Portfolio Management Team
3 weeks ago
Company Overview
Optimize is a leading investment management firm dedicated to delivering a high-touch experience to our network of clients. We specialize in managing diverse portfolios across various asset classes, employing rigorous risk management practices to ensure the security and growth of our investments.
Position Overview
We are seeking a highly skilled and experienced Senior Risk Analyst to join our dynamic team. The Investment Analyst will play a key role in supporting portfolio risk monitoring, analysis, and reporting across all asset classes. Reporting to the VP of Trading and Research, the successful candidate will collaborate closely with portfolio managers, analysts, and other stakeholders to identify, assess, and mitigate investment and non-investment risks.
Responsibilities:
- Utilize Bloomberg's suite of risk management tools to run a variety of reports / models. The candidate should have prior experience with Bloomberg RM, Bloomberg PORT, Bloomberg RFA, VaR, as well as experience with construction of customized stress testing and scenario analysis.
- Support portfolio risk monitoring and reporting to provide transparency into the risk profile of various asset classes.
- Identify, analyze, and monitor investment and non-investment risks in accordance with industry best practice risk management methodologies.
- Collaborate with portfolio managers in assessing new or revised products, transactions, and initiatives, including preparing transaction risk assessments and evaluating portfolio risk implications.
- Develop comprehensive risk reports for internal stakeholders with insightful commentary.
- Research and recommend modeling improvements to enhance risk measurement methodologies in consultation with portfolio managers and the Risk Management team.
- Advise on potential stress events and emerging risks, and collaborate with stakeholders to conduct stress and scenario testing.
Qualifications:
- Expert knowledge of Bloomberg's complete suite of risk management tools is a must.
- Bachelor's degree in Finance, Economics, Mathematics, or related field; advanced degree (e.g., MBA, CFA, FRM) preferred.
- Proven experience in risk management within the investment industry, with a focus on portfolio risk monitoring and analysis.
- Strong understanding of risk management principles, methodologies, and tools.
- Excellent analytical and quantitative skills, with proficiency in statistical analysis and modeling.
- Ability to communicate complex concepts clearly and effectively to stakeholders at all levels.
What's in it for you?
- A competitive salary
- Work in a rapidly growing, dynamic, and high-performing company within the downtown financial district
- Comprehensive Benefits
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