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

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

Pay Range: $81,000.00 - $121,600.00 Annual

Schedule

This position is full-time.

Company

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

• 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

Contact Information

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Job ID / Requisition Number

ReqID : JR170280

Apply

To apply, please click on the link provided in the job description.