Investment Risk & Performance Analyst - ONSITE (Carmel, IN)

About the role

The Investment Risk & Performance Analyst plays a critical role in supporting portfolio managers and the investment team to drive optimal risk-adjusted returns for the firm’s portfolios. This individual will deliver high-quality analysis, performance monitoring, and reporting to inform investment decisions and meet client objectives.

Responsibilities

• Performing detailed analysis of portfolio performance, exposures, and risk factors across strategies, benchmarks, and asset classes.
• Assisting in the preparation of forward-looking scenario analysis and stress testing that support investment decisions.
• Monitoring liquidity, guideline compliance, and quantitative risk metrics to ensure alignment with investment policy.
• Developing and maintaining key risk and return metrics for internal stakeholders, including senior management and business partners.
• Benchmarking portfolio investments against market indices and peer groups; preparing attribution analysis and interpreting variance drivers.
• Ensuring accuracy, timeliness, and integrity of performance reporting and analytics.
• Managing relationships with other portfolio managers, traders, and analysts within the firm in support of investment decisions and ad hoc analysis.

Requirements

• Typically requires a Bachelor’s degree in Finance, Economics, or related field.
• Typically requires a minimum of 3 years of experience in investment-related field.
• The ability to apply AI tools to analyze data and deliver actionable insights.

Qualifications

• Progress toward graduate degree or professional designation preferred (MBA, CFA, CPA).
• Programming experience in Python, etc. is preferred.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) retirement plan with company match
• Short-term & long-term disability insurance
• Paid time off and corporate holidays
• Paid parental leave
• Company-paid life insurance

Pay

$81,000.00 - $121,600.00 Annual

Schedule

Full time