Risk & Performance Analyst

The Duff & Phelps team brings together a rare mix of skill, experience, education and credentials in a collegial, collaborative environment.

Job Description

DUTIES AND RESPONSIBILITIES: (List in order of importance; include any supervisory or management responsibilities):

• Reviews risk attributes of portfolio and investment asset classes across D&P's equity strategies.
• Reviews performance analysis / attribution to ensure adherence to investment philosophy.
• Serves as a performance related (GIPS) subject matter expert for the firm’s portfolios and strategies for fund products and institutional investment processes, being mindful of changes in industry’s performance requirements and standards. Prepares and communicates complex information to performance committee and other internal committees.
• Reviews and analyzes performance returns and attribution reports to identify risks and trends. Also reviews composite performance returns and analyses generated by our investment accounting and other internal systems, within set deadlines.
• Develops and applies methods for measuring and managing risk information relating to DPIM business, investments, portfolio strategies and processes of the firm.
• Initiates independent analyses of composite returns for all D&P investment products, including interaction with the external verification firm.
• Works with internal staff to create analysis in support of marketing efforts.
• Serves as the key resource for all portfolio performance, composite performance, performance attribution, risk analyses, and risk reports.
• Reviews with Compliance staff the performance related disclosures that accompany marketing / advertising materials. Also reviews the information to be used for product profiles, client presentations, RFP’s and questionnaires within deadlines; assists with complex RFPs with Marketing/Client Services staff.
• Participates in special projects and performs other duties as assigned by senior management.
  
  

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for the position. Other duties may be assigned from time to time by management.

MINIMUM QUALIFICATIONS: (education, experience, certifications, licenses & skills required):

• Bachelor's degree and 3-7 years of risk work experience in the asset management industry or a related field.
• CFA, CIPM, FRM / PRM, or other risk-oriented designations preferred.
• Advanced use of Bloomberg and Excel skills required,, and additional skills using FactSet preferred.
• Strong knowledge of the investment profession, investment concepts, tools and terminology.
• Strong analytical aptitude, PC computer and internet research skills.
• Detail-oriented with significant initiative and self-reliance required to ensure that data is correct and compiled in a timely manner.Excellent interpersonal, communication (verbal and written) and comprehension skills with the ability to work independently.
• Ability to prioritize and multi-task simultaneously based on the level of importance of projects.
  
  

Physical Requirements

• Willingness to work in a hybrid work environment (i.e., combination of remote and in office work).
• Some travel and overtime may be required periodically.
• Ability to operate a computer and perform repetitive motion activities.
• Ability to remain in a stationary position at least 50% of the time.
  
  

Base Salary Range: $98,000 to $124,000/annually

The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.

Virtus and its affiliates is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.