Senior Performance & Risk Analyst

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Job Description

Key Responsibilities:

  • Responsibility for performance and risk oversight of all investment solutions delivered by  Private Clients.
  • Working with the members of the broader investment team to provide insights as to the process and how it is performing.
  • Develop a long-term framework for risk assessment within the investment function with a focus on process documentation and review.
  • Provide oversight on underlying client performance to ensure consistency of outcomes versus expected outcomes.


  • 5 years plus of relevant business experience;
  • Relevant 3rd level Degree or Masters in business/finance/accountancy or engineering;
  • APA Savings and Investments qualification or equivalent;
  • CFA qualification, or working towards, would be beneficial;
  • Excellent information technology capability, including a high level of competence in Microsoft Office products (particularly Excel, Outlook, Word, PowerPoint);
  • Knowledge of Bloomberg Analytics tools, such as PORT is required.

Characteristics of successful candidate:

  • Team Work & Co-operation - Creates strong morale, demonstrates humility and fosters open communication;
  • Risk Management - Adheres to risk management requirements as articulated in the company’s risk framework;
  • Decision Making & Judgement - Establishes a connection in the analysis between a problem and its context and executes judgement through balanced and timely decision making;
  • Planning & Organising – Analytical and decisive, with the ability to prioritise and communicate key objectives to achieve organisational goals
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Alex Caffrey

Senior Recruitment Consultant 01 5005910