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, direct access to senior management, and opportunities for professional growth.
- Other info: Encouragement to share ideas and present directly to senior management.
- Why this job: Make a real impact in investment risk while working with cutting-edge tools and data.
- Qualifications: 4-8 years of investment risk experience and strong data skills in SQL, VBA, Python, and Power BI.
The predicted salary is between 60000 - 80000 £ 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.
** ONLY APPLICANTS WITH INVESTMENT RISK EXPERIENCE CONSIDERED.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Risk Analyst - Equities in Slough
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Barclay Simpson, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Barclay Simpson.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Barclay Simpson.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Barclay Simpson, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Risk Analyst - Equities in Slough
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Barclay Simpson want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Barclay Simpson.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Barclay Simpson will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Barclay Simpson. Numbers speak louder than words!
How to prepare for a job interview at Barclay Simpson
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Barclay Simpson want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withBarclay Simpson.
