Investment Risk & Analytics - Senior Analyst
On-site · Columbus, Ohio, United States
Job Summary
Senior Analyst, Investment Risk & Analytics in Global Private Bank Investment Risk & Analytics (IR&A) leads risk oversight of Managed Strategies spanning proprietary products and third-party funds across Wealth Management. Responsibilities include risk assessment across market, liquidity, concentration, and operational risks; conducting deep dives with stress testing, scenario analysis, and performance attribution; coordinating with due diligence, governance, and controls to ensure audit readiness; developing risk metrics, dashboards, and monitoring tools; and building cross-functional relationships to drive risk oversight and governance improvements. Requires a bachelor’s degree in finance/engineering or related field (master’s preferred), 2+ years in financial services with exposure to investment risk, and strong analytical, communication, and collaboration skills. Preferred qualifications include CFA candidacy and experience with data visualization (Tableau) and programming (Python/VBA).
Required Qualifications
- Bachelor’s degree in Finance, Engineering, or a related field; Master’s in Finance or CFA candidacy a plus
- Minimum 2 years of experience in financial services with exposure to investment risk, product oversight, research, or portfolio analytics
- Proficiency with investment products, including Alternatives, Fixed Income, Equity, and Mutual Funds, and their distinct risk profiles
- Strong analytical and problem‐solving skills with the ability to interpret complex data and translate into clear actions
- Excellent written and verbal communication skills; adept at presenting complex concepts to senior stakeholders
- Demonstrated experience in identifying, assessing, and escalating risk issues with sound judgment and follow‐through
- Familiarity with governance, audit, and regulatory expectations related to investment products and oversight
- Collaborative mindset with proven ability to work across lines of business and functional teams
- High attention to detail and organizational skills to manage multiple priorities in a fast‐paced environment
- Comfort with data‐driven analysis and business intelligence tools for monitoring and reporting
- Commitment to continuous learning, especially on sustainability topics and evolving industry best practices
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