Portfolio Risk Analyst

Full time,37.5 hour per week(we welcome flexible working discussions)

An opportunity to make a difference

Our client's purpose is to make a difference and theyre looking for a keen Portfolio Risk Analyst to join their team.

As a customer-owned and customer-focused organisation, integrity is one of their values, as is their collaborative and sustainable approach. Our client's focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. Theyre the largest UK asset manager outside London or Edinburgh, and they provide innovative investments that deliver sustainable returns over the long term.

The role what youll be doing

Join them as a Portfolio Risk Analyst and you will join a growing team responsible for maintaining and developing portfolio risk and responsible investment analytics and measures across all investment sub-funds and portfolios in accordance with their investment processes, procedures and relevant legal or regulatory requirements.

Your role is hugely important and will include:

• Producing accurate and timely portfolio risk and responsible investment reports. Youll report across a variety of asset classes on a weekly, monthly and quarterly basis and maintain quantitative portfolio measures, including responsible investment screens, to provide Portfolio Managers, the Investment Team and Executive Committees with appropriate investment information.
• Monitoring key risk metrics such as concentration, liquidity, stress test and scenario analysis, risk and performance attribution. You will help to improve metrics independently and work alongside the Research and Responsible Investment teams, providing appropriate quantitative and portfolio risk input.
• Responsibility for extracting, analysing, and maintaining data for a range of identified purposes, use cases and end users. You will provide oversight of the accessibility, quality, and integrity of data available from different sources and providers.

About you and the value youll bring to their team

Our client would like you to be educated to degree level (or equivalent) as a minimum and have a suitable investment management qualification (or a willingness to working towards this). In addition:

• You have aptitude for learning and a commitment to continue to develop your knowledge and skills across systems and software relevant to the role.
• Youre highly numerate with the ability to demonstrate effective analytical skills, both qualitative and quantitative, and can distil a wide range of information in a concise and cohesive manner.
• Youre able to work with large data sets, manipulate and cleanse data, and you are highly competent in the use of Microsoft Excel.
• You have a keen interest in, and understanding of, investment markets, long-term investment and commitment to responsible investment and sustainability.

Why join our client?

You will receive competitive remuneration and have access to excellent benefits:

• Vitality Health Insurance for all employees
• Employee Assistance Programme
• A generous holiday allowance of 30 days a year, plus bank holidays
• Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC)
• Critical Illness Cover
• Pension scheme
• Stunning Leeds city centre location only a short walk to the train station
• Cycle to work scheme
• Life Assurance of 6 times of salary
• Sustainable travel plans and public transport discounts
• Range of discounts for Leeds gyms, shops and restaurants
• Hybrid working
• Onsite gym

Diversity and inclusion

They welcome applications from people of all experience levels and backgrounds and value diversity of thought. They are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. They encourage colleagues to progress, be themselves and be their best through both personal and professional development.

If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, they would be happy to discuss making reasonable adjustments to our processes for you.

Our client is looking for people with the right values, behaviours, skills and experiences and if you meet some of the roles criteria and are interested in finding out more about the company and the team, theyd love to hear from you.

About us

Based in Leeds, our client is the largest LGPS (Local Government Pension Scheme) pool in the UK. It is owned by 11 Local Government Pension Schemes (Partner Funds). The Partner Funds represent 3,100 employers and over a million members.

The Partner Funds are Bedfordshire, Cumbria, Durham, East Riding, Lincolnshire, North Yorkshire, South Yorkshire, Surrey, Teesside, Tyne and Wear and Warwickshire.

The Partner Funds have c.£64bn in investments, of which our client is directly responsible for the management of £40.3bn (as of 31 March 2024). They also provide support and advice on a further £8.2bn, primarily invested in index funds, which sit outside of the pool.

Our client offers its 11 Partner Funds investment opportunities across equities, fixed income, private markets, and global real estate. UK real estate is under development.

Since launch, our client has been awarded Best Pool of the Year at the LAPF Investment Awards three years out of four, most recently won the Pool Innovation of the Year and named at the Professional Pensions UK Pensions Awards as Equity and Alternatives Manager of the Year.

In 2024, they were also awarded Sunday Times Best Place to Work.

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