Barclay Simpson
Investment Risk Analyst - Equities
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Second-Line Investment Risk Role
A visible, hands-on second-line investment risk role at an early stage of function build-out.
Responsibilities
- Independent oversight and challenge across bespoke mandates for retail clients, charities, and in-house portfolios.
- Work directly with portfolio data, build independent reporting in FactSet, test thresholds, and challenge portfolio positioning against mandate objectives and risk profiles.
- Focus includes risk-adjusted measures, beta, equity drawdowns, sector/technology overweight exposures, and concentrated sell-offs such as the “Magnificent Seven”.
- Exposure is broad but largely plain vanilla, covering equities, multi-asset portfolios, unit trusts, mutual funds, OEICs, investment trusts, government and corporate bonds, FX forwards, and structured products.
- Focused on equity and multi-asset risk rather than fixed income.
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About the Business
The business is building its bespoke investment risk framework, including FactSet integration, ex-post risk, governance, stress testing, limits, and thresholds.
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The Client
- Offers a strong culture: hybrid working, 2–3 days in the office, open-door senior management, and access to the CEO, EXCO, and investment office.
- Individuals are encouraged to bring ideas forward and present directly to senior management.
- The platform has a strong development track record.
Requirements
- Ideally 4–8 years, with the ability to contribute quickly.
- Strong hands-on data skills are important, including SQL, VBA, Python, Power BI, and FactSet.
- CFA would be beneficial.
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