Investment Risk Performance Analyst

What you'll do

Investment Risk Analysis

• Monitor portfolio exposures across market, liquidity, concentration, currency, and counterparty risks.
• Conduct portfolio risk assessments, stress testing, and scenario analysis.
• Review portfolio positioning against investment objectives and risk tolerances.
• Identify emerging investment risks and support the development of mitigation strategies.
• Support the enhancement of investment risk methodologies and monitoring frameworks.
• Prepare risk reporting for Investment Governance Committees and senior stakeholders.

Performance Analytics & Attribution

• Produce portfolio performance, contribution, and attribution analysis.
• Analyse portfolio returns against benchmarks, objectives, and peer groups.
• Investigate the key drivers of performance and risk-adjusted returns.
• Support the production of investment committee papers and management information.
• Provide meaningful insight into portfolio construction and investment outcomes.

Governance & Oversight

• Monitor adherence to investment mandates, portfolio guidelines, and risk limits.
• Investigate and report on investment risk exceptions and breaches.
• Support governance activities, committee reporting, and regulatory oversight.
• Maintain risk registers, documentation, and management information.
• Contribute to the ongoing development of investment governance and control frameworks.

Data & Systems

• Use investment risk and portfolio analytics systems to support monitoring and reporting activities.
• Assist with the development of automated reporting and analytical dashboards.
• Conduct data validation and quality assurance reviews.
• Support enhancements to analytical tools, reporting capabilities, and monitoring frameworks.

Stakeholder Engagement

• Work closely with Portfolio Managers, Investment Research, Operations, Risk, and Compliance teams.
• Present analysis and findings to internal stakeholders.
• Support product development and investment proposition reviews.
• Help meet regulatory, governance, and Consumer Duty requirements through robust risk and performance oversight.

The knowledge, experience and qualifications you need

• Experience within investment management, wealth management, asset management, or investment consulting.
• Strong understanding of portfolio construction, asset allocation, and investment products.
• Knowledge of investment risk management principles and methodologies.
• Experience producing investment risk analysis, performance reporting, or investment analytics.
• Strong analytical and quantitative skills.
• Ability to interpret portfolio, market, and performance data.
• Advanced Microsoft Excel skills.
• Excellent communication and stakeholder management skills.
• High attention to detail with a structured and methodical approach.

Desirable

• Experience supporting managed portfolio services, model portfolios, or discretionary investment management.
• Knowledge of FCA regulations, Consumer Duty, and investment governance frameworks.
• Experience using investment analytics platforms such as Bloomberg, Morningstar, FactSet, Aladdin, or FE Analytics.
• Understanding of performance attribution methodologies and risk modelling techniques.
• Experience supporting investment committees and governance forums.
• Understanding of first and second line risk management frameworks.

What You'll Be Like

• Naturally analytical and intellectually curious.
• Passionate about investing and financial markets.
• Commercially aware with strong problem-solving skills.
• Comfortable working with large and complex datasets.
• Able to communicate technical concepts clearly to a range of audiences.
• Collaborative, organised, and relationship-focused.
• Committed to delivering fair client outcomes and maintaining high professional standards.