Investment Risk and Performance Specialist

Investment Analytics (Risk & Performance Specialist) – (12-14-Month FTC) – London – Wealth Management

Our client are looking for an Investment Analytics Data Specialist to join the UK Wealth Management business on a 12-14-month contract. This role sits within the Investment Analytics function, which plays a vital role in monitoring investment risk, maintaining performance records, and delivering quantitative insights that directly inform investment decisions.

This is a great opportunity for someone who enjoys working with complex financial data, is highly numerate, and wants to apply modern analytical tools and techniques to real-world investment challenges.

What you’ll do

• Produce regular portfolio analytics, from official performance records to forward-looking risk estimates.
• Deliver monthly reporting to the Investment Oversight Committee, covering risk budgeting, stress testing, factor exposures, and performance.
• Analyse large and complex financial datasets to identify patterns and insights.
• Work with Bloomberg PORT Enterprise to generate and batch portfolio analytics reports.
• Help automate data collection and reporting processes using Python or R.
• Communicate risk and performance insights clearly to senior management, client advisers, and portfolio managers.
• Ensure reporting and analytics are aligned with industry best practices.
• Support ad hoc requests for data and analysis, including RFPs and client materials.

What they’re looking for

• Strong analytical skills and the ability to work with complex data.
• Previous experience in investment performance or risk (preferred).
• Strong interest in financial markets, investing, and data science.
• A degree in mathematics, finance, economics, or data science.
• Proficiency in Excel and PowerPoint (essential).
• Programming skills in Python or R (preferred).

Why apply?

This role offers exposure to risk management, performance analytics, and investment oversight at a leading wealth management business. You’ll work at the intersection of data science and investing, gaining valuable experience in a team that is modernising its analytical toolkit while supporting critical decision-making across the firm.

Please apply below if interested.