Investment Risk Specialist

Staff Financial Group; New York (NY); Hybrid; USD 145,000 - 179,000; Full time

Job summary

An established industry player is looking for an experienced Investment Risk Specialist to enhance its investment risk management framework. This exciting opportunity involves measuring and reporting investment risks, managing concentration limits, and developing risk analytics for various investment strategies. The role offers a hybrid work schedule, allowing for a blend of in-office collaboration and remote work flexibility. Join a dynamic global organization committed to innovative risk management solutions and contribute to the financial security of clients worldwide. If you're passionate about investment risk and ready to make an impact, this role is for you!

Benefits

Health programs

Incentives

401k contributions

Short-Term Incentive bonus

Qualifications

• 8+ years of experience in investment risk management or portfolio management.
• Strong knowledge of risk assessment tools and ALM modeling.

Responsibilities

• Develop risk management analytics for private credit and alternative investments.
• Oversee investment risk policies and ensure compliance across units.

Skills

Investment Risk Management

Portfolio Management

Risk Assessment Tools

Analytical Skills

Communication Skills

Collaboration Skills

Education

Bachelor's degree in finance, accounting, mathematics, or engineering

CFA certification or equivalent

Tools

ALM modeling

VaR and scenario-based analysis

Job description

Investment Risk Specialist

Who: A leading global life insurance company is seeking an experienced Investment Risk Specialist to enhance its investment risk management framework.

What: This role involves measuring and reporting investment risks, managing investment concentration limits, and developing risk analytics for private credit strategies, securitized assets, and alternative investments.

When: Hiring immediately, with a hybrid work schedule requiring 2-3 days per week in the office.

Where: West Chester, PA or New York City, NY.

Why: Join a dynamic global organization committed to financial security and innovative risk management solutions.

Office Environment: Hybrid work model with a collaborative and high-performing team.

Salary: $145,900 - $178,300 (NYC market base salary range) plus 15%-20% Short-Term Incentive (STI) bonus and a comprehensive benefits package, including health programs, incentives, and 401k contributions.

Position Overview:

The Investment Risk Specialist will report to the Head of Investment Risk and play a critical role in monitoring and strengthening investment risk practices across a global portfolio. The role focuses on concentration limits, private credit risk analytics, and policy enforcement.

Key Responsibilities:

• Develop and enhance risk management analytics for private credit, securitized assets, and alternative investments.
• Establish processes for investment concentration limits and aggregate risk management.
• Oversee investment risk policies and ensure compliance across global business units.
• Coordinate investment risk reporting and platform-wide risk reviews.
• Work closely with investment management teams and external managers to assess and monitor portfolio risk.
• Provide risk insights and recommendations to senior leadership.
• Utilize advanced risk assessment methodologies to evaluate potential investment threats.

Qualifications:

• Bachelor's degree in finance, accounting, mathematics, engineering, or related field.
• CFA certification or equivalent preferred.
• 8+ years of experience in investment risk management, portfolio management, or a related field.
• Strong knowledge of risk assessment tools, ALM modeling, and risk metrics like VaR and scenario-based analysis.
• Expertise in private credit, structured finance, and alternative investments.
• Experience with international insurance regulations and multi-geography risk frameworks.
• Strong analytical, communication, and collaboration skills.

If you’re interested in this opportunity or would like to discuss your qualifications, apply now!