Portfolio Risk Analyst

Initio Capital; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services firm is seeking a Portfolio Risk Analyst to analyze and manage portfolio-level risk across multiple asset classes. The role involves collaboration with investment teams and requires a Bachelor’s degree in a related field along with a strong understanding of portfolio theory and risk metrics. Ideal candidates will have analytical skills, proficiency in risk modeling tools, and excellent communication abilities. This position offers a dynamic environment with opportunities for professional growth.

Qualifications

• Bachelor’s degree in a related discipline is required.
• Strong understanding of risk metrics and financial markets.
• Experience in investment management or financial analysis is preferred.
• Attention to detail in interpreting complex risk data.

Responsibilities

• Evaluate and monitor risk exposures across portfolios.
• Develop and maintain risk analytics and models.
• Conduct stress testing and scenario analysis.
• Support asset allocation decisions and performance attribution.

Skills

Strong understanding of portfolio theory

Analytical skills

Excellent communication skills

Education

Bachelor’s degree in Finance, Economics, Mathematics, Engineering, or a related discipline

Tools

Risk modeling and portfolio analytics tools

Job description

About This Posting

This job description represents a sample Portfolio Risk Analyst position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with early-career portfolio risk roles. Actual openings vary depending on employer needs.

For more information on the Career Launch AI Talent Network, visit:

https://initiocapital.com/assessment

Position Overview

Portfolio Risk Analysts support investment teams by analyzing, monitoring, and managing portfolio-level risk exposures across multiple asset classes and strategies. These roles involve collaboration with portfolio managers, investment strategists, and senior leadership to ensure effective risk management frameworks are applied and adhered to across portfolios.

Key Responsibilities

• Evaluate and monitor risk exposures across portfolios, focusing on market, credit, liquidity, and concentration risks
• Develop and maintain risk analytics, models, and dashboards for real-time portfolio monitoring
• Conduct stress testing, scenario analysis, and sensitivity testing to evaluate portfolio resilience under various market conditions
• Partner with portfolio managers to assess and mitigate risks associated with new investments and portfolio rebalancing
• Support asset allocation decisions by providing risk-adjusted insights and highlighting risk factors that may impact performance
• Assist with performance attribution and risk-adjusted return analysis to assess portfolio effectiveness
• Prepare detailed risk reports and presentations for senior management and investment committees
• Provide guidance on improving risk modeling and the integration of risk factors into portfolio construction processes
• Ensure compliance with internal risk management policies and regulatory requirements

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Engineering, or a related discipline
• Strong understanding of portfolio theory, risk metrics, and financial markets
• Experience in investment management, risk management, or financial analysis (preferred but not required)
• Proficiency in risk modeling and portfolio analytics tools
• Strong analytical skills with attention to detail in interpreting complex risk data
• Excellent written and verbal communication skills, with the ability to convey complex risk data to non-specialist stakeholders
• An interest in global markets, investment strategies, and risk-aware portfolio management

About the Career Launch AI Talent Network

The Career Launch AI Talent Network provides job seekers with tools and resources to pursue opportunities similar to this role. Support may include:

• Skills-based role matching
• Assistance with resume customization
• General guidance on outreach to hiring teams
• Interview preparation for risk management, portfolio analysis, and strategy-focused assessments

To learn more or express interest in portfolio risk and investment management roles, visit:

https://initiocapital.com/assessment

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