Junior Risk and Performance Analyst at Moneyfarm streamlining investment team reporting and data management. Utilizing Python and SQL to automate workflows and ensure data integrity.
Responsibilities
Automated Reporting: design, automate, and distribute performance, risk, and P&L reports for Portfolio Managers and stakeholders using Python.
Risk analyses: monitoring risk metrics and risk limits on the various investment lines.
Performance Attribution: analyse the performance of the portfolios, identifying the main performance, risk and factor drivers and report and explain the outcome to portfolio managers.
Reconciliation & Quality Control: calculate and investigate discrepancies between internal records and external counterparties.
Database Management: write SQL queries to extract data for ad-hoc analysis, perform routine database health checks, and ensure data integrity.
Process Improvement: identify manual operational bottlenecks and build scripts to streamline investment operations, with the help of dedicated engineers.
Requirements
Education: Bachelor’s degree in Finance, Economics, Computer Science, Engineering, or a related field.
Financial Literacy: A solid understanding of financial markets, asset classes (Equities, Fixed Income, Derivatives), and core concepts (NAV, exposure).
Programming Skills:
Python: Proficiency in writing scripts for data manipulation (pandas, NumPy) and automation.
SQL: Strong ability to write queries, joins, and manage database views.
Experience: 0–2 years of relevant experience (internships included).
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