Investment Risk Manager

Job Description:

Our client, a leading investment management firm in Edinburgh, is recruiting an Investment Risk Manager to give independent, experienced insight, oversight and constructive challenge on investment risk and portfolio construction.

You will lead risk engagement with a group of investment strategies, produce research and bespoke analysis that adds value to the investment process, and help improve the team's analytical tools.

You will also explain risk clearly to investors, colleagues, clients and governance forums, with the aim of improving decision-making and outcomes for clients.

The role is a certified role, so regulatory fitness and propriety checks will apply.

Essential Skills/Experience:

• A substantial track record in investment risk, investment or portfolio analysis, portfolio construction, quantitative research or a closely related investment discipline.


• Experience engaging with, influencing and constructively challenging senior investment decision-makers, with the credibility and independence of thought to hold a view under pressure.


• A record of combining quantitative insight with qualitative judgement to influence investment processes and outcomes.


• Strong Python and SQL (or close equivalents), and comfort working with large datasets


• Practical experience using AI tools.


• Experience producing research that influences sophisticated audiences.


• Sound knowledge of financial mathematics, portfolio theory, company fundamentals and financial statements.


• A relevant graduate or postgraduate qualification, particularly in an analytical discipline.


• The full IMC, or the ability to complete it within 12 months.


• An independent thinker who communicates with constructive candour and takes a practical, solutions-focused approach.


• Good judgement, including an understanding of the limits of models and AI.


• Clear communication with a wide range of audiences, from portfolio managers and boards to clients.


• Curiosity, a drive to keep learning and a focus on improving processes and tools.


• Direct investment experience would be an advantage.


• Experience with factor risk models, scenario analysis and performance attribution would be an advantage.


• Line management, mentoring or analyst development experience would be an advantage.

Core Responsibilities:

• Lead independent oversight, insight and constructive challenge for a group of investment.
  
  strategies, working directly with investment teams on portfolio risk and portfolio construction.


• Produce and present risk reporting, analysis and bespoke research that is insightful and useful for decisions.


• Lead research on portfolio construction, thematic and emerging risks and market behaviour.


• Lead and contribute to projects that improve the team's analytical tools and automation.


• Prepare and present material for investment risk discussions with investment teams, committees, boards and governance forums, raising and tracking risk actions and escalating concerns in a timely way.


• Communicate investment risk to a broad range of stakeholders, including training and client meetings.


• Mentor and develop analysts, and manage team members where delegated.

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Core-Asset Consulting Limited.

Registered in Scotland, company number SC282072.

Registered office: 37 Melville Street, Edinburgh, EH3 7JF.