Investment Risk Manager Job Description
Investment risk manager
provides investment insight to upcoming asset/liability (A/L) studies, and support SRI’s financial modeling and risk management activities, using MS Excel, Wilshire Compass, Bloomberg and other systems for portfolio optimization, risk metric review and other investment risk controls.
Investment Risk Manager Duties & Responsibilities
To write an effective investment risk manager job description, begin by listing detailed duties, responsibilities and expectations. We have included investment risk manager job description templates that you can modify and use.
Sample responsibilities for this position include:
As part of a small and dynamic group, responsibilities can be scaled to the relevant skillset and experience
Assist in identifying, measuring, and managing both manager and portfolio level risks across different businesses within AIMS
Work closely with the investment teams in refining, updating, and developing risk frameworks, models, and analytics used for evaluating and monitoring managers and for portfolio construction and management
Run ad-hoc or periodic customized reports and analyses for clients
Support the investment guideline monitoring and reporting function
Assist, review and challenge, and provide quality assurance of the Fixed Income business' Risk & Control Self Assessments (RCSA) in accordance with the RCSA policy established by the Firm
Provide review and challenge of internal incidents reported to ORM to determine root cause(s), assess existing control design and operation, identify issues and monitor remedial actions that mitigate the risk of occurrence of future losses, in accordance with the Incident Collation Policy established by the firm
In response to material operational risk incidents, providing independent assessment on whether Loss Investigation Reviews and reviews of selected external incidents have been conducted and concluded adequately
Provide training to the front office and ShS areas on the individual components of the Operational Risk Framework
Manage consulting relationships with portfolio managers and analysts analyze and deliver reports using return based historical statistics, Brinson style portfolio attribution, and ex-ante portfolio risk models
Investment Risk Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Investment Risk Manager
List any licenses or certifications required by the position: PMP, SOX, IB
Education for Investment Risk Manager
Typically a job would require a certain level of education.
Employers hiring for the investment risk manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Economics, Business, Engineering, MBA, Graduate, Management, Computer Science, Mathematics, Statistics
Skills for Investment Risk Manager
Desired skills for investment risk manager include:
Financial markets
APT
Datastream
Excel
Factset
Investment systems: Bloomberg
Portfolio and financial theory
Risk model: RiskMetrics
Financial instruments
General investment themes in order to bring an informed perspective to the risk management processes
Desired experience for investment risk manager includes:
Valuation Committee
Possess debt financing experience in a credit research or analysis role
Provide ideas, expertise and insights in order to provide high quality services to senior management, CIOs and portfolio managers
Work with interdepartmental teams to utilize and enhance risk and performance attribution systems and technology
Stay current with latest development in the industry to maintain our competitive edge
MFE, MBA or advanced degree in scientific discipline is required
Investment Risk Manager Examples
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Investment Risk Manager Job Description
Job Description Example
Our company is searching for experienced candidates for the position of investment risk manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for investment risk manager
- Risk manager of the Investment management company (responsible vis a vis the management of the company)
- Liaise with the AMF and the CBI (respectively the French and Irish Regulator)
- Perform periodic risk reviews, ensure that issues are identified and promptly mitigated
- Pricing of OTC derivatives traded by the Funds
- In charge of the maintenance of the risk and valuation procedures and systems
- Continuously develop the Risk platform by enriching systems and processes
- Responsible for the Risk approval of new funds
- Participate to the structuring of the new products (Risk and valuation policy )
- Assist the managers in the day to day operations as escalation contact
- Facilitating discussions between Portfolio Managers and Strategists on different risks in the market, our exposures to them and the implications on the portfolio construction process
Qualifications for investment risk manager
- Investment Controls Committee
- Solid finance, quantitative, technical and communication skills, oversee and guide processes and support teams with higher level direction in a fast-changing environment
- Strong communications skills and presentation skills
- Ability to work independently good team player
- Engineering School Diploma or Master Degree (a specialization in Risk or quantitative finance is a plus)
- Experience in Risk management or pricing of complex derivatives (mainly Equity based) is essential
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Investment Risk Manager Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of investment risk manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment risk manager
- Manage a diverse team of talented Consultants, investing in the development of staff and coaching them to their highest potential
- Lead clients on-boarding projects into our outsourced risk reporting services
- Participate in the coordination of the on-going development and continuous improvement of our proprietary risk reporting solution
- Demonstrate flexibility to the team and act as a team player
- Participate in the identification of growing opportunities, and proactively contribute to the expansion of our Capital Markets Department in specific areas of Risk Management
- Stakeholder management and Program/Project Management including budget management
- Be an effective risk partner to the designated business and coordinate all risk activities, with particular focus on Liquidity, Market and Counterparty risks
- Embed Group-wide risk management frameworks and systems within the business with a particular focus on Liquidity and Counterparty risks
- Risk oversight of and collaboration with Corporate Treasury’s senior management, portfolio managers, and operations personnel to enhance risk management and monitoring of portfolio strategies, identify potential emerging risks
- Develop and enhance the reporting of risk to senior management and the Board of Directors
Qualifications for investment risk manager
- The role will be based in London although travelling to the Paris office will be necessary
- Entrepreneur mind set with a high capacity of adaptation
- Ideally have continental European deal experience
- Fluency in a European language, particularly German or French is a strong preference
- Have 4-5 years experience in Credit risk, Project, Corporate or Structured Finance, Debt Advisory or Investment Banking
- Establishing and maintaining constructive working relationships with internal clients, including the fund management, distribution and marketing teams, technology and operational teams external service providers, such that fixed-income investment risk issues are identified and resolved in an effective and timely manner
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Investment Risk Manager Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of investment risk manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment risk manager
- Assess and monitor the liquidity risk of the portfolio
- Collaborate with global product and client servicing teams to help shape the research, strategy, product development and client consulting across the IRAS product suite
- Understand market requirements for investment analytics business and translate to product requirements
- Utilize financial and technical expertise to build early stage prototyping and proof-of-concepts for new products and product enhancement and translate quantitative methodologies into software requirements
- Apply standard product management practices to existing product portfolios to support strategic product development, road mapping, and prioritization
- Execute strong financial and profitability management - ensure that the products are commercially successful and to ensure capital projects adhere to budgets and benefits are realized from these projects
- Work with Client Servicing groups to optimize the global operating model and ensure that resources are optimally leveraged across the production centers to maximize client satisfaction and commercial product success
- Contribute to internal and external product marketing efforts to support positioning of existing products, new product and feature launches, pricing and targeted sales campaigns
- Support the creation of white papers, discussion papers, client case studies
- Embed appropriate risk management systems and models, Blackrock Solutions (BRS) Green Package (GP) Work closely with the Risk Analytics team to drive best practice in risk management solutions and reporting
Qualifications for investment risk manager
- Fund Regulation knowledge (UCITS, AIFM)
- Risk Metrics or another integrated risk system
- Fluent in English, knowledge of French is desirable
- 5 years’ experience supplemented with industry recognized training and certification in Cyber Risk and Cyber Controls
- Providing oversight of multi-asset investment risk issues across the company, including regular dialogue with and constructive challenge of the investment teams
- Measuring, monitoring and reporting multi-asset investment risk across all multi-asset funds in accordance with agreed limits and investment mandates, and implementing appropriate escalation processes where required
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Investment Risk Manager Job Description
Job Description Example
Our company is hiring for an investment risk manager. 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 manager
- Provide independent challenge ensuring that investment positions and risk being run are consistent with client expectations and risk tolerances
- Reviewing significant market risk events and portfolio performance for their potential impact on investment risk
- Reviewing Counterparty Risk report for breaches of counterparty risk limits
- Reviewing investment risk limits, updating exception reporting, and reviewing risk dashboards
- Reviewing group performance report and initiating discussions or escalations for any significant under- or out-performance
- Coordinating with Lux Fund Risk Team to review liquidity and leverage reports for US Mutual Funds, and prepare reports as needed
- Conferencing call with Argentina and Brazil to review reports and limit monitoring for portfolios managed in those offices
- Analysis of risk positions, preparation of risk reports for the asset class risk committees
- Risk profiling new accounts and funds
- Liquidity and risk reports to product, client service and RFP teams
Qualifications for investment risk manager
- Minimum 5 years experience in robust, production-quality market risk measurement systems or desktop risk measurement applications such as RiskMetrics, Barra, BlackRock Aladdin
- Providing multi-asset investment risk updates to the Head of Investment Risk and key stakeholders as required
- Driving multi-asset risk intelligence including developing bespoke what-if risk scenario analyses and stress tests in the context of the managers' objectives to ensure that managers remain risk-aware as they consider various options, instruments and funds to express and implement their investment strategies
- Presenting the independent multi-asset risk function to clients, and working with clients and distribution teams to establish and maintain appropriate standards of client reporting
- Engaging in regular multi-asset desk-wide analysis pinpointing major changes in risk and associated rationale
- Researching, devising and maintaining a multi-asset liquidity risk framework for cash, trusts, derivative instruments and funds
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Investment Risk Manager Job Description
Job Description Example
Our company is searching for experienced candidates for the position of investment risk manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment risk manager
- Manage AIA’s independent Investment Risk meetings with Fund Managers
- Provide independent portfolio risk management oversight of the investment teams
- Designing, developing and producing management risk reports and memos with targeted senior audiences such as the Investment Planning Committee and the Board Investment Committee
- Interviewing and interacting with Investment Risk Directors, risk oversight managers and subject matter experts to extract compelling ideas
- Leading and managing the development of an array of high-quality content (including memos, presentations, data visualizations, graphics, ) to facilitate risk discussions between Investment Risk and Senior Management/the Board of Directors
- Developing and enhancing the risk reporting strategy and guiding the strategy based on best practices/standards
- Developing and managing relationships for a number of Tier 1 and Tier 2 accounts, acting as a trusted data analytics advisor
- Leading project delivery of such solutions or services
- Bringing business and practical insight in to how clients might use data more effectively to manage risk across their business, both as part of specific projects and as added value to the services we currently provide
- Working across the Firm’s network to develop new insights and offerings based on challenges our clients face and emerging areas of focus
Qualifications for investment risk manager
- Acting as a source of technical expertise on multi-asset investment risk matters
- Contributing, as appropriate, to all new business activities and projects to ensure that key multi-asset investment risk issues are being identified and appropriately resolved
- Producing and analysing regular back-testing and stress-testing for UCITS MA funds as required by the regulator
- Experience in the investment industry, with emphasis on risk monitoring
- Exposure to multi-asset optimization techniques, including mean-variance optimization and scenario-based optimization (non-linear products)
- Familiarity with risk budgeting, decomposition (incremental, marginal risk) and risk factor analysis across a range of investment strategies and investment management