At a Glance
- Tasks: Monitor and analyse investment risk across fixed income portfolios, focusing on emerging markets debt.
- Company: Specialist investment management firm with a strong heritage in active investment management.
- Benefits: Gain exposure to senior stakeholders and enhance your career in a high-quality investment risk function.
- Other info: Opportunity for growth in a visible role within a small, collaborative team.
- Why this job: Join a dynamic team and make a real impact on fixed income risk oversight.
- Qualifications: 4-7 years in investment risk or performance analysis, with strong Bloomberg skills.
The predicted salary is between 60000 - 80000 £ per year.
A specialist investment management firm is looking to hire a Senior Investment Risk Analyst to join its investment risk function. The firm has a long-established heritage in active investment management and has continued to broaden its capabilities across fixed income and emerging markets strategies. This is a newly focused role reporting directly to the Head of Investment Risk, with particular responsibility for supporting risk and performance oversight across emerging markets fixed income portfolios. The position will suit someone who combines strong technical risk and performance skills with the confidence to work closely with portfolio managers and investment teams.
Role Description
The Senior Investment Risk Analyst will be responsible for monitoring, analysing and explaining portfolio risk and performance across fixed income strategies, with a particular focus on emerging markets debt. The role will involve detailed analysis of carry, duration, spread risk, attribution, exposures, concentrations and broader sources of portfolio risk. Working closely with the Head of Investment Risk and the investment team, the successful candidate will help ensure that portfolio risks are well understood, appropriately challenged and clearly communicated. This will include producing risk and performance analysis, identifying key drivers of return and risk, and supporting discussions with portfolio managers on portfolio construction, positioning and risk-adjusted performance. The firm uses Bloomberg PORT as a core risk and analytics platform, so experience with Bloomberg PORT or similar fixed income risk systems would be highly beneficial.
Key Responsibilities
- Monitor investment risk across fixed income portfolios, with a focus on emerging markets debt.
- Analyse portfolio exposures across duration, curve, spread, carry, credit, FX and liquidity risk.
- Produce performance attribution and risk analysis to explain key return drivers.
- Support regular risk reporting for portfolio managers, senior management and investment committees.
- Work closely with investment teams to understand portfolio positioning and challenge risk-taking where appropriate.
- Use Bloomberg PORT and related analytics tools to assess portfolio sensitivities, factor exposures and stress scenarios.
- Help develop and enhance risk reporting, analytics and investment risk frameworks.
- Contribute to ongoing oversight of portfolio limits, guidelines and risk appetite.
- Provide clear, commercially relevant risk insight rather than purely quantitative reporting.
Candidate Profile
The successful candidate is likely to have around 4–7 years’ experience in investment risk, performance analysis, portfolio analytics or a closely related buy-side function. Prior exposure to fixed income is important, with emerging markets debt experience highly advantageous. Candidates should be comfortable analysing fixed income portfolios across carry, duration, spread, attribution and broader risk measures. Strong Bloomberg skills are expected, and direct experience using Bloomberg PORT would be particularly relevant. This role would suit someone who is analytical, detail-oriented and technically capable, but also confident communicating with investment professionals. The firm is looking for someone who can explain risk clearly, challenge constructively and operate as a trusted partner to the investment team.
Experience Required
- 4–7 years’ experience in investment risk, performance, portfolio analytics or a related function.
- Strong understanding of fixed income risk and performance drivers.
- Exposure to emerging markets fixed income would be highly desirable.
- Experience analysing duration, carry, spread risk, credit risk, FX risk and attribution.
- Bloomberg PORT experience preferred.
- Strong Excel and analytical skills.
- Ability to communicate effectively with portfolio managers and senior stakeholders.
- Buy-side experience preferred, although relevant sell-side or consultancy experience may also be considered.
Opportunity
This is an excellent opportunity to join a specialist investment manager in a visible role within a small, high-quality investment risk function. The successful candidate will gain direct exposure to senior investment stakeholders and play an important role in supporting the development of fixed income risk and performance oversight across a growing investment platform.
Senior Investment Risk & Performance Analyst – Fixed Income employer: Barclay Simpson
Join a prestigious investment management firm that values expertise and collaboration, offering a dynamic work environment where your analytical skills will directly impact emerging markets fixed income portfolios. With a strong commitment to employee development, you will have access to continuous learning opportunities and the chance to engage with senior investment professionals, fostering a culture of innovation and excellence. Located in a vibrant financial hub, this role not only promises professional growth but also the chance to be part of a dedicated team focused on delivering exceptional investment performance.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Risk & Performance Analyst – Fixed Income
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world, especially those who work in risk and performance. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your technical skills. Make sure you can confidently discuss fixed income strategies, risk metrics, and your experience with tools like Bloomberg PORT. We want you to shine!
✨Tip Number 3
Showcase your analytical prowess! Be ready to explain how you've tackled portfolio risk in the past. Use real examples to demonstrate your ability to communicate complex ideas clearly to investment teams.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our firm.
We think you need these skills to ace Senior Investment Risk & Performance Analyst – Fixed Income
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your experience in investment risk and performance analysis, especially in fixed income. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about investment risk and how your background makes you a perfect fit for our team. Keep it concise but impactful – we love a good story!
Show Off Your Technical Skills:Since this role involves using Bloomberg PORT and other analytics tools, make sure to mention your experience with these systems. We’re looking for someone who can hit the ground running, so highlight any relevant technical skills you have!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Barclay Simpson
✨Know Your Numbers
Make sure you brush up on your technical skills related to fixed income risk and performance analysis. Be prepared to discuss specific metrics like carry, duration, and spread risk. Having concrete examples from your past experience will show that you can apply these concepts in real-world scenarios.
✨Familiarise Yourself with Bloomberg PORT
Since the firm uses Bloomberg PORT as a core analytics platform, it’s crucial to demonstrate your proficiency with it. If you have experience using similar tools, be ready to explain how you’ve leveraged them for risk assessment and performance analysis in previous roles.
✨Communicate Clearly
This role requires you to work closely with portfolio managers and investment teams. Practice explaining complex risk concepts in simple terms. Think about how you can convey your insights clearly and effectively, as this will be key in establishing yourself as a trusted partner.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that test your analytical thinking and problem-solving skills. Prepare by thinking through potential risk situations in fixed income portfolios and how you would approach analysing and communicating those risks to stakeholders.
