Investment Risk Analyst

Location
Boston, Massachusetts (US)
Salary
Salary, Bonus, and Profit Share + Benefits
Posted
Nov 09, 2018
Closes
Dec 09, 2018
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

The Investment Team seeks an individual to join the Investment Risk Team.  The position reports to the Director of Investment Risk and offers regular interaction with our senior Investment Team leadership, Portfolio Managers, Portfolio Strategists, Research Analysts and Traders.  The position will also have direct exposure to members of our Product Management, LDI, Enterprise Solutions, Compliance and Business Risk Teams.   

Income Research + Management is a Boston-based, privately owned, investment grade fixed income asset management firm.  IR+M delivers strong performance and consistent results through a rigorous, bottom-up security selection process and strives to provide best-in-class client service to our 800+ institutional and private wealth clients. 

Founded in 1987 and located in the heart of Boston’s financial district, IR+M employs 165+ full time professionals and currently manages $70+ Billion in assets. IR+M has a fast-paced, open office environment that is driven by a motivated and collaborative workforce. We offer industry-leading benefits, as well as a challenging, collegial, and rewarding workplace with high levels of employee engagement.

 

Responsibilities:

  • Partner with Director of Investment Risk to elevate topics and provide deliverables to aide our senior Investment Team leadership in setting our investment direction and our executive leadership in investment governance
  • Lead quantitative projects in collaboration with Investment Team risk, strategy and sector colleagues
  • Develop new capabilities to analyze, interpret and report risk and attribution in order to improve our insights into our investment management process
  • Work closely with our Product Management Team on all Investment Risk external deliverables including client model portfolios, RFP and DDQ responses, complex analytic requests and custom risk and attribution exhibits
  • Represent Investment Risk in key firm-wide, cross-functional initiatives
  • Achieve in-depth understanding of and cultivate corresponding personnel relationships for all proprietary and third-party tools, models and systems used by Investment Risk to deepen our internal subject-matter expertise, strengthen our relations, and highlight areas for improvement

Required Skills and Experience:

  • 7+ years of financial industry experience;  4+ years fixed income experience
  • Experience with ex-post performance attribution and ex-ante factor risk models from proprietary or third-party sources such as Barclays POINT, BlackRock Aladdin, and/or MSCI Barra
  • Advanced Excel skills
  • Strong quantitative and analytical skills with demonstrable ability to quickly understand new concepts
  • Strong organization, workflow and process skills
  • Critical thinker and proactive problem solver with commitment to excellence and accuracy
  • Self-starter who can independently add value while juggling multiple priorities and projects
  • Excellent interpersonal communication skills
  • Collaborative mindset and ability to thrive in team environment are essential

Preferred Skills

  • Experience with Microsoft Stack including PowerPivot, PowerQuery, SharePoint
  • Basic knowledge of programming languages such as SQL, Python, R and/or Matlab

Education Requirement:

  • Bachelor’s degree required, concentration with heavy quantitative focus strongly preferred
  • CFA designation or progress toward required
  • MBA and/or FRM designation or progress toward desirable