At a Glance
- Tasks: Analyse investment risks and challenge portfolio strategies for retail clients and charities.
- Company: Dynamic investment firm with a strong culture of collaboration and innovation.
- Benefits: Hybrid working, open-door management, and direct access to senior leaders.
- Other info: Opportunities for professional growth and presenting ideas to senior management.
- Why this job: Make a real impact in shaping investment risk frameworks and strategies.
- Qualifications: 4-8 years of experience with strong data skills in SQL, VBA, Python, and FactSet.
The predicted salary is between 50000 - 70000 £ per year.
A visible, hands-on second-line investment risk role at an early stage of function build-out.
I ndependent oversight and challenge across bespoke mandates for retail clients, charities and in-house portfolios .
Business is building its bespoke investment risk framework, including Fact Set integration, ex-post risk, governance, stress testing, limits and thresholds .
Work directly with portfolio data, build independent reporting in Fact Set, 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 Fact Set .
CFA would be beneficial.
