Equity Portfolio Risk Specialist

Job Description:

We are working on an excellent opportunity for someone experienced in investment risk or portfolio management with equities focus, coupled with people leadership experience, to join the Investment Risk team at a leading financial services firm based in Edinburgh.

You will be responsible for providing bespoke investment risk analysis and research that will add value to investment decision making, along with leading and coaching the team.

• Graduate or Postgraduate Calibre.
  
  Degree disciplines - particularly Maths, Sciences, Economics, Finance or Computing are advantageous.


• CFA, or other investment qualifications (IMC, IOC, FRM etc.) are advantages and directly relevant to the role.


• Experience in influencing investment strategy, portfolio construction, and thematic, investment, or portfolio analysis.


• Ability to combine quantitative insights with qualitative concepts to enhance investment processes.


• Proficiency in working with data, with coding knowledge in Python, SQL, etc., and strong Excel skills at the VBA/macro level.


• Experience in originating impactful research and building research contacts and networks.


• Strong analytical skills with attention to detail, capable of synthesising risk-related data and challenging investment teams.


• Effective communication with stakeholders at all levels, building relationships, and collaborating within teams.


• A student mindset focused on continuous learning, process improvement, and delivering high-quality results under strict deadlines.

• Work closely with the investment teams to enhance the use of risk analysis and research, and portfolio construction approaches within the investment process.


• Engage effectively with, and challenge investment teams on portfolio risk characteristics and adding value to the investment process, drawing upon a multi-faceted toolkit for considering, articulating and influencing on risk.


• Produce and present risk reports and further develop understanding of investment risk.
  
  Complement the use of quantitative risk analysis techniques with qualitative insights and challenge on areas such as portfolio construction and strategy.


• Contribute to the creation and curating of a network of third-party researchers and sources of valuable insight, relevant to insightful, multi-faceted risk analysis for Equity portfolios.


• Create and present insightful and value-adding research.


• Assist in maintaining and developing the monthly and quarterly risk monitoring and reporting processes.


• Take responsibility for departmental projects as required.

• A highly competitive salary


• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16035

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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