Risk and Liquidity Manager – Investment Management Team

Job description

The Risk and Liquidity Manager is a critical member of the House View and OCIO teams, supporting investment risk and liquidity management across diversified, multi-asset class portfolios. The House View portfolios are the core offerings to wealth management clients, while the OCIO portfolios serve a sophisticated institutional client base, including endowments, foundations, retirement plans, and ultra-high-net-worth families.

This role will contribute to the firm’s risk governance framework by preparing analysis, monitoring portfolio risks, supporting liquidity assessments, and helping deliver clear insights to portfolio managers and internal stakeholders.

• Support the identification, measurement, and monitoring of portfolio and aggregate client risk exposures, including market, credit, factor, interest rate, inflation, and currency risks.
• Assist in developing and maintaining liquidity projections and stress testing across portfolios, incorporating both public and private market exposures.
• Support the selection, implementation, setup, testing, and ongoing use of risk and analytics systems.
• Maintain risk analytics, dashboards, and reporting tools for use by House View portfolio managers, OCIO leadership, and client stakeholders.
• Conduct scenario analysis, value-at-risk (VaR), and tail-risk assessments using internal and third-party risk systems, with guidance from senior team members.
• Monitor redemption terms, lockups, and gating risks of underlying fund investments to ensure alignment with client liquidity needs and spending policies.
• Build and update liquidity models based on client and institutional spending needs, and portfolio liquidity availability.
• Prepare risk and liquidity analysis to support client meetings, new client onboarding, and internal portfolio reviews.
• Collaborate with investment and compliance teams to support risk policies, investment guidelines, portfolio construction parameters, and data quality.
• Prepare and present risk reports to internal investment committees, audit and compliance teams, and client boards as needed.
• Partner with technology, operations, and analytics teams to enhance risk reporting platforms, data pipelines, and ensure data integrity.
• Stay current on industry best practices, regulatory developments, and emerging risks relevant to institutional portfolios.