Senior Investment Performance & Risk Lead

Handelsbanken plc; Greater London; Hybrid; GBP 90,000 - 130,000; Full time

Job summary

Handelsbanken plc in the UK is recruiting an Investment Performance and Risk Manager to lead the performance measurement, risk analytics and governance across Handelsbanken Wealth & Asset Management. You will partner with portfolio managers and senior stakeholders to challenge decisions and deliver insightful analysis.

You will oversee data, systems and reporting, lead a small team, and drive improvements in risk and performance data, using tools like FactSet, Bloomberg and Python where relevant.

Responsibilities

• Lead the Performance and Risk function for Handelsbanken Wealth 1LoD, investment team and be responsible for all aspects of performance measurement and risk analytics.
• Work closely with HACD and the second line Risk and Compliance teams to ensure regulations, controls and guidance are adhered to.
• Support the Investment team by utilising FactSet, Bloomberg, Morningstar and Style Analytics, both operationally and using the analytical capabilities to be able to benefit the business.
• Challenge asset allocation and stock selection decisions made by Investment Directors, and Investment Managers. Chair Monthly 1:1 meetings with portfolio managers alongside the Chief Investment Officer to review portfolio performance & evaluate risk metrics across the strategies.
• Construct and optimise portfolios, through an in-depth Strategic Asset Allocation (SAA) process, ensuring that risks are adequately captured and ensuring that the Investment Team are fully aware of the implications of their decisions.
• Be technically able to use databases and other sources to create and automate regular requests and reviews.
• Be comfortable enough to present to internal committees, Investment Oversight Committee (IOC).
• Manage the Investment Performance & Risk Associate, 1 direct report.
• Manage the sign off of monthly and quarterly reports, and factsheets.
• Use investment management tools, excel and FactSet to provide accurate and timely reporting both internally and externally. Eg VaR, Stress testing, Attribution & Contribution reports
• Respond to ad-hoc data requests accurately, efficiently and effectively.
• Prepare analysis and present data, challenges and observations at Quarterly Review Meetings.
• Ensure that all instruments are able to be modelled accurately within FactSet and ensure all technical and data requirements are adequately covered.
• Work with project managers and developers to ensure the continued improvement on efficiency within Handelsbanken Wealth & Asset Management's processes.
• Working knowledge of Python, SQL and PowerBi is preferred but not all essential.
• Work with potential new partners on risk/performance matters in order to provide robust risk management and performance evaluation.

Skills

Python

SQL

Power BI

Tools

FactSet

Bloomberg

Morningstar

Style Analytics

Excel

Job description

Handelsbanken plc in the UK is recruiting an Investment Performance and Risk Manager to lead the performance measurement, risk analytics and governance across Handelsbanken Wealth & Asset Management. You will partner with portfolio managers and senior stakeholders to challenge decisions and deliver insightful analysis.

You will oversee data, systems and reporting, lead a small team, and drive improvements in risk and performance data, using tools like FactSet, Bloomberg and Python where relevant.