Associate Director Investment Risk

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Company Description

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services / Evelyn Partners and Careers / Evelyn Partners

Job Description

Job purpose

Evelyn Partners manages investments for clients in a variety of product formats, including discretionary private client portfolios and regulated Funds. Reporting to the Head of Investment Risk, the role will have lead responsibility for ensuring the provision of Fund risk analytics is effective and supports better decision making. The role will also support the provision of private client portfolio risk analytics, which are being implemented starting 2024. There will be a requirement to provide periodic product reviews with opinion as well as supporting the development of internal controls and limits. Close collaboration with senior stakeholders in the central investment team, committees, investment managers as well as operational and oversight functions will be essential.

There will be extensive opportunity for ad-hoc project and analytical work. Key systems include but are not limited to Bloomberg, Morningstar, Aladdin Wealth, XPlan.

Key Responsibilities

• Fund risk analytics subject matter expert and owner (including market risk, liquidity, scenarios, performance analysis metrics sourced from our third-party vendor).
• Private Client portfolio risk analytics subject matter expert (including exposures, market risk, scenarios sourced from our third-party vendor).
• Responsibility for identifying and recommending changes to risk analytics required in response to evolving best practice and regulation.
• Working with the Fund Operations team (for Fund analytics) to drive the implementation of any required changes.
• Working with the Investment Oversight team and governance committees (for Private Client analytics) to propose any required changes.
• Provision of portfolio construction advice and support to Fund Managers.
• Production and presentation of periodic product reviews with investment opinion to internal committees.
• Supporting the recommendation of investment limits and thresholds to internal governance bodies.
• Ad hoc projects and analyses.

Key Skills and Experience

• Relevant experience in an analytical, quantitative, risk management or equivalent role.
• Experience of multi asset class investments and financial markets in asset management, wealth management, consulting or equivalent roles.
• Knowledge of risk decompositions, risk sensitivities, scenarios and risk limits.
• Experience of third-party portfolio analytics systems (Bloomberg, Aladdin, Morningstar etc) would be helpful.
• Experience of SQL, Python, VBA etc would be helpful but not essential.

Key Competencies

• Excellent attention to detail
• Strong analytical and problem-solving skills
• Strong written and face-to-face communications skills with the ability to influence

Qualifications

• Degree in Finance Related and / or quantitative subject.
• CFA / FRM helpful but not required

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.