Portfolio Risk Analyst Job Description
Portfolio risk analyst
provides analytics and support to Market Risk leadership on current market risk strategies with respect to market data usage and location strategy with clear focus on improving efficiency.
Portfolio Risk Analyst Duties & Responsibilities
To write an effective portfolio risk analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included portfolio risk analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Analyze VaR and P&L data for multiple cuts of the trading portfolio
Under the supervision of senior staff conduct gather/map/model data, and resolve data errors
Measure portfolio risk metrics such as VaR (incl
The role will be responsible for the preparation & analysis of Risk reports for Capital UK
The role would be expected to support the Risk Portfolio Manager in the formal planning cycles (Blueprint, Stress tests ) for short range outlooks, specific industry analysis
Assist in the sourcing of risk data and analytics from various business units HQ based teams
Perform various administrative duties to ensure the proper functioning of the team
1 to 3 proposals per week
Involvement in projects to improve risk capture and reporting, working with other groups like Product Control, IT, Trading
Research trends across sectors and markets, based upon direction provided by senior professionals in Risk, to provide insights on how changing dynamics may influence the Company’s measurement, management or evaluation of risk in the portfolios
Portfolio Risk Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Portfolio Risk Analyst
List any licenses or certifications required by the position: FRM, CFA, PRM, MBA, CAIA, ACFE
Education for Portfolio Risk Analyst
Typically a job would require a certain level of education.
Employers hiring for the portfolio risk analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Economics, Statistics, Mathematics, Finance, Engineering, Business, Computer Science, Accounting, Physics, Graduate
Skills for Portfolio Risk Analyst
Desired skills for portfolio risk analyst include:
Investment processes
Products
Trading strategies
Market characteristics
Risk measurement methodologies with respect to market risk
Bloomberg
Data Stream
Leverage ratio
Counterparty/issuer risk
SQL
Desired experience for portfolio risk analyst includes:
Professionally qualified (CIMA, ACA, ACCA ) or studying towards same or recent relevant degree
Corporate credit generalist sought, no industry specialization required
1-3 years of prior work experience, prior fundamental analysis experience required, credit experience is preferred
Advanced data management skills including familiarity with Microsoft Excel required
MS Office skills required, VBA experience is a plus
Credit facility
Portfolio Risk Analyst Examples
1
Portfolio Risk Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of portfolio risk analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for portfolio risk analyst
- Advise key investment decision makers
- Assist decision makers understand what is driving the markets and how those drivers are impacting portfolios
- Understand global markets
- If necessary, establish and maintain relationships with internal customers
- Support for internal / external regulatory and credit-relevant inquiries, projects and audit processes the management of small projects
- Ensures the escalation of operational, regulatory and other risks to the line manager and manager function depending on the situation
- The role will support the preparation & analysis of Risk reports for Capital UK business segments
- Design/develop/improve existing quantitative models/tools to help monitor and manage risk explain performance
- Review Investment Policy Statements/Mandates for new and existing Institutional clients and PH&N Funds
- Create and update monthly compliance reports based on the Investment Policy Statements/Mandates
Qualifications for portfolio risk analyst
- A Master’s degree in a quantitative subject (such as Math/Statistics, Financial Engineering, Computer Science, and/or Economics)
- CFA,MBA or FRM/PRM certification is also desired
- Strong analytical and research capabilities communication skills are necessary as this person should be able to translate quantitative data into meaningful interpretation for fundamental equity managers
- Monitor client and PH&N fund guidelines and restrictions daily and report breaches to the Portfolio Managers, Traders (if applicable) and Compliance Department
- Maintain and Monitor a list of restricted securities due to ownership reasons or insider information and ensure restricted securities are reflected in appropriate systems
- Ensure appropriate processes in place to have on file available client information applicable to portfolio compliance
2
Portfolio Risk Analyst Job Description
Job Description Example
Our growing company is looking for a portfolio risk analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for portfolio risk analyst
- Other projects and ad-hoc requests related to investment mandates or Institutional related processes and information as applicable
- Provide effective technology face off in the region to the business on all items related to the Regulatory, Compliance, Risk and Audit agenda, focussed on significant exceptions, escalations, and decision points
- Manage and maintain successful relationships with Global T|CO, Regional Compliance in EMEA and the EMEA Audit organisations
- Establish and execute appropriate management controls (governance) to ensure that Compliance, Risk and Audit requirements are delivered for the region
- Could put the firm in breach of any Compliance, Regulatory and/or Audit regulations
- Threaten the stability, security, maintainability and/or resiliency of the technology assets
- May lead to reputational damage
- Could result in failure to meet service and/or operational level agreements
- Deliver on the regional Systemic Risk agenda for the region from a technology perspective
- Keep the business safe
Qualifications for portfolio risk analyst
- Compliance to policy
- Suitability and currency of technology being used
- Asset/service design
- Processes/tools used
- Organisational capability
- Commercial arrangement suitability
3
Portfolio Risk Analyst Job Description
Job Description Example
Our company is searching for experienced candidates for the position of portfolio risk analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for portfolio risk analyst
- Analysis – Analyze portfolio and operational area performance
- Retail Banking, Risk Management, and general financial analysis and accounting knowledge and experience
- Intermediate user of SAS
- Work with key stakeholders business units and Group Finance on portfolio management / assessment initiatives
- Conduct stress test enhancement of methodology and approach
- Good understanding of risk management concepts, Basel II or other risk types such as market risk and ALM
Qualifications for portfolio risk analyst
- Ability to partner with & support other functions (Finance/Pricing/Decision technolgy/Commercial )
- Solid understanding of investment markets equity and credit analysis terms and ratios
- Relevant experience in technical divisions / areas
- Good knowledge Excel VB
- Extensive analytical and technical skills
- Excellent research, investigative, and problem solving skills
4
Portfolio Risk Analyst Job Description
Job Description Example
Our company is searching for experienced candidates for the position of portfolio risk analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for portfolio risk analyst
- Calculate after-tax performance – solid understanding of franking credits
- Provide commentary/explanations upon request for portfolio performance and attribution
- Risk monitoring – such as investment guideline monitoring, liquidity analysis, scenario analysis and stress testing
- Collaborate with global PAIR team colleagues to leverage best practices and obtain support/advice
- Experience in developing analytic strategies and data sets
- Strong working knowledge of data management, statistics, accounting, and computer applications
Qualifications for portfolio risk analyst
- A team player able to work independently
- Experience working with computational modeling software such as R, MATLAB, Python
- 3 - 6 years of experience in the Credit Risk space
- Will have strong data visualisation experience with Tableau
- The ability to see the bigger picture and use data to influence others
- Experience in a Big Four bank would be highly adventurous
5
Portfolio Risk Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of portfolio risk analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for portfolio risk analyst
- Enhancement of the Group’s internal risk capital assessment and sector/country concentration risk framework
- Knowledge of the liquidity risk monitoring concepts
- Familiarity with capital markets quantitative finance
- Build out of existing metric reporting providing deeper and more granular views
- Previous experience in credit risk management would be an asset
- Creative and proactive in the pursuit of internal process improvement and efficiencies
Qualifications for portfolio risk analyst
- Solid understanding of credit risk and analysis
- Provide sound technical advice to management and other staff in the subject field(s) related to this position
- Ability to understand and explain various subject matter and consulting concepts, programs, terminology, and method
- Understands and uses computer technology related to carrying out essential responsibilities of the job
- Ability to operate telephone and respond to calls and in-person inquires
- Ability to travel by auto or commercial transportation to carry out essential responsibilities of the job