Portfolio Risk & Controls Strategist

Initio Capital; New York (NY); Hybrid; USD 140,000 - 185,000; Full time

Job summary

Initio Capital is looking for a Portfolio Risk & Controls Analyst based in New York. This hybrid role involves portfolio-wide risk monitoring and controls management crucial for investment firms.

The ideal candidate has a bachelor's degree in finance or related fields, strong analytical skills, and prior experience in investment banking or risk management. The position offers total compensation ranging from $140,000 to $185,000, depending on experience.

Qualifications

• Strong understanding of financial statements, leverage, cash flow, and risk drivers.
• Experience with scenario or sensitivity analysis preferred.
• Familiarity with controls, compliance, or governance concepts is a plus.

Responsibilities

• Monitor financial, operational, liquidity, and covenant-related risks.
• Support development of portfolio risk frameworks and control processes.
• Perform sensitivity, downside, and stress-testing analyses.

Skills

Strong Excel and financial analysis skills

High attention to detail and strong analytical judgment

Ability to communicate risk clearly

Ownership mindset with strong follow-through

Education

Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field

Job description

Initio Capital is looking for a Portfolio Risk & Controls Analyst based in New York. This hybrid role involves portfolio-wide risk monitoring and controls management crucial for investment firms.

The ideal candidate has a bachelor's degree in finance or related fields, strong analytical skills, and prior experience in investment banking or risk management. The position offers total compensation ranging from $140,000 to $185,000, depending on experience.