Investment Risk Analyst Job Description
Investment risk analyst
provides financial analysis in the review of monthly results across markets and networks to global leadership teams.
Investment Risk Analyst Duties & Responsibilities
To write an effective investment risk analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included investment risk analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Keeps abreast of current financial markets, securities and investment themes in order to bring an informed perspective to the risk management processes
Provide advice and investment risk consulting services to users of these reports across investment management marketing groups and clients
Assess and monitor portfolio and idiosyncratic risks
Review automated validation controls and complete issue resolution proces
Working with Technology and Operations, outside vendors, to resolve system and portfolio data issues, as necessary
Monitor portfolio risk exposures and escalate issues when risk levels may be inappropriate
Ongoing monitoring and communication of key sources of interest rate, derivative and other market risks including comprehensive analysis/understanding by business and legal entity, strategy, potential impact on earnings/capital/economic value, and management criteria (exit strategy, trigger points)
Monitoring and reporting on market risk limit compliance across the enterprise and within businesses and legal entities
Performing risk and P&L attribution that will leverage analytical skills, numerical capacity and thorough understanding of financial analysis
Additional responsibilities may involve special projects and documentation efforts
Investment Risk Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Investment Risk Analyst
List any licenses or certifications required by the position: CFA, FRM, CPA
Education for Investment Risk Analyst
Typically a job would require a certain level of education.
Employers hiring for the investment risk analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Mathematics, Economics, Math, Statistics, Engineering, Business, Management, Accounting, Computer Science
Skills for Investment Risk Analyst
Desired skills for investment risk analyst include:
Financial instruments and markets
Procedures
Products and activities of assigned area
Statistical theory and a good understanding of financial instruments and markets
Statistical calculations
Financial markets
Grammar
Portfolio valuations and risk systems
Spelling and vocabulary
Global financial markets and strong intuition in its impact to our business
Desired experience for investment risk analyst includes:
1.5 + years relevant work experience in the Mutual Fund/Financial Services Industry, preferably with investment performance and database experience
Strong knowledge of business desktop applications
Experience in handling large volumes of data would be preferred
Knowledge of VBA, MS-SQL etc preferred
Knowledge of Microsoft Access and Visual Basis
Advanced knowledge of Microsoft Excel, this includes programming knowledge
Investment Risk Analyst Examples
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Investment Risk Analyst Job Description
Job Description Example
Our company is searching for experienced candidates for the position of investment risk analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment risk analyst
- Lead / manage a portfolio of projects in support of Federal Reserves supervision, the Board of Directors and ERM senior management around investment concentrations and limits, capital stress testing, other analytical, modeling, automation and reporting needs
- Working with large volumes of data to conduct on-going analyses and periodic reviews of Counterparty Credit exposures
- Monitor and report counterparty exposures to Senior Management as required
- Performing periodic reconciliation of the various AM platforms to our independent credit risk system
- Assist in maintaining credit administration system and records
- Contributing to the development, enhancement, and periodic review of risk assessment methodologies and reporting capabilities and preparing Management presentations
- Providing leadership on risk methodology for the group, including new product assessments, the development of risk measures in addition to developing and implementing the stress framework for Country Risk Management
- Establishing the focus on governance, including driving the processes for dealing with regulatory matters, improvements to the control environment and advancing data quality management
- Developing legal entity specific processes, including the continued development of stress and exposure views, improving alignment to regional Legal Entity Risk managers
- Monitor and review risk reporting (liquidity, stress tests, VAR reporting ), research and escalate breaches working closely with the portfolio management teams, as needed
Qualifications for investment risk analyst
- Ability to communicate effectively with persons located in different countries, in particular United States
- Should be a team player and must have experience in working in teams
- Experience with projects with aggressive delivery time lines
- Well-developed sense of personal initiative
- Experience using financial/risk application/software, Barclay’s Point, Bloomberg
- Ability to work independently with light supervision in a team-based environment
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Investment Risk Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of investment risk analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for investment risk analyst
- Develops and executes complex business projects and directs colleagues on such projects
- The role will include critical review of risk models, including risk models used for conduct risk management, for example product risk rating tools and quantitative methodology, structured products model review
- Work closely with AVP, Solutions & Integration, on building analytical tool sets using efficient programming languages and support end user’s application of the tools to meet their daily needs, on building prototypes to demonstrate desired system behavior for IT professionals
- Establish Haircuts/Initial margin on global securities and derivatives using approved methodologies
- Analyze credit exposures for significant size derivatives and establish appropriate credit limits
- Monitor market developments, perform stress tests and other risk analyses on securities and derivatives portfolios, analyze results, and communicate results to credit executives and stakeholders
- Review new markets/products and suggest analytical improvements as appropriate
- Partner with business and technology to adapt to new products, business initiatives, and market conditions
- Enhance analytics and process continuously to strengthen risk management framework
- Manage and facilitate resolutions for exceptions arising from derivatives trading
Qualifications for investment risk analyst
- Expert Excel Access skills
- A degree in Finance, Information Systems, Computer Science, Accounting, Business or Engineering is preferred
- Working knowledge of data analysis / reporting using Business Intelligence (BI) tools (Cognos, Tableau, ) is preferred, along with the ability to read / understand SQL
- Candidate must have highly developed analytical, conceptual, quantitative and problem-solving skills
- Hands-on experience with an investment / trading system, risk management analytics models (Moodys RiskFrontier / KMV, QRM, MSCI RiskMetrics, ) or financial market data system is preferred
- A thorough understanding of multi-asset class performance and risk is the overriding requirement
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Investment Risk Analyst Job Description
Job Description Example
Our innovative and growing company is looking for an investment risk analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment risk analyst
- Establish Lending Value/ Initial Margin for clients’ securities/derivatives using approved methodologies
- Analyze credit exposures for significant size derivatives and establish appropriate credit reserves
- Support the modeling and implementation of Loss Given Default (LGD) decision tree and governance
- Monitor market developments to develop appropriate stress tests and other risk analyses on securities and derivatives portfolios
- Partner with Business, Technology, Middle office and Finance to adapt to new products, business initiatives, and market conditions and to ensure appropriate transparency of the risk governance framework
- Work closely with CIB Credit Risk Management in order to leverage wholesale practices
- Support the team in assessing and monitoring portfolio and idiosyncratic risks
- Participate to meetings with fund managers/front office
- Daily Cash Movements
- Letters of Direction & Wire Transfers – Authenticity Verification
Qualifications for investment risk analyst
- Be very detailed oriented
- Have excellent analytical and written/verbal communication skills
- Understanding key risk management techniques including
- Candidates should have an expressed interest in tackling the difficult real world problems of the investment management business
- BA/BS in an analytical, financial or technical major
- Previous work experience in the financial services industry required
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Investment Risk Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of investment risk analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for investment risk analyst
- Derivatives Monitoring
- Regular Investment Communications
- Endowment Fund Investor Processing
- Stock Distributions
- New Investments
- Quality Control Practices
- Operating Rhythm & Ongoing Process Improvement
- Expense Management & Bill Payment
- Annual Financial Accounting & Audit Support/Tax Support
- Contribute to the research, development and implementation of new methods for the estimation of liquidity risk of securities and investment funds
Qualifications for investment risk analyst
- Experience with programming in SQL, Visual Basic preferred
- Outstanding interpersonal, leadership and oral/written communication skills
- University degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related quantitative field
- CFA, FRM, PRM, or CQF a plus
- Programing skills in Python, R, SQL, and VBA (Access, Excel) a plus
- Ensure, where applicable, UCITS regulations are adhered to, preparing the platform for new and assess proposed regulatory developments
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Investment Risk Analyst Job Description
Job Description Example
Our company is looking for an investment risk analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for investment risk analyst
- Measuring hedge fund liquidity and ability to withstand increases in client redemptions, margin increases and deteriorations in asset liquidity
- Monitoring client concentration and leverage
- Developing stress tests that non only shock markets but also asset liquidity, basis risks, and client redemption behavior
- Understanding how macro-economic factors can alter hedge fund performance despite efforts to remain lowly correlated to the markets
- Assisting with the production of risk analytics including risk investigations and compliance monitoring for the managed account platforms
- Analysing and reviewing of investment restriction breaches, engaging with Hedge Fund clients and/or Investors to discuss calculations, requirements, compliance, legal, mitigation etc
- Liaising with Prime Brokers, Fund Administrators, Trading Advisors and other teams within the business to investigate and resolve issues
- Assisting with risk analysis, suitability review and legal execution of risk and investment restriction changes
- Monitoring, logging and investigating tracking errors between managed accounts and relevant benchmark funds
- Cash management - overseeing cash movements across accounts to satisfy margin calls and manage counterparty risk
Qualifications for investment risk analyst
- Knowledge of database functionality and SQL
- Actively participate in the approval of external counterparties review credit documentation (ISDA and CSA and accession letters)
- Bachelor’s degree in Finance, Statistics or Computer Science
- Undergraduate degree with 2-4 years of relevant work experience
- Support and serve as backup for the daily e-mail notification process, which involves gathering information from a variety of sources and compiling it into a standardized form using an increasingly automated process that is then sent out via e-mail to a wide audience of interested parties
- Progress towards CIPM, CFA, or other professional risk management designation