Portfolio Risk Analyst , Investment Monitoring , Wealth Management
Core
Monitor portfolio risk and investment adherence to mandates and regulatory requirements for retail investors.
Role type
Portfolio Risk Analyst (Investment Monitoring)
Builds
Portfolio Risk monitoring processes and Management Information (MI) reports
Domain
Wealth Management / Investment Management
Deliverable
dashboards & analysis
Required skills
Multi-asset class monitoring, Investment risk analysis, Mandate adherence, Regulatory compliance, Breach resolution, Advanced Excel, Bloomberg/Morningstar tools
Responsibilities
Conduct pre-planned assurance work and ad hoc queries on portfolio risk, Support design and upkeep of risk monitoring processes, Produce MI to demonstrate client outcomes, Resolve breaches of client mandates, Collaborate with Front Office Investment Managers on risk initiatives