CAREER PORTAL

Senior Investment Analyst - Hybrid

Performs advanced (senior-level) fundamental investment research and analysis work. Work involves sourcing, validating, and reconciling investment data from fund managers, custodians, and internal / external systems. Ensure integrity and accuracy of investment data feeds. Other duties include structuring data sets to support analytics, modelling, and reporting efforts. Works under minimal supervision with considerable latitude for the use of initiative and independent judgment.

The Risk Management team is responsible for analyzing and mitigating multiple types of risks across all asset classes, working closely with the investment team. The team is responsible for developing tools, metrics, and processes to understand, monitor and manage the risks in traditional and alternative investment strategies.
  ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES LIST DUTIES AND RESPONSIBILITIES: APPROX. % OF TIME

• Actively monitors and controls the portfolio’s overall and relative risk by assessing how different factors impact performance, using various risk reports such as asset class exposures, tracking error, Value at Risk (VaR), stress tests, scenario analysis, and liquidity metrics.
• Provide risk management oversight through quantitative assessment of market exposures through quantitative assessment of market exposures
• Maintain standardized internal risk reporting

20%

• Evaluate total fund performance attribution and identify sources of active and structural risk.
• Participate in group discussions regarding potential impacts on portfolios.
• Performs quantitative due diligence for potential investment opportunities across all asset classes. Analyzes portfolio trends, risk exposures, and performance attribution. Supports investment decisions with data-driven analytics / research as needed.
• Assists with developing and maintaining models to give portfolio managers a better understanding of the range and distribution of potential outcomes of investment decisions in different market conditions.
• Designs, tracks and presents analytics that can be applied and measured consistently across multiple asset classes and investment types.

40%

• Performs research related to investment strategies, best practices in predictive analytics and investment modeling, evaluation of current and prospective systems, and various areas of risk management and portfolio management.
• Performs qualitative and quantitative investment and risk analysis for potential investment opportunities and existing investments across all asset classes. Present results to external investment team members and to the Investment Committee.

5%

• Produces and owns regular reports on portfolio performance, asset allocation, and exposures. Automates and enhances the production of quarterly board books and presentations to executive staff and Board committees.
• Assists in regular reporting with data acquisition, reconciliation, and normalization. Contributes to the production of regular reports and presentations to executive staff and Board committees.

10%

• Participates in portfolio management and risk system evaluations and research to ensure implemented systems are aligned with industry best practices
• Maintain and assist in the design of existing and new module/system implementations of information databases and investment-related systems and software
• Design and build automated programs for data aggregation, data cleansing, and data transformation as a feed into any risk system as well as for enhanced analytics and formatting for Investment Team
• Identifies and interprets patterns and trends, assesses data quality and eliminates irrelevant data. Supports the development of improvements in analytic techniques and capabilities.  May include structuring of new data, automating data feeds, monitoring data quality, and reconciling multiple data sources.
• Automates, audits, and reconciles collections of data provided from various sources, including consulting or coordinating with fund managers, custodians, consultants, internal systems, and third-party contractors.

25% MINIMUM QUALIFICATION REQUIREMENTS Education:

• Graduation from an accredited college or university with a bachelor's degree in quantitative discipline (Business Administration, Engineering, Math, Statistics, Econometrics, Finance, Economics, or Computer Science)

Preferred Education:

• Master's degree or PhD in quantitative discipline (Business Administration, Engineering, Math, Statistics, Econometrics, Finance, Economics, or Computer Science)

Experience:

• 5 years of full-time work experience performing quantitative data analysis or analyzing investment data.
• General knowledge of risk management principles and practices.

• Well-versed in analytical and financial applications (e.g. Bloomberg, FactSet, Python, Matlab, VBA, and / or other programming languages (e.g., C++, Gauss, Stata, R, C++, SAS…etc.)
• Intermediate to Advanced Excel / Power BI skills.

Preferred Experience:

• Experience using risk systems (MSCI HedgePlatform / RiskManager, MSCI Barra, Aladdin, TruView, etc.).
• Experience in investment data analytics tools / platforms (Backstop, LPAnalyst, Axioma, MSCI Burgiss, eFront, Venn, etc.)
• Experience using performance systems (Clearwater, Solovis, State Street system, etc.).
• Knowledge of index families and benchmarking (MSCI, Bloomberg, S&P Global, HFR Database and IndexScope, Barclays Live, Cambridge, Preqin, etc.).

LICENSES / CERTIFICATIONS Preferred LICENSES / CERTIFICATIONS:
Certification in or working towards certification in one or more of the following:

• Chartered Financial Analyst (CFA)
• Chartered Alternative Investments Analyst (CAIA)
• Financial Risk Manager (FRM)
• Certificate in Investment Performance Measurement (CIPM)

Estimated Min Rate: $91000.00
Estimated Max Rate: $130000.00


What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

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