Associate, Investment Risk & Analytics - Principal Asset Allocation

What You'll Do

We’re looking for an Associate, Investment Risk & Analytics to join our Principal Asset Allocation (PAA) team. In this role, you’ll help execute the team's effort to provide global, multi-asset investment risk management expertise!

• Support the development and deployment of risk models and systems, leveraging quantitative research, analysis, and risk-based analytics to inform investment decisions and enhance portfolio outcomes
• Produce quantitative risk insights, risk assessments, and analytical research to improve investment processes and support decision-making across investment teams
• Develop and maintain proprietary risk data and analytics, including portfolio risk, scenario, and attribution analyses using systems such as MSCI Barra One and Fact Set
• Contribute to the production, maintenance, and enhancement of investment analytics infrastructure, including data processing, storage, and reporting supporting investment strategies

Collaborate with investment teams to ensure the use of high-quality data and deliver insights on portfolio risk factors, performance attribution, and portfolio statistics.

• Bachelor's degree in business or information systems, or eight years related work experience
• Experience with the MSCI Barra One risk model or similar factor-based risk model
• 3+ years of professional experience within the investment management or investment risk management field
• Strong risk management judgment and experience developing or maintaining a robust, global, multi-asset investment risk management framework
• In-depth understanding of investment vehicles (i.e., stocks, bonds, alternatives, mutual funds, UCITs, ETFs) and investment strategies
• Knowledge of finance (particularly risk management, volatility modeling, fundamental analysis, quantitative investment research, asset allocation, portfolio construction, as well as risk and attribution systems) complemented with superior database management experience
• Development expertise and systems management [Python, R, or other relevant languages/DB expertise/etc]

• CFA, FRM, and/or CAIA designation or progress toward
• Bloomberg, Fact Set, Morningstar experience
• Business acumen, superior judgment, and outstanding analytical capabilities with a vision to drive strong investment results through superior risk and engineering support
• Self-starter and demonstrate the capacity to grow into additional investment management responsibilities
• Advanced skills in development and database administration
• Strong written and verbal communications

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

$127,000 - $171,000 / year

• The base salary range for this role is $127,000 - $171,000 as indicated above. Final compensation will be determined based on skills, experience, and alignment with the role’s responsibilities.
• In addition to base pay, this role participates in an annual profit share bonus plan.

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.

No

We’re open to office locations of Des Moines, Seattle, New York, or Raleigh.

At this time, we’re not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States.

For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.