Barclay Simpson
Investment Risk Senior Analyst - Equities
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Senior Investment Risk Analyst – Equities
Location: London
Hybrid: 4 days per week in the office
Level: AVP / Senior Analyst
Salary: Up to £87,000 + 15% target bonus
My client, a leading global asset manager, is looking to hire a Senior Investment Risk Analyst to join its EMEA Investment Risk team, focusing on equity portfolios.
This is a high-impact second-line investment risk role for an experienced analyst who wants to work close to the investment desk, without being stuck in a purely reporting or regulatory-focused position. You will join a small, specialist team of four, working directly with portfolio managers, senior risk leaders and investment stakeholders to understand, challenge and influence portfolio risk.
The team is highly visible within the organisation and works closely with fund managers and senior investment leadership. This role will suit someone who can hold their own in investment conversations, challenge constructively and provide clear, well-supported analysis that helps drive better portfolio outcomes.
Why this role stands out
This is not a role focused on collating reports or sitting in a back-office regulatory function. My client has dedicated teams covering reporting, regulatory requirements and technology, which means this person can focus on the more interesting work: portfolio risk analysis, market insight, factor model interpretation, portfolio construction and meaningful challenge to investment teams.
The function is also evolving. Historically, the team operated more like an internal consultancy, reviewing portfolios periodically. It is now moving towards a more continuous model of portfolio risk oversight, creating more regular interaction with portfolio managers and giving the team greater influence over risk positioning, stop-loss insight and portfolio construction.
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There is also a strong technology angle.
My client is investing in a modern data infrastructure, including Snowflake, and the team has been building new tools using Python, AI-enabled workflows and agents. The successful candidate will be joining with access to a clean, modern toolkit and the opportunity to use technology to make risk analysis faster, sharper and more commercially valuable.
What you’ll be doing
You will take ownership of risk analysis across a range of equity portfolios, working independently while collaborating closely with senior colleagues.
Your responsibilities will include:
- Analysing investment portfolios to identify key market, factor, concentration and construction risks
- Communicating findings clearly to senior risk managers, portfolio managers and investment stakeholders
- Challenging portfolio managers where appropriate, using well-supported analysis and sound commercial judgement
- Monitoring portfolios against internal investment risk guidelines
- Producing insightful analysis for senior leaders and risk committees
- Supporting the team’s move towards more continuous portfolio risk oversight
- Contributing to improvements in tools, processes and analytics
- Working with systems such as Aladdin, Bloomberg, FactSet and internal data platforms
What my client is looking for
The ideal candidate will be an experienced independent contributor with around 5+ years’ experience in investment risk, market risk, portfolio analytics or a closely related buy-side role.
You do not need to have covered equities specifically, but you will need strong markets knowledge, good investment intuition and the confidence to engage directly with portfolio managers.
My client is particularly interested in someone who has:
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- Strong understanding of financial markets and investment risk
- Experience analysing portfolios independently
- A fundamental understanding of factor models
- Broader analytical experience beyond factor models
- Confidence communicating with and challenging front-office stakeholders
- Strong Excel skills and ideally Python experience
- Familiarity with Aladdin, Bloomberg or FactSet
- Interest in using data, automation and AI tools to improve analysis
- The ability to manage multiple priorities without close supervision
This would suit someone in their second or third role who is ready to step into a more senior, visible and commercially relevant investment risk position.
What makes someone successful here
This role needs someone who is technically credible, intellectually curious and comfortable operating in a high-quality investment environment. The successful candidate will need to understand risk, markets and portfolios, but also be able to explain their views clearly and challenge in a way that builds trust with investment professionals.
You will not be one person in a large reporting machine. You will be expected to own analysis, form a view and contribute to better investment outcomes.
Package and working pattern
Salary: Up to £87,000
Bonus: 15% target bonus
Location: London
Hybrid: 4 days per week in the office
Team: Small EMEA Investment Risk team covering equity portfolios
Interview process
The process is expected to move quickly. Initial stages are likely to be technically focused, with later meetings covering team fit, communication style and how the candidate would work with portfolio managers and senior stakeholders.
This is an urgent hire, so suitable candidates will be progressed quickly.
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