Investment Risk Analyst Resume Sample
Gracie Rippin
72278 Zackery Heights,
Dallas,
TX
+1 (555) 642 8035
Work Experience
Senior Investment Risk Analyst
07/2017
-
PRESENT
Dallas, TX
- Contribute to enhancing the accuracy, quality and relevance of investment risk reports. Prepare reports in concise, non-technical terms and present to different groups across the firm
- Identify and resolve data issues impacting risk, performance, characteristics and attribution reporting
- Ensure reports are delivered to the appropriate clients and/or provided via automated processes to downstream systems by the agreed upon date
- The role requires daily interactions with portfolio managers, bankers, investment advisors, technology, distribution channels, third party vendors in addition to other business units within the bank, and sometimes direct interaction with clients
- Provide regular detailed performance analysis of PB&OS multi-asset class reference portfolios in accordance with Barclays’s best thinking through comparison to Barclays’ Proprietary Strategic Asset Allocation models (SAA) and attribute relative performance appropriately; including but not limited to allocation, selection, market timing and currency effects
- Use extensive market and financial knowledge to understand and clearly articulate the impact of investment decisions on portfolios and products and on providing monthly performance and attribution commentary
- Lead on innovation and development of changes to the investment risk agenda and framework, including process, systems and reporting, resulting in recommendations to the Investments ExCo
Investment Risk Analyst
12/2010
-
05/2017
Los Angeles, CA
- Identify and resolve data issues of low to moderate complexity impacting risk, performance, characteristics and attribution reporting
- Provide support for risk consultants and investment team when required
- Work on projects to improve the accuracy and efficiency of existing processes
- Act as backup to Senior Risk Analyst for critical deliverables specific to the investment group
- Maintain and manage data required for the investment group’s reporting equirements
- Maintain and manage data required for the investment group’s reporting requirements
- Assist in the risk monitoring of investment portfolios and proactively raise issues with CIM’s Investment Risk Manager and Portfolio Managers
- Collaborate with members of PAIR’s operations team to establish production of ongoing periodic performance and risk reporting, developing tools and managing internal SQL Server database environment(s), if needed
- Establishing risk policies, standards and procedures within the group’s overarching risk management framework, and ensure that these are observed, monitored and evidenced
Junior Investment Risk Analyst
02/2006
-
06/2010
Houston, TX
- Being able to support various locations
- Support the on-boarding of new funds onto the risk systems and databases
- Ensure timely production of risk, exposures and other analytics necessary for risk, regulatory and client reporting
- Ensure data integrity by implementing appropriate quality controls and checks
- Coordinate with the IT function to address day-to-day production issues and to identify opportunities to enhance the existing production process
- Support day-to-day market risk analysis of funds in scope
- Review portfolio risk statistics, performance and attribution by analyzing the accuracy and quality of the underlying data
Education
Fairleigh Dickinson University - Metropolitan Campus
2000 - 2005
Bachelor's Degree in Finance
Professional Skills
- Strong attention to details and excellent analytical skills
- Proven information gathering skills, outstanding attention to detail
- Strong analytical and problem-solving skills with a solution focused mindset
- Strong Microsoft Excel skills, especially macros (VBA) and database knowledge (Access / SQL)
- Excellent Excel / Database skills
- Data Analysis, Statistics, Excel, SQL, some programming skills
- Prior investment risk, investment performance, investment operations or fund accounting experience is an asset
How to write Investment Risk Analyst Resume
Investment Risk Analyst role is responsible for database, excel, programming, vba, software, microsoft, analytical, retail, finance, credit.
To write great resume for investment risk analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Investment Risk Analyst Resume
The section contact information is important in your investment risk analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Investment Risk Analyst Resume
The section work experience is an essential part of your investment risk analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous investment risk analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular investment risk analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Investment Risk Analyst resume experience can include:
- Relevant work experience in C# and .NET framework, ASP.NET web programming, HTML/CSS, Javascript and SQL programming for data access
- Technical ability to manipulate data for decision-making purposes, and solid working knowledge of visualization tools such as Tableau or Spotfire
- Demonstrate a detailed understanding of credit risk modeling techniques and have the ability to critique different approaches
- Experience using financial/risk application/software, i.e. Barclay’s Point, Bloomberg
- A good understanding of financial markets and instruments
- Good knowledge of Microsoft Excel and VBA programming
Education on an Investment Risk Analyst Resume
Make sure to make education a priority on your investment risk analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your investment risk analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Investment Risk Analyst Resume
When listing skills on your investment risk analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical investment risk analyst skills:
- Excellent written and verbal communication skills with the ability to communicate effectively with stakeholders and senior management
- Able to manage conflicts priority effectively
- Have strong written and verbal communication skills in English and French
- Good general IT skills including MS Access, VBA
- Apply problem solving skills to estimate the performance and risk on individual instruments and portfolios on an ad-hoc basis
- Attention to detail and outstanding analytical skills
List of Typical Experience For an Investment Risk Analyst Resume
1
Experience For Performance & Investment Risk Analyst Resume
- Highly organized, with a demonstrated proficiency to manage, prioritize and complete multiple projects simultaneously
- Demonstrate a proven ability to develop and maintain client relationships at all organisational levels
- Statistical software skills
- Strong fit with the firm’s cultural tenets of inclusivity, collaboration, accountability, and collegiality
- Have relevant experience in performance or risk measurement (Operations, Front Office or Technology)
2
Experience For Senior Investment Risk Analyst Resume
- Actively identify and prioritises problems; produces a range of alternative solutions and acts accordingly
- Training users in UBS Delta functionality and using existing risk reports
- Working knowledge of industry leading risk and performance systems including Risk Metrics, Bloomberg (PORT / MARS), StateStreet TruView, Arkus
- Working knowledge of more complex risk management techniques including: S
- Creating investment reports on a quarterly basis
- Working towards professional qualification
- Applying statistical techniques to analyze portfolio risk taking and relevant trends related to credit markets
- Mapping missing securities and resolving security classification
3
Experience For Jnr Investment Risk Analyst Resume
- Maintaining multiple batch reports based on geographic location (adding new portfolios, remove closed portfolios, reviewing exclusions)
- Investigating queries on risk numbers and explaining how the risk models work
- Setting default benchmark and model for new portfolios
- Maintaining characteristics data and classification structures within UBS Delta
- Supporting the CIO and other teams as required
- Understand key risk management techniques including; exposures, leverage, volatility, Value at Risk stress testing, liquidity monitoring, regulatory frameworks
- Strike a balance between business needs and risk management in identifying workable solutions for managing risk
- BRS Aladdin, MSCI Risk Manager, Bloomberg, Style Research, VBA, SQL, R programming
- Extensive knowledge of risk measures e.g. Value at Risk (VaR), related stress and back tests and simulations
4
Experience For Asset Management Risk-am Investment Risk-analyst Resume
- Familiar with risk applications e.g. FactSet
- Produce investment risk analysis for dissemination and discussion within the Investment team
- Data management and 3rd party service provider management
- Liaise with Portfolio managers on portfolio construction matters
- Liaise with large client on risk related queries
- Manage data analytics delivered by the Investment Risk team
- Suggest process improvements where necessary
5
Experience For VP-senior Investment Risk Analyst Resume
- Calculate, provide and interpret investment risk analyses for clients in accordance with client service level agreement (SLA) requirements and/or regulatory standards
- Support the delivery of associated performance and/or attribution analyses for the clients
- Develop and maintain relationships with clients to ensure provision of high level of service
- Meet regularly with clients as a subject matter expert with a focus on risk analysis
- Assist Head of Asia Pacific with BAU workflow organization, oversight and delivery
- Conduct and communicate regular risk analyses of investment portfolios and provide effective challenge to ensure portfolio managers take an appropriate level of risk. Liaising with risk and fund managers to closely monitor emerging areas of risk in portfolios
- High focus on developing new analytics and expanding the universe of metrics used for risk management
- Working with the Head of Risk Analytics and Model Validation to develop appropriate systems and processes to further enhance the quality and depth of the team’s output efficiency and content
6
Experience For CO OP Investment Risk Analyst Resume
- To produce risk metrics to assist in responding to ad-hoc stakeholder’s (internal & external) requests
- Develop and implement processes, procedures and reporting in support of investment risk management solutions for the muni portfolio organization
- To develop and communicate expertise in the risk systems and analytics used for investment risk management across asset classes
- Support Investment Risk Managers where appropriate
- All external and internal risk analytics production targets met
- BRS Aladdin, MSCI Risk Manager, Bloomberg, Style Research, VBA, SQL, R, Python
- Consult with portfolio management to identify and collect information on risk needs, problems, and concerns, and formulate a new methodology and solutions for investment risk management
7
Experience For Junior Investment Risk Analyst Resume
- Explain proposed methodology to management team, interview managers for feedback, and determine resources needed to implement process
- Develop and generate risk, performance attribution and strategy review packages, and analyze and explain to portfolio management team through presentations and written reports
- Respond to and assist with handling requests for information and develop solutions and methods to portfolio management
- Participate in Investment Risk Management team meetings as a risk consultant representing muni portfolio management
- Monitor portfolio risk exposures and performance, gather and analyze market, economic, and political information
- Progress toward a certification in Financial Risk Management (FRM) and/or Chartered Financial Analyst (CFA) designation is desired, otherwise willingness is required
- Investment Risk Management knowledge is desirable
8
Experience For Asset Management Risk-gim Investment Risk-analyst Resume
- Work well in an open, collaborative environment
- Monitor adherence to liquidity risk guidelines – monthly and ad-hoc per LRM program
- Monitor and analyze data results from the liquidity system including fund/account and security level liquidity assessments. Escalate exceptions per internal Risk group and ILC guidelines
- Ensure liquidity risk market data timeliness, completeness, and accuracy
- Participate in assisting with defining, implementing and analyzing a risk strategy for investment portfolios which includes communicating and interacting with both the Investment Management teams and the Amundi Group Risk teams, regularly
- Provide ad hoc support to investment managers, institutional client services, global investment risk team in various regions and retail sales on investment risk requests; Communicate and work with investment management on educating them on investment risk results and assisting them on managing their fund’s risk
- Provide support to ensure data integrity of risk results
- Working with senior risk managers to help ensure that the risks are fully understood by Portfolio Management and are consistent with our client's objectives and risk constraints. Support the investment teams by providing effective and relevant analysis
- Enhance and maintain the measurement and reporting of risk and performance – both quantitative and qualitative
9
Experience For Senior Investment Risk Analyst, Luxembourg Resume
- Familiarity with current industry practices and relevant academic research about risk management
- Integrate internally developed analytics with third party solutions
- Using various risk analytical resources, prepare and distribute investment risk reports for investment process including VaR and tracking error values, stress testing and liquidity analysis
- Provide ad hoc support to investment managers, institutional client services, global investment risk team in various regions in Europe, and retail sales on investment risk requests
- Working closely with IT and embedded Investment Risk teams to resolve issues and implement enhancement
- Actively participate in assessing risk of newly proposed security instruments, credit derivatives and investment strategies
- Assist and prepare investment risk reporting for Amundi Pioneer’s Board of Trustees as well as to Amundi Pioneer Asset Management
10
Experience For PCA Investment Risk Analyst Resume
- Participate and assist in implementing and developing a solid investment risk framework which includes the monitoring of tracking error bands and reviewing liquidity risk
- Particular focus on overall risk of credit derivatives in portfolios both at an individual investment contribution and at an investment strategy level
- Responding to UBS Delta based user queries and dispatching queries that cannot be resolved (e.g. software problems to IT 1st line of support), while retaining ownership of the problem
- Performing ad-hoc risk analysis for fund managers / product managers (e.g. evolution of a risk measure over time, running reports with different classification structures based on different investment objectives)
- Manual loading of index/model/portfolio data where it is not available in an automated manner
- Solve problems of moderate/high scope and complexity
- Knowledge of financial instruments and markets, particularly capital markets
- Knowledge of the relevant industry standards (GIPS/SPS530/SRM/ESMA)
List of Typical Skills For an Investment Risk Analyst Resume
1
Skills For Performance & Investment Risk Analyst Resume
- Sufficient depth of experience to interact effectively with senior portfolio managers via meetings, presentations, and written reports
- High level of written and verbal communication skills, including the ability to translate technical concepts to be understood by a non-technical audience
- Excel macro, VBA or other advanced programming language skills
- Proven experience in financial services
- Superior verbal and written communication skills sufficient to convey complex information to a variety of audiences and levels
- Experience of working closely with investors and research groups and an ability to forge strong working relationships
- High quality project management, analytical and communication skills
2
Skills For Senior Investment Risk Analyst Resume
- Superior communication skills: Ability to explain quantitative concepts to a nontechnical audience
- Strong understanding of financial markets and investment management processes, including middle office and risk management functions
- Excellent organization, communication, and a diligent approach to problem solving are required
- Risk Analysis and Performance experience in the mutual fund / investment industry; portfolio risk consulting, investment performance
- Experience using financial/risk application software
3
Skills For Jnr Investment Risk Analyst Resume
- Experience performing mathematical and statistical calculations
- Experience with SQL navigator or other querying tools
- Have a strong understanding of risk analytics on single and multi asset class portfolios
- Good understanding of investment processes, security types and financial market data/ Analytics
- Experience thriving in a fast-paced, creative and innovative landscape
- Experience using general market analytical tools (FactSet/Bloomberg) and Risk analytic platforms (Aladdin) or Portfolio Optimizers (Barra/Axioma)
- Experience with coding with tools like R and the ability to work with databases is required
4
Skills For Asset Management Risk-am Investment Risk-analyst Resume
- Risk measurement experience (3-5+ years) from either a custody, funds management background or bank
- Experience with FactSet and BarraOne
- Relevant work experience in the investment industry
- Apply judgement and experience to evaluate whether performance and risk model methodologies are appropriate for its intended purpose
- Proven risk expertise of risk within an asset management or financial services firm
- Work experience is required
- Good time management and able to work under pressure
5
Skills For VP-senior Investment Risk Analyst Resume
- Have experience of large scale Project implementation with multiple stake holders across multiple jurisdictions
- Experience with MSCI BarraOne is desirable but not essential
- Very strong attention to detail is essential
- Demonstrate passion for financial markets, risk management and be inquisitive about the application of analytical techniques
- Have experience with Bloomberg, Excel, VBA, SQL and Python with proficiency
- Experience and interest in investment risk across asset classes
- At least seven years demonstrated career progression in investment risk management, across all asset classes and financial instruments
- Risk processes operate efficiently and BAU production is timely, accurate and complete
6
Skills For CO OP Investment Risk Analyst Resume
- Provide analysis of information generated, perform data validation, and make written recommendations to portfolio management
- POINT analytic system or BARRA analytic system experience
- Manage multiple projects but focus on and complete priority tasks
- Experience in risk management or the capital markets
- Employing a creative approach to evolving risk monitoring and modeling techniques
- Understanding and modeling of complex financial instruments such as OTC instruments, private equity, real estate
- Bring your data expertise in working with the Technology team to solve data challenges and analyze large sets of information
7
Skills For Junior Investment Risk Analyst Resume
- Understanding of portfolio risk theory (VaR, Tracking Error, Greeks, Sensitivities)
- Liaising with fund managers to closely monitor emerging areas of risk in portfolios
- Understanding of the key aspects of investment risk in fund management
- Working knowledge of the CSSF and CBI requirements for funds and the related management companies
- Working with the Risk and Data Analysts to develop appropriate systems and processes to further enhance team output
- Supporting the creation, production and delivery of supervisory and managerial reports
8
Skills For Asset Management Risk-gim Investment Risk-analyst Resume
- Monitoring credit market activity and individual portfolio company financials
- Analyzing fund performance and risk relative to risk factors, benchmarks and peers
- Responsible for identifying, critically analyzing and communicating market and non-market risks to investment professionals and to senior management
- Lead on finding solutions for developing and enhancing systems and processes for performance measurement and investment risk
- Provide on-site consulting to municipal portfolio management team regarding investment risk management, processes, reporting and best practices
- Provide ongoing monitoring of risk processes to further enhance investment risk management capabilities, methodologies and reporting
- Communicate and work with investment management on educating them on investment risk results and assisting them on managing their fund’s risk
9
Skills For Senior Investment Risk Analyst, Luxembourg Resume
- Data querying, file construction, and reconciliation in support of risk reporting and analyses
- Positive feedback from Investment Risk Managers; issues arising actively managed and delivering solutions in a timely manner
- Daily monitoring and ensuring compliance of investment guidelines, regular surveillance of portfolio risk exposures
- Provide support in the portfolio analytics process by verifying portfolio returns and preparing performance attribution reports
- Works alongside other team members as a professional with light supervision, solving problems of moderate/high scoe and complexity
- Gain an understanding of the various risk models we use and be able to run/enhance these models to improve our risk management capabilities
10
Skills For PCA Investment Risk Analyst Resume
- Support development and on-going review of investment guidelines for separate account mandates or mutual funds
- Proficient in SQL data access using both Microsoft SQL Server and Oracle
- Proficient understanding of financial markets, asset classes, security attributes, and fund operations
- Liaise with our risk system provider (MSCI BarraOne) to improve modelling of instruments held
- Produce accurate and timely risk reports and analytics, ensuring integrity of portfolio and benchmark data and risk calculations
List of Typical Responsibilities For an Investment Risk Analyst Resume
1
Responsibilities For Performance & Investment Risk Analyst Resume
- Strong statistical aptitude
- Progress towards CFA, CIPM, PRM and/or FRM designations is highly desirable
- Knowledge of: Wealth Management businesses, Modern Portfolio Theory, financial markets and instruments, and the Canadian investment industry’s regulatory environment (e.g. OSFI, OSC, IIROC, and MFDA)
- Analytical mindset with the ability to aggregate, manipulate, synthesize and summarize large amounts of data
- Sufficient self-confidence to serve as an independent challenge to the businesses, and to raise sensitive or unpopular issues diplomatically ensuring risks are proactively identified
2
Responsibilities For Senior Investment Risk Analyst Resume
- Currently enrolled in a Math, Finance, or Computer Science
- Knowledge of statistical calculations, financial instruments and markets, GIPS Performance Presentation Standards
- Work independently, perform mathematical calculations (or analysis and to exercise independent judgment consistent with department guidelines
- Accurately proofread documents and work under pressure
- Conceptual understanding of derivatives and their valuation methodology, as well as a general understanding of other asset classes is required. Practical experience with derivative market products and trading practices is desired.
- Involvement in risk policy development, maintenance, oversight, and reporting
3
Responsibilities For Jnr Investment Risk Analyst Resume
- High proficiency in C# and .NET framework
- Work in Traditional Waterfall and/or Agile development methodologies
- Perform multiple tasks in a fast-paced, team-oriented environment
- Both work independently, and partner effectively with others, to develop relationships across the organization, and to motivate others to action amongst competing priorities
- Creativity, thoroughness, attention to detail, and high energy
- Support the team and coach junior members
- Appropriately questions and challenges traditional assumptions and beliefs
- Act as a resource for projects and has the ability to identify issues and a plan of action to resolve or mitigate those issues
- Fully proficient with Global Investment Performance standards (GIPS) and Financial Conduct Authority (FCA) regulations around performance calculations’ and reporting
4
Responsibilities For Asset Management Risk-am Investment Risk-analyst Resume
- Proven capability and knowledge of equity and / or fixed income based attribution performance measurement skills and composite calculation methodologies and rules
- The ability to work independently, with limited management supervision and to tight deadlines
- Knowledge of risk models an advantage
- CFA or FRM designation (or progress towards it)
- Manage 3rd party data providers
- Be highly organized and proactively respond to the needs of the business, often under tight deadlines
5
Responsibilities For VP-senior Investment Risk Analyst Resume
- Work accurately and in an organised manner
- Willingness to be flexible in order to meet deadlines
- Discretionary and Advisory portfolio managers
- Bankers and Investment Advisors
- The Fund Management team
- Sales & Product Development
- Research and Strategy and Operations
6
Responsibilities For CO OP Investment Risk Analyst Resume
- External market data providers
- A willingness to dive into detail as well as oversee and guide processes and small to medium size projects is necessary in this role
- Progress toward or completion of CIPM, FRM, CFA, or MBA
- Perform multiple tasks with deadlines in a fast-paced, team environment
- Proficiency with Microsoft applications: Excel, Powerpoint, Word, Access
- Performance /attribution analysis knowledge, especially calculations, models and application to investment strategies
- Data analysis and report production
7
Responsibilities For Junior Investment Risk Analyst Resume
- Graduate or equivalent (preferably Maths, Statistics, Financial Economics)
- Knowledge of the ex ante risk approaches, especially calculations, models and application to investment strategies
- Bloomberg, Hiport, Multifonds
- Investment Analytics team
- High calibre individual
- Chief Risk Officer
- The CIO Team
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