Senior Investment Risk & Performance Analyst – Fixed Income

Barclay Simpson; Greater London; Sur place; GBP 65 000 - 90 000; Plein temps

Résumé du poste

Barclay Simpson is partnering with a specialist investment management firm to recruit a Senior Investment Risk Analyst in London. The role focuses on monitoring risk and performance across emerging markets fixed income portfolios, reporting to the Head of Investment Risk, and supporting risk oversight.

The ideal candidate will combine strong technical risk and performance skills with the ability to engage portfolio managers and investment teams.

Qualifications

• 4–7 years' experience in investment risk, performance analysis or portfolio analytics.
• Strong understanding of fixed income risk and performance drivers.
• Experience with Bloomberg PORT is desirable.
• Ability to communicate effectively with portfolio managers and senior stakeholders.
• Buy-side experience preferred.

Responsabilités

• Monitor investment risk across fixed income portfolios, with a focus on emerging markets debt.
• Analyse portfolio exposures across duration, curve, spread, carry, credit, FX and liquidity risk.
• Produce performance attribution and risk analysis to explain key return drivers.
• Support regular risk reporting for portfolio managers, senior management and investment committees.
• Work closely with investment teams to understand portfolio positioning and challenge risk-taking where appropriate.
• Use Bloomberg PORT and related analytics tools to assess portfolio sensitivities, factor exposures and stress scenarios.
• Help develop and enhance risk reporting, analytics and investment risk frameworks.
• Contribute to ongoing oversight of portfolio limits, guidelines and risk appetite.
• Provide clear, commercially relevant risk insight rather than purely quantitative reporting.

Connaissances

Analytical thinking

Communication with portfolio managers

Attention to detail

Excel

Outils

Bloomberg PORT

Excel

Description du poste

A specialist investment management firm is looking to hire a Senior Investment Risk Analyst to join its investment risk function. The firm has a long-established heritage in active investment management and has continued to broaden its capabilities across fixed income and emerging markets strategies.

This is a newly focused role reporting directly to the Head of Investment Risk, with particular responsibility for supporting risk and performance oversight across emerging markets fixed income portfolios. The position will suit someone who combines strong technical risk and performance skills with the confidence to work closely with portfolio managers and investment teams.

Role Description

The Senior Investment Risk Analyst will be responsible for monitoring, analysing and explaining portfolio risk and performance across fixed income strategies, with a particular focus on emerging markets debt. The role will involve detailed analysis of carry, duration, spread risk, attribution, exposures, concentrations and broader sources of portfolio risk.

Working closely with the Head of Investment Risk and the investment team, the successful candidate will help ensure that portfolio risks are well understood, appropriately challenged and clearly communicated. This will include producing risk and performance analysis, identifying key drivers of return and risk, and supporting discussions with portfolio managers on portfolio construction, positioning and risk-adjusted performance.

The firm uses Bloomberg PORT as a core risk and analytics platform, so experience with Bloomberg PORT or similar fixed income risk systems would be highly beneficial.

Key Responsibilities

• Monitor investment risk across fixed income portfolios, with a focus on emerging markets debt.
• Analyse portfolio exposures across duration, curve, spread, carry, credit, FX and liquidity risk.
• Produce performance attribution and risk analysis to explain key return drivers.
• Support regular risk reporting for portfolio managers, senior management and investment committees.
• Work closely with investment teams to understand portfolio positioning and challenge risk-taking where appropriate.
• Use Bloomberg PORT and related analytics tools to assess portfolio sensitivities, factor exposures and stress scenarios.
• Help develop and enhance risk reporting, analytics and investment risk frameworks.
• Contribute to ongoing oversight of portfolio limits, guidelines and risk appetite.
• Provide clear, commercially relevant risk insight rather than purely quantitative reporting.

Candidate Profile

The successful candidate is likely to have around 4-7 years' experience in investment risk, performance analysis, portfolio analytics or a closely related buy-side function. Prior exposure to fixed income is important, with emerging markets debt experience highly advantageous.

Candidates should be comfortable analysing fixed income portfolios across carry, duration, spread, attribution and broader risk measures. Strong Bloomberg skills are expected, and direct experience using Bloomberg PORT would be particularly relevant.

This role would suit someone who is analytical, detail-oriented and technically capable, but also confident communicating with investment professionals. The firm is looking for someone who can explain risk clearly, challenge constructively and operate as a trusted partner to the investment team.

Experience Required

• 4-7 years' experience in investment risk, performance, portfolio analytics or a related function.
• Strong understanding of fixed income risk and performance drivers.
• Exposure to emerging markets fixed income would be highly desirable.
• Experience analysing duration, carry, spread risk, credit risk, FX risk and attribution.
• Bloomberg PORT experience preferred.
• Strong Excel and analytical skills.
• Ability to communicate effectively with portfolio managers and senior stakeholders.
• Buy-side experience preferred, although relevant sell-side or consultancy experience may also be considered.

Opportunity

This is an excellent opportunity to join a specialist investment manager in a visible role within a small, high-quality investment risk function. The successful candidate will gain direct exposure to senior investment stakeholders and play an important role in supporting the development of fixed income risk and performance oversight across a growing investment platform.