Risk Manager & Analytics (Investments)

Aquarius Specialist Recruitment; Cape Town; On-site; ZAR 500,000 - 700,000; Full time

Job summary

A leading company in the financial sector seeks a dedicated Investment Risk Analyst to provide effective risk management and performance attribution services. You will play a vital role in data analysis, compliance monitoring, and enhancing investment reporting processes, contributing to the team's success. This position promises growth in a stimulating environment focused on maintaining high investment standards.

Qualifications

• Relevant degree required; post-graduate preferred.
• Experience in investment risk management is advantageous.
• Ability to learn quickly and grow in the role.

Responsibilities

• Conduct investment risk analysis and reporting.
• Perform quantitative analysis relevant to investment functions.
• Ensure compliance with investment mandates and regulations.

Skills

Analytical

Numerate

Communication

Problem Solving

Initiative

Education

Post-graduate qualification in quants, math, stats, risk management, computer science, actuarial, finance, economics

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Microsoft Outlook

SQL

Python

R

C#

Job description

JOB DESCRIPTION | KEY PURPOSE

Provide efficient and effective investment risk management and performance attribution services on all portfolios to the investment team and clients.

Provide investment data / information, quantitative analyses, and other related support services to all areas within the Investment Management business (including business development and client reporting).

Provide meaningful risk analysis and input, and sound data analyses / tics, to support and add value to portfolio managers and investment analysts.

Ensure effective investment compliance and controls are in place, as well as effective processes to duly monitor these.

Keep abreast of developments in the Investment Risk Management, Data Analytics and related spaces to enable continuing enhancements to risk and performance analyses and processes.

Play a key role in ensuring automation / systemisation of investment risk and performance attribution processes and reports.

Able to learn quickly, and grow capability and skills in the area to take on responsibilities and thus competently and effectively support the Head of Investment Risk & Analytics.

RESPONSIBILITIES

1. Investment risk analysis and reporting.
2. Performance measurement, attribution analysis and reporting.
3. Investment, mandate and trade compliance and monitoring.
4. Ensure effective investment risk controls and limits are in place; and the processes / procedures in monitoring of these.
5. Quantitative analysis relevant to function and as requested by the Risk manager, Chief Risk Officer, other team members and clients.
6. The preparation of relevant reports, presentations, etc. for the weekly Investment Risk and Portfolio Review Committee Meetings.
7. Maintenance and efficient use of risk and performance support systems (e.g., investment administration and control systems).
8. Effective compilation and maintenance of composite portfolios for performance, survey and GIPS purposes.
9. Ensure GIPS composites are implemented in line with the intended business requirements.
10. Monitor and ensure compliance with all investment mandates, applicable regulations and legislation, and internal limits and guidelines.
11. Effectively liaise and respond to requests from internal clients and third parties for relevant risk and performance information requests, etc.
12. Monitoring of portfolio alignment to proactively raise consistency issues and avoid performance dispersion.
13. Monitor portfolio exposures, risk and liquidity limits, concentration risks, etc.
14. Support other areas requiring risk and performance measurement / attribution and monitoring services (e.g., client report-backs and new business pitches).
15. Keep abreast of market index and benchmark changes, assessing and reviewing likely impact.
16. Take initiative in new ideas, methodologies and analytics related to investment risk, performance and portfolio analysis to remain at the cutting edge.
17. Review post-trade compliance reports to ensure no breaches.
18. Support with ensuring the regular review and updating of all Risk policies.
19. Assist in maintaining / drafting clear but succinct processes / procedures of all key activities / functions performed by the area (a manual).

KEY SKILLS AND COMPETENCIES

• Passion for and thriving in an investment environment, especially using / applying quants and portfolio and related risk analyses to add value to PMs.
• Committed to a career and growth in this space primarily, but also in broader investment management and related fields.
• Analytical and numerate.
• Understanding of or relevant exposure to portfolio quants and techniques is advantageous.
• Grasps concepts and methodologies easily.
• Lateral and forward thinker.
• Reliable, honest, and a person of integrity.
• Dedicated, conscientious, diligent.
• Dynamic yet disciplined.
• Assertive but a team player (cooperative and supportive).
• Takes initiative (self-starter) yet operates within the investment framework and processes.
• Enjoys an entrepreneurial, transparent and supportive work environment.
• Embraces challenges and resolving these.
• Good communicator: writing and speaking.
• Ability to work under pressure from time to time.

DESIRABLE EDUCATION

• A relevant degree, preferably a post-graduate qualification (Honours and / or Masters) in quants, math, stats, risk management, computer science, actuarial, finance, economics, etc.
• Relevant prior experience is preferred.

COMPUTER SKILLS

• Required: Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook.
• Advantageous: Knowledge of industry-related software / systems, databases (e.g., SQL queries and scripting), and programming languages such as Python, R, or C#.

To apply for this role please send your CV and supporting documentation to [application email or process].