Investment Risk Analyst – Equities

• A visible, hands-on second-line investment risk role at an early stage of function build-out.
• Independent oversight and challenge across bespoke mandates for retail clients, charities and in-house portfolios.
• Business is building its bespoke investment risk framework, including FactSet integration, ex-post risk, governance, stress testing, limits and thresholds.
• Work directly with portfolio data, build independent reporting in FactSet, test thresholds, and challenge portfolio positioning against mandate objectives and risk profiles.
• Focus include risk-adjusted measures, beta, equity drawdowns, sector/technology overweight exposures, and concentrated sell-offs such as the “Magnificent Seven”.
• Exposure is broad but largely plain vanilla, covering equities, multi-asset portfolios, unit trusts, mutual funds, OEICs, investment trusts, government and corporate bonds, FX forwards and structured products.
• Focused on equity and multi-asset risk than fixed income.
• The Client offers a strong culture: hybrid working, 2–3 days in the office, open-door senior management, and access to the CEO, EXCO and investment office.
• Individuals are encouraged to bring ideas forward and present directly to senior management.
• The platform has a strong development track record
• Ideally 4–8 years, with the ability to contribute quickly.
• Strong hands-on data skills are important, including SQL, VBA, Python, Power BI and FactSet. CFA would be beneficial.

…