Investment Risk Analyst

About the position The Investment Risk Analyst will support investment analysis, manager due diligence, proactive risk management and ongoing portfolio review across a broad range of strategies, with a primary focus on private markets and less liquid investments. Coverage may include private credit, private real assets, private equity, and strategies that combine public and private exposures. This position is intended for an early career investment professional. The role emphasizes analytical development, exposure to senior investment discussions, and hands on work across both investment and investment risk perspectives.

Responsibilities

• Support investment performance reviews across public and private market strategies, including identifying performance drivers and notable changes versus expectations.
• Support manager due diligence and track record evaluation, including performance history, attribution where available, portfolio construction, decision process consistency, and key risks.
• Analyze portfolio exposures and risk, including concentration, liquidity, leverage, and structural features specific to less liquid vehicles.
• Review and synthesize investment materials, including manager communications, investment memos, quarterly letters, and portfolio updates.
• Assist in maintaining consistent monitoring frameworks for less transparent strategies, including repeatable templates, documented assumptions, and clear escalation thresholds.
• Prepare clear analytical summaries for internal investment reviews and governance forums, with conclusions supported by evidence and appropriate caveats on data limitations.
• Support evaluation of new strategies and changes to existing mandates, including rationale, expected role in portfolio, and key risks and constraints.
• Collaborate with internal stakeholders to provide timely, evidence based investment insights, including ad hoc analyses tied to market events and manager developments.
• Use advanced analytics and AI enabled tools to improve the consistency and efficiency of investment review and risk assessment.
• Apply modern techniques to distill insights from large volumes of material, identify changes in portfolio posture over time, and highlight emerging risks for follow up.
• Contribute to building repeatable workflows that improve monitoring discipline, while adhering to firm policies for confidentiality and appropriate handling of non public information.

Requirements

• Bachelor’s degree in a quantitative or analytical discipline required. CFA, Master’s degree or MBA with strong analytical focus is a plus.
• 1 to 4 years of experience in an investment related or investment risk adjacent role. Internships in asset management, consulting, banking, or investment risk are relevant.
• Exposure to private markets or alternative investments required.
• Strong written and verbal communication skills, including the ability to synthesize complex information into concise, decision oriented summaries.
• Demonstrated interest in building a career in investment analysis and investment risk, with strong attention to detail and follow through.
• Strong Excel skills and comfort working with data, including clean outputs and transparent assumptions.

Nice-to-haves

• CFA, Master’s degree or MBA with strong analytical focus is a plus.
• Experience with investment analytics platforms such as Bloomberg, FactSet, or Aladdin is a plus.
• Familiarity with Python, SQL, or similar tools is helpful.
• Experience using AI enabled analytical tools in a professional setting is valued.
• Experience with PitchBook and or Preqin is a plus.
• Experience with company level valuation and financial analysis is a plus, including interpreting financial statements, assessing value drivers, and translating downside risks into monitoring questions.

Benefits

• We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs.
• Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.

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