Equity Risk Analyst

Ivz; New York (NY); On-site; USD 130,000 - 135,000; Full time

Job summary

A leading financial services firm in New York City seeks an Investment Risk Analyst to manage and assess risks related to Equity portfolios. You will collaborate with investment teams, develop risk analytics, and contribute to portfolio risk management strategies. Ideal candidates have a quantitative degree, relevant certifications such as CFA or FRM, and strong programming skills in Python or R. The role offers a salary range of $130,000 - $135,000 annually.

Qualifications

• 5 years of financial industry experience and 3 years of risk analysis experience are desirable.
• Demonstrated successful tenure as quant analyst at prior asset management firm.
• Ability to conduct research directed by senior members of the team.

Responsibilities

• Partner with investment teams to enhance understanding of risk exposures.
• Monitor risk thresholds for covered investment centers.
• Develop tools and analytics that highlight drivers of portfolio risk.

Skills

Quantitative analysis

Financial modeling

Risk assessment

Programming in Python

Programming in R

Education

Undergraduate/Graduate degree in quantitative discipline

Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) designation

Tools

Bloomberg

RiskMetrics

FactSet

BARRA

Job description

Investment Risk Analyst

The Equity Risk team identifies, assesses, mitigates and monitors risks that may impact the firm’s ability to meet its objectives.

The responsibilities of the Investment Risk Analyst include understanding, monitoring and anticipating the risks of Equity portfolios, engaging investment teams / senior management / internal committees to ensure risks are fully assessed and understood, undertaking quantitative projects to analyze portfolio risk and enhance portfolio construction, and helping shape the direction of the risk oversight process.

Responsibilities

• Partner with investment teams to enhance their understanding of risk exposures and deliver superior insight into portfolio construction process
• Partner with other business units and actively participate in portfolio review process with CIO and PMs
• Monitor risk thresholds and alerts for covered investment centers
• Undertake quant projects regarding portfolio construction, portfolio style or other relevant topics and generate clear, articulate and actionable analysis for relevant stakeholders
• Engage the technology group in support of furthering the quality, structure and use of risk data throughout the organization and to facilitate the delivery of state‑of‑the‑art risk analytics and risk models
• Develop first‑class tools and analytics that highlight drivers of portfolio risk, factor exposures, areas of portfolio concentration etc.
• Develop and maintain knowledge of financial markets, securities, general investment themes and regulatory issues in order to bring an informed perspective to the risk management processes

Requirements

• Undergraduate / Graduate degree in a quantitative discipline (Statistics, Econometrics, Mathematics, Finance etc.)
• Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) designation is desirable
• 5 years financial industry experience and 3 years risk analysis experience are desirable
• Demonstrated successful tenure as quant analyst individual at prior asset management firm
• Experience of fundamentally managed equity portfolios and portfolio managers
• Experience with commercial data and analytics vendors (BARRA, RiskMetrics, Bloomberg, FactSet)
• Good programming skills in Python or R is key
• Ability to conduct research directed by senior members of the team and to balance multiple projects concurrently

The salary range for this position in New York City is $130,000 - $135,000 / year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non‑discrimination in employment.