Investment Risk Analyst

  • TBD
  • San Diego, CA, USA San Diego CA US
  • Permanent, Full time
  • LM Capital Group
  • 18 Jun 18 2018-06-18

Develop key insights into portfolio performance and communicate these across the firm. Calculate periodic portfolio and composite attribution and returns. Periodic client reporting of attribution and return data.

Position: Investment Risk Analyst

Target Hire Date:  3Q2018

Location: San Diego, CA

Position Summary:

Independent, fixed income investment firm in San Diego, CA seeks a self-motivated Investment Risk Analyst.  The analyst will be part of a team responsible for making investment recommendations to the Investment Strategy Group and for monitoring material developments among existing holdings.

Responsibilities:

·         Develop key insights into portfolio performance and communicate these across the firm.

·         Calculate periodic portfolio and composite attribution and returns.

·         Periodic client reporting of attribution and return data.

·         Support Business Development by producing bespoke attribution and return reports.

·         Primarily responsible for management of portfolio management and risk attribution systems and trouble-shooting problems with these systems.

·         Primary responsibility for building, closing out and archiving monthly datasets.

·         Reconciliation of systems and month-end pricing.

·         Leverage technology to improves work processes and develop new insights on portfolio performance.

Qualifications/Required Skills:

·         BA/BS degree, preferably in Accounting, Finance, Statistics, Math or Economics.

·         Strong preference for candidates experienced with BondEdge and/or Schwab PortfolioCenter.

·         CFA or MBA strongly preferred.

·         Three years of experience in portfolio analytics, data analysis or investment risk management. Fixed Income experience a must.

·         Ability to work in a collegial atmosphere as part of a close-knit team.

·         Ability to manage and prioritize multiple tasks and manage deadlines a must.

·         Demonstrated ability to clearly articulate attribution findings.

·         Intelligent, self-motivated, dynamic and intellectually curious.

·         Must be proficient with Microsoft office, especially Excel and preferably Bloomberg API.

 

Compensation:

·         A competitive base salary (based on experience) and a formula-driven incentive structure tied directly to success in business origination efforts.

The firm is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual’s race, color, religion, age, gender identity, sexual orientation, national origin, genetic information, veteran status or disability.