Investment Performance & Risk Manager
Core
Leading investment performance and risk function for Handelsbanken Wealth & Asset Management, providing oversight of portfolio risk, performance measurement, and investment analytics.
Role type
Senior IC Investment Performance & Risk Manager
Builds
Robust reporting and governance processes, investment data systems, and risk analytics capabilities
Domain
Wealth Management / Asset Management
Required skills
Portfolio risk oversight, performance measurement, investment analytics, strategic asset allocation, team leadership, regulatory compliance, data automation, stakeholder management
Preferred skills
Python, SQL, PowerBI, investment management tools (FactSet, Bloomberg, Morningstar, Style Analytics)
Technologies
FactSet, Bloomberg, Morningstar, Style Analytics, Python, SQL, PowerBI, Excel
Responsibilities
Lead the Performance and Risk function for Handelsbanken Wealth 1LoD investment team; Chair Monthly 1:1 meetings with portfolio managers to review performance and risk metrics; Construct and optimize portfolios through Strategic Asset Allocation (SAA) process; Manage the Investment Performance & Risk Associate (1 direct report); Present to internal committees including the Investment Oversight Committee (IOC); Ensure accurate modeling of instruments within FactSet; Work with project managers to improve process efficiency.
Seniority
Senior, hands-on IC with team leadership