Overview
NewEdge Wealth is seeking an Investment Risk Analyst to help assess portfolio and market risks, analyze financial data, and monitor factors that may affect investment performance. This role will work closely with investment and operations teams to prepare risk reports, track market developments, and provide analytical support for day-to-day investment management.
The ideal candidate will have experience in finance, investments, or risk analysis, with familiarity in portfolio analysis, market risk, and basic financial analysis. Strong data-handling, analytical, and communication skills are important, along with the ability to identify potential risks and report findings accurately.
Duties
- Collect, organize, and validate investment and financial data using Excel, SQL, and other relevant analytical tools.
- Monitor market developments and portfolio performance, analyzing market fluctuations, asset allocation, and risk exposures that may affect investment returns.
- Assist with investment risk assessments, including credit risk, liquidity risk, and other factors that may affect portfolio stability.
- Maintain risk monitoring data and analytical models, review key risk indicators, and identify unusual activity or potential concerns for further review.
- Work closely with investment management and operations teams to prepare risk assessments and periodic reports, providing analytical support for investment decisions and day-to-day risk management.
Skills
- Strong analytical skills, with the ability to use statistical methods, data modeling, and visualization tools to evaluate financial and investment data.
- Knowledge of finance, investments, or risk management, including financial analysis, financial modeling, and basic portfolio management principles.
- Familiarity with banking and financial services, particularly credit risk, market risk, liquidity risk, and risk assessment processes.
- Proficiency in Microsoft Excel; experience with SQL or VBA is preferred. Familiarity with financial software and data analytics tools is a plus.
- Strong problem-solving, critical-thinking, and report-writing skills, with the ability to communicate findings clearly and work effectively with different teams.
- Understanding of relevant financial regulations and compliance requirements, with the ability to monitor market developments and identify potential risks.
Pay: $118,000.00 - $155,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Adoption assistance
- Caregiver leave
- Commuter assistance
- Dental insurance
- Dependent care reimbursement
- Employee assistance program
- Employee discount
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Internet reimbursement
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
- Volunteer time off
- Wellness program
- Work from home
Work Location: Remote
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