Opportunity to lead the Investment Performance & Risk function with a major Wealth Manager, working closely with the CIO and Portfolio Managers to analyse investment performance, challenge portfolio decisions and oversee investment risk across multi-asset portfolios.
Key Responsibilities:
- Lead investment performance measurement, attribution and portfolio risk analytics.
- Analyse and challenge portfolio positioning, stock selection and asset allocation decisions.
- Work closely with the CIO and Portfolio Managers, chairing regular investment performance and risk reviews.
- Contribute to Strategic Asset Allocation (SAA) and portfolio construction.
- Oversee VaR, stress testing, attribution, contribution analysis and investment reporting.
- Manage FactSet analytics, reporting and monthly/quarterly factsheets.
- Present analysis to senior investment stakeholders and committees.
- Manage one direct report and improve reporting processes and automation.
Requirements:
- Strong background in investment performance and portfolio risk within Asset Management or Wealth Management.
- Hands-on experience of performance attribution, risk analytics and multi-asset portfolios.
- Good understanding of portfolio construction and Strategic Asset Allocation.
- FactSet experience highly desirable; Bloomberg, Morningstar or similar platforms also relevant.
- Experience challenging Portfolio Managers and presenting investment analysis to senior stakeholders.
- Previous management experience or responsibility for leading a performance/risk function.
- CFA, IMC, CIPM or relevant ESG qualifications advantageous.
- Python, SQL and Power BI beneficial.
This is a hands-on investment performance and risk management position requiring both strong technical capability and the confidence to challenge investment decisions at senior level.
Investment Performance Manager, Investment Risk Manager, Portfolio Risk Manager, Investment Performance & Risk, Portfolio Analytics, Performance Measurement, Performance Attribution, Contribution Analysis, Investment Risk Analytics, Multi-Asset, Portfolio Construction, Strategic Asset Allocation, SAA, TAA, VaR, Stress Testing, RiskMetrics, FactSet, Bloomberg, Morningstar, Style Analytics, Investment Oversight, Investment Reporting, Asset Management, Wealth Management, CFA, IMC, CIPM, ESG.
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Investment Performance & Risk Manager - FactSet, Attribution, Portfolio Risk - Wealth Management in London employer: Rothstein Recruitment
Join a dynamic fintech company that prioritises innovation and reliability, offering a collaborative work culture where your expertise in Site Reliability Engineering will be valued. With a strong focus on employee growth, you will have access to continuous learning opportunities and the chance to work with cutting-edge technologies in a supportive environment. Located in a vibrant tech hub, this role not only promises meaningful work but also the unique advantage of being part of a rapidly evolving industry.
