Investment Risk and Performance Analyst
- Employer
- Seven Investment Management LLP
- Location
- London, United Kingdom
- Salary
- Competitive plus benefits
- Closing date
- Aug 11, 2022
View more
- Job Function
- Banking
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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oversight process.
• Investigating and escalating breaches or warning flags that may arise in the daily trading of the multi-asset class UCITS funds, to the risk and investment team in a timely manner.
• Evaluation of risk exposures and trends, including Market, Liquidity, Derivatives, and Counterparty risks.
• Updating and improving the risk modelling of securities.
• Learn the risk system and its functionalities, including best practices in risk modelling.
• Run monthly/bi-annual regulatory risk reports and submissions.
• Develop programming skills in SQL, Python and Excel VBA to help automate data flows
Performance
• Run monthly/quarterly performance reports and conduct attribution and evaluation.
• Update and evaluate model portfolios including the Tactical Asset Allocations.
• Answer adhoc requests relating to performance or risk from investment, sales, private client, compliance, executive, and marketing teams.
• Learn more about financial instruments across several asset classes employed by the funds.
About The Candidate
Skills
• Strong data skills, ability to support them with solid quantitative foundations, and eye for detail.
• Computer and programming skills, ideally with some experience using SQL, Python or Excel VBA.
• Lateral thinker with an enquiring and curious mind, willing to learn new skills and adapt to new tasks.
• Initiative and drive to solve complex problems quickly. Proactive.
• A good team player, with integrity to do the right thing.
• Showcase 7IM's Vision, Purpose, Values and Personality behaviours.
Knowledge
• A quantitative academic background, likely in hard sciences (Engineering, Physics etc), is a pre-requisite.
• Data investigation and quantitative techniques.
• Knowledge of excel, SQL, Python, or VBA would be beneficial; the successful candidate must have a keen interest in problem solving and further developing programming knowledge.
• Basic understanding of investments, markets or risk management would be a positive.
Qualifications
• MSc (or 1st Class BSc Hons) in a numerical subject is highly regarded.
• A programming language certification is a 'nice to have'.
• Interest in studying towards FRM, CFA, or IMC qualifications is expected.
Other relevant information
The Investment Risk Team is a quantitative function covering investment risk, performance attribution, and risk oversight for 7IM's suite of multi-asset funds and model portfolios. The team is made up of 5 professionals, use industry leading tools, and work closely alongside the Investment Team. This role is a brilliant opportunity to develop knowledge in risk management, performance attribution, programming, and
investments across multiple asset classes, while adding value in a well-established and growing investment management company.
About The Company
The '7' in 7IM refers to the seven original founders of the business. Back in 2002, they couldn't find a firm they trusted to manage their families' money properly - big banks seemed impersonal and greedy, while most boutiques lacked the necessary investment process and structure. They started the kind of organisation they'd like to invest with themselves.
Their aim was to deliver steady returns over the long term, while keeping an eye on risk, using the best technology. They wanted everyone to have access to the kind of service and expertise that institutional investors would expect.
We've evolved since then. In 2015 Caledonia Investments joined us as a major shareholder. In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi-asset approach. In 2020 we continued our long-term growth strategy and acquired the award winning London based financial planning firm Partners Wealth Management (PWM). PWM will continue to operate as an independent company, retaining its brand, identity and leadership.
Our team, our clients and our funds under management have grown steadily over the years. From our offices in London, Edinburgh and Jersey, more than 400 talented people manage over £19 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.
We still follow our founders' plan and aim to get the simple things right all wrapped up with real, honest, human service - that's what sets us apart from everyone else.
• Investigating and escalating breaches or warning flags that may arise in the daily trading of the multi-asset class UCITS funds, to the risk and investment team in a timely manner.
• Evaluation of risk exposures and trends, including Market, Liquidity, Derivatives, and Counterparty risks.
• Updating and improving the risk modelling of securities.
• Learn the risk system and its functionalities, including best practices in risk modelling.
• Run monthly/bi-annual regulatory risk reports and submissions.
• Develop programming skills in SQL, Python and Excel VBA to help automate data flows
Performance
• Run monthly/quarterly performance reports and conduct attribution and evaluation.
• Update and evaluate model portfolios including the Tactical Asset Allocations.
• Answer adhoc requests relating to performance or risk from investment, sales, private client, compliance, executive, and marketing teams.
• Learn more about financial instruments across several asset classes employed by the funds.
About The Candidate
Skills
• Strong data skills, ability to support them with solid quantitative foundations, and eye for detail.
• Computer and programming skills, ideally with some experience using SQL, Python or Excel VBA.
• Lateral thinker with an enquiring and curious mind, willing to learn new skills and adapt to new tasks.
• Initiative and drive to solve complex problems quickly. Proactive.
• A good team player, with integrity to do the right thing.
• Showcase 7IM's Vision, Purpose, Values and Personality behaviours.
Knowledge
• A quantitative academic background, likely in hard sciences (Engineering, Physics etc), is a pre-requisite.
• Data investigation and quantitative techniques.
• Knowledge of excel, SQL, Python, or VBA would be beneficial; the successful candidate must have a keen interest in problem solving and further developing programming knowledge.
• Basic understanding of investments, markets or risk management would be a positive.
Qualifications
• MSc (or 1st Class BSc Hons) in a numerical subject is highly regarded.
• A programming language certification is a 'nice to have'.
• Interest in studying towards FRM, CFA, or IMC qualifications is expected.
Other relevant information
The Investment Risk Team is a quantitative function covering investment risk, performance attribution, and risk oversight for 7IM's suite of multi-asset funds and model portfolios. The team is made up of 5 professionals, use industry leading tools, and work closely alongside the Investment Team. This role is a brilliant opportunity to develop knowledge in risk management, performance attribution, programming, and
investments across multiple asset classes, while adding value in a well-established and growing investment management company.
About The Company
The '7' in 7IM refers to the seven original founders of the business. Back in 2002, they couldn't find a firm they trusted to manage their families' money properly - big banks seemed impersonal and greedy, while most boutiques lacked the necessary investment process and structure. They started the kind of organisation they'd like to invest with themselves.
Their aim was to deliver steady returns over the long term, while keeping an eye on risk, using the best technology. They wanted everyone to have access to the kind of service and expertise that institutional investors would expect.
We've evolved since then. In 2015 Caledonia Investments joined us as a major shareholder. In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi-asset approach. In 2020 we continued our long-term growth strategy and acquired the award winning London based financial planning firm Partners Wealth Management (PWM). PWM will continue to operate as an independent company, retaining its brand, identity and leadership.
Our team, our clients and our funds under management have grown steadily over the years. From our offices in London, Edinburgh and Jersey, more than 400 talented people manage over £19 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.
We still follow our founders' plan and aim to get the simple things right all wrapped up with real, honest, human service - that's what sets us apart from everyone else.
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