Portfolio Risk Analyst at IMCS Group in Malvern, Pennsylvania

Job Description:

Position: Portfolio Risk Analyst

Location: Malvern, PA 19355 (Hybrid)

Duration: 6 months (Potential for extension/conversion)

Position Overview

We are seeking a Portfolio Risk Analyst to join a fast-paced team focused on building and executing a performance analysis and attribution program. This role is ideal for a detail-oriented professional with 3-5 years of experience in portfolio analysis, risk management, or financial modeling. You will play a key role in developing policies, conducting daily portfolio reviews, and ensuring client portfolios align with strategic goals (e.g., 60/40 allocations).

Key Responsibilities

Performance Analysis & Attribution: Develop and refine models to analyze portfolio performance using tools like Morningstar Desktop, FactSet, and Python/Jupyter notebooks.

Daily Portfolio Reviews: Troubleshoot discrepancies, validate asset allocations, and ensure portfolios meet client objectives.

Program Development: Establish processes/policies for portfolio analysis, working closely with stakeholders to drive efficiency.

Stakeholder Collaboration: Partner with portfolio managers and oversight teams to communicate findings and recommendations.

Data-Driven Insights: Leverage big data and regression modeling to identify trends and improve decision-making.

Required Qualifications

Experience: 3-5 years in portfolio risk, financial analysis, or asset management.

Technical Skills:

Proficiency in Morningstar Desktop, FactSet, and regression modeling.

Experience with large datasets and analytical tools (Python/Jupyter is a plus).

Education/Certifications:

Bachelor's degree in finance, Economics, Business, or Actuarial Science.

CFA Level 1 (or progress toward CFA) preferred.

Soft Skills:

Strong communication skills with a fiduciary mindset.

Team player with an altruistic, client-first attitude. Apply Now