Senior Manager – Investment & Market Risk – BFSI Talent Leads HR Solutions

The Corporate Institute; Mumbai; On-site; INR 1,800,000 - 2,600,000; Full time

Job summary

The Corporate Institute in Mumbai is seeking a seasoned Investment Risk professional to lead policy formulation, risk modelling and governance across funds and portfolios. You will drive performance attribution for funds, monitor liquidity, and uphold regulatory standards.

You will collaborate with investment teams, conduct stress tests, and report to committees, using tools like Bloomberg, FACTSET and Barra. Strong communication and analytical skills are essential for success.

Qualifications

• Strong analytical skills with experience in risk modelling, quantitative analysis and stress testing.
• Excellent communication skills to convey complex risk information to non-technical stakeholders.
• Familiarity with risk management software such as Bloomberg, FACTSET and Barra; proficient in Excel/PowerPoint.
• Understanding of regulatory frameworks like SEBI, Mutual Funds, Brokers and Company Act.

Responsibilities

• Formulate and review risk/investment policies (Investment risk, Investment, Valuation).
• Conduct performance attribution for mutual funds, SIF, PMS, AIF and offshore funds; benchmark comparisons.
• Measure key risk metrics: Relative VaR, Tracking Error, Information ratio, Duration, Scenario analysis.
• Monitor liquidity risk across schemes and portfolios against internal models.
• Support development of investment risk framework and risk appetite statements.

Skills

Strong analytical skills

Excellent communication

Presentation skills

Report writing

Regulatory knowledge

Tools

Bloomberg

FACTSET

Barra

MS-Excel

MS-Word

PowerPoint

Job description

Responsibilities:

• You will be responsible for formulation and review of various risk and investment related policies such as Investment risk policy, Investment policy, Valuation policy etc.
• Performance and attribution analysis for Mutual fund schemes, Specialized Investment Funds (SIF), PMS, Alternate Investment Fund (AIF) and offshore funds which includes measuring return performance vs Peers, Benchmark etc.
• Measure and analyze key risk metrics such as Relative VaR, Factor exposure, Tracking Error, Active share, Information ratio, Duration, and Scenario analysis.
• Monitor investment risk exposures across asset classes including equities, fixed income, credit, derivatives, commodities, and alternative investments.
• Monitor liquidity risk at scheme and portfolio level vis-a-vis internally defined and approved liquidity model.
• Support development and maintenance of the firm’s investment risk framework and risk appetite statement.
• Define, implement, and monitor investment risk limits regulatory as well as internal through systemic controls.
• Liaising with investment team to resolve day-to-day queries related to investment restriction.
• Conduct stress testing on all equity, debt and hybrid schemes based on predefined parameters on a regular basis.
• Preparing agenda and minutes for various committees like Investment Committee, Risk Management Committee.
• Liaising with various internal stakeholders, auditors.

Knowledge, Skills, Competencies, and Certifications:

• Strong analytical skills, with experience in using risk models, quantitative analysis, and stress testing.
• Excellent communication skills with the ability to convey complex risk information clearly to non-technical stakeholders.
• Proficiency in risk management software and tools like Bloomberg, FACTSET, Barra etc.
• Presentation Skills.
• Report Writing & Documentation.
• Sound Knowledge on Key Regulations: SEBI, Brokers, Mutual Funds, Company Act etc.
• Proficiency in MS- Excel, Word and Power point etc.