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Portfolio and Risk Management Senior Associate

3 months ago

Minneapolis, United States Jackson Lucas Full time

The Portfolio and Risk Management Senior Associate will play a key support role within the firm's Portfolio and Risk Management function. The Portfolio and Risk Management teams are composed of twelve portfolio management, risk and/or reporting professionals responsible for partnering with commercial leadership to manage the investment portfolios and identify, measure, monitor, and manage risk exposure across the firm and its funds. The role will collaborate to support analysis and reporting responsibilities within portfolio management. Overtime, this position will require global knowledge of the firm’s business and interaction with risk management, investment professionals, operations, technology and third-party service providers.

This position will report to the Head of Portfolio Management. The role will be located in Minnesota.


Principal Accountabilities:

• Develop a basic understanding of trading strategies, underwriting assumptions, business risks and how the portfolio behaves under stress. Provide analysis, reporting, and opine on conclusions to highlight issues/trends.

• Collaborate to review investment data sets and analyze them, partnering with more senior professionals to report into themes, conclusions, and insights based on the analysis.

• Collaborate to execute weekly, monthly, and quarterly reports for use by senior management, from existing and to be developed systems. Partner to ensure global data integrity of information in the reports and that it is complete and consistent with an understanding of the business activity.

• Maintain reporting systems and work with Risk Management and other groups to improve efficiency of the systems through automation of data gathering and reporting, allowing for reduced report preparation time, improved efficiency and improved data integrity.

• Understand and be able to effectively utilize risk assessment tools and risk measurement methodologies, including their underlying assumptions and potential weaknesses. Challenge assumptions used in the methodologies based on understanding of underlying data and/or the portfolio.

• Support presenting reporting, conclusions, and views to senior management in a clear manner.

• Execute monthly activities supporting the function including: Monthly Risk Reports, Forward and Swap Rate refresh, FIE/Counterparty Report, Investment Committee Trade Allocation Review, data calculation for market valuations, and populate P&L estimates into Sigma.


Qualifications:

Required

• Bachelor’s degree in finance or related discipline.

• 5-7 years of experience in investment, fund, financial markets, or related industry.

• Strong Excel skills including proficiency with pivot tables, charts and data analysis tools.

• Strong communication skills, with the ability to ask relevant, informed and intelligent questions about transactions, structures, relationships and risks.

• Demonstrated strong systems, reporting and data analysis acumen.

• Demonstrated strong desire to improve processes and find solutions to meet customer needs.

• Demonstrated attention to detail.

• Demonstrated strong analytical and critical thinking skills. Demonstrated ability investigate problems, find solutions, and determine best approach to proactively resolve issues.

• Ability to take initiative, work autonomously and handle multiple demands.

• Familiarity with financial instruments.

• Willingness to work within a hybrid work schedule.


Preferred

• Familiarity with data analysis tools including Python and/or SQL or basic programming experience.

• Experience with Bloomberg, Everest, and/or Sigma.

• Experience working with a Portfolio Management or Risk function including understanding risk fundamentals.

• CFA and/or interest in obtaining a CFA in the future.