Risk, Performance & Attribution Consultant - Officer

CFA Institute; Burlington (VT); On-site; USD 70,000 - 118,750; Full time

Benefits offered by this job

401K retirement savings plan

Medical insurance

Dental insurance

Vision insurance

Paid time off

Job summary

CFA Institute is looking for a Risk, Performance & Attribution Consultant - PMAR Specialist in Burlington, Vermont. You will lead and contribute to CRIMS implementations, ensuring that customer requirements are met and that they can operate the solutions post-implementation.

Suitable candidates will have proven experience in risk solutions and investment management software, along with strong analytical skills. This role involves significant customer interaction, requiring excellent communication and problem-solving abilities. Competitive salary and comprehensive benefits package offered.

Qualifications

• Proven experience implementing mission-critical risk solutions.
• Hands-on experience with investment management software.
• Ability to work with cross-functional teams on risk and attribution projects.

Responsibilities

• Lead or contribute to performance and risk implementations.
• Analyze customer requirements and deliver tailored solutions.
• Conduct presentations and execute proof-of-concept projects.

Skills

Implementation of risk solutions

Investment management software

SQL knowledge

FIX protocol

Crystal Reports

Customer service skills

Time management

Problem-solving skills

Risk analytics

Scenario analysis

Portfolio optimization

Regulatory risk reporting

Education

Degree in Finance, Economics, Engineering, or Computer Science

CFA/FRM certification

Tools

Investment management software

SQL

Crystal Reports

Job description

Risk, Performance & Attribution Consultant - PMAR Specialist

Overview
PMAR Specialists lead or directly contribute to CRIMS implementations, analyzing and evaluating requirements while providing product expertise and guidance throughout the implementation project. They ensure the solutions developed by Charles River meet the customers' business needs and that the customer is prepared to assume ownership and operate the solution after go-live.

Responsibilities

• Lead or contribute to CRIMS performance and risk implementations for clients.
• Analyze customer requirements and deliver tailored solutions.
• Conduct presentations and execute proof-of-concept projects.
• Educate customers on CRIMS methodologies and advise on best practices.
• Monitor requirements for enhancements and communicate product improvements.
• Contribute to software quality by reporting defects and validating fixes.
• Assist the Professional Services team and share best practices.
• Capture performance, attribution, and risk requirements for new implementations by interacting with Portfolio Managers, Investment, Risk, and Performance teams.
• Document end-to-end Alpha solution design addressing PMAR workflows.
• Apply working knowledge of transaction‑based performance calculations, equity, fixed income, and factor attribution.
• Apply GIPS/Composite Management, historical conversion, restatement, and benchmark workflows.
• Apply multi‑asset‑class support for single‑security analytics, including equity, fixed income, derivatives, and commodities.
• Implement equity, fixed income, and multi‑asset‑class risk factor models (MSCI, Northfield, Axioma).
• Conduct factor attribution, econometric, factor scenario analysis, and stress testing.
• Manage VaR/Tail Risk, Ex‑Post Risk, Portfolio Optimization, Liquidity Risk, Regulatory Risk, and regime/trend analysis.
• Perform risk compliance monitoring and design operational controls.

Skills & Experience

• Proven experience implementing mission‑critical risk solutions.
• Hands‑on experience with investment management software.
• Knowledge of SQL, FIX protocol, and Crystal Reports.
• Strong customer service, time management, and problem‑solving skills.
• Experience with risk analytics job scheduling and troubleshooting.
• Ability to work with cross‑functional teams on risk and attribution projects.
• Expertise in risk analytics, scenario analysis, portfolio optimization, and regulatory risk reporting.

Preferred Qualifications

• FRM, CIPM, and/or CFA certification.
• Experience supporting risk analytics and attribution solutions for global clients.
• Familiarity with liquidity risk, regulatory risk, and risk compliance monitoring.

Education & Travel

• Degree in Finance, Economics, Engineering, or Computer Science; CFA/FRM is a plus.
• Willingness to travel 30%‑50%.

Salary Range

$70,000 - $118,750 Annual

Benefits

Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long‑term disability, and other optional additional coverages; paid‑time off including vacation, sick leave, short‑term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance‑based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax‑advantaged savings plans.

Equal Opportunity Employer

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.