Strategic Investment Risk & Performance Analyst

Benchmark Capital Limited; Horsham; In loco; GBP 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

Benchmark Capital Limited, based in Horsham, seeks an Investment Risk & Performance Analyst to oversee risk and portfolio performance across investment propositions, model portfolios, and managed services with independent oversight from portfolio management.

The role emphasizes analytical rigor, market knowledge, and collaboration with Portfolio Managers, Risk and Compliance teams to strengthen governance, reporting, and client outcomes.

Competenze

• Experience in 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.

Mansioni

• 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.
• 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.
• 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.
• 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.
• 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.

Conoscenze

Analytical mindset

Quantitative skills

Communication skills

Attention to detail

Strumenti

Excel

Bloomberg

Morningstar

FactSet

Aladdin

FE Analytics

Descrizione del lavoro

Benchmark Capital Limited, based in Horsham, seeks an Investment Risk & Performance Analyst to oversee risk and portfolio performance across investment propositions, model portfolios, and managed services with independent oversight from portfolio management.

The role emphasizes analytical rigor, market knowledge, and collaboration with Portfolio Managers, Risk and Compliance teams to strengthen governance, reporting, and client outcomes.