Nicholas Rocha
About Nicholas Rocha
Nicholas Rocha is the Product Director at SEI in Oaks, PA, with extensive experience in finance and technology roles within the company and a strong educational background from The Wharton School and Lehigh University.
Current Position at SEI
Nicholas Rocha is currently a Product Director at SEI, based in Oaks, PA. In his current role, he collaborates with professionals in both technology and investment sectors to deliver innovative solutions.
Previous Roles at SEI
Rocha has held several roles at SEI, including Technical Architect- Portfolio Customization from 2022 to 2024, Sr. Quant Analyst/Technology Specialist from 2018 to 2022, Quantitative Analyst from 2015 to 2018, Development Manager/Scrum Master- Financial Modeling from 2014 to 2015, Project Manager/Business Lead- Client Portfolio Management from 2013 to 2014, and Global Wealth Platform Rotational Associate from 2011 to 2013.
Early Career and Entrepreneurial Experience
Before his tenure at SEI, Rocha worked as an Analyst at Cypress Capital Group for three months in 2010. From 2008 to 2011, he co-founded Plug Away, leveraging his entrepreneurial skills to manage and grow the business.
Educational Background
Nicholas Rocha studied at The Wharton School, where he earned an MBA from 2024 to 2026. He also holds a Master's degree in Analytical Finance from Lehigh University, where he studied from 2010 to 2011. Additionally, he studied Engineering/Finance at the University of Auckland in 2008 and earned a BS in Integrated Business and Engineering from Lehigh University, completing the program in 2010.
Professional Achievements
Rocha co-heads a cloud-based platform initiative aimed at enabling Portfolio Customization at Scale, including Direct Indexing. He has co-managed over $2 billion in Factor Based funds and has experience in Mass-Scale Rebalancing as a Scrum Master of a Financial Modeling team. Nicholas thrives in small teams that pursue ambitious business opportunities in the finance and technology sectors.