI. From 2014 to 2018, he was the Director of Client Services. Prior to that, he worked in Relationship Management/Transition Management Support for eight months in 2013-2014. He also served as a Global Mutual Fund Analyst from 2012 to 2013. Each of these roles was based in London, United Kingdom.
Educational Background in Finance
Donald Baines has an extensive educational background in finance. He earned a Master of Commerce (MCom) in Finance from the University of KwaZulu-Natal between 2010 and 2012. Additionally, he achieved a Bachelor of Commerce Honours in Business Finance, graduating with First Class Honours in 2009. He earlier completed a Bachelor of Commerce (B.Com.) in Economics and Finance at the same institution from 2006 to 2008.
Early Career and Other Roles
In his early career, Donald Baines worked as a Finance Tutor at the University of KwaZulu-Natal from 2010 to 2011. He also has experience as a Customer Support Coordinator at Motivair Compressors Limited for six months in 2005. Prior to this, he was a Financial Assistant at Country Building Contractors (CBC) for five months in Zimbabwe from 2004 to 2005.
Responsibilities at SEI
At SEI, Donald Baines is responsible for the development and evolution of investment strategies for clients. He manages client deliverables, including reporting and all aspects of implementation. His role also involves offering strategic investment advice and ensuring the successful execution of investment strategies tailored to meet the needs of occupational pension schemes.