Investment Risk & Performance Analyst

Waycrosse • Wayzata, MN

1d • Hybrid

About The Position

The Investment Risk & Performance Analyst (Analyst) is responsible for delivering accurate, insightful, and timely investment performance, attribution, and risk analysis across a diversified, multi‑asset portfolio. This role sits at the intersection of investment analytics, risk oversight, and data integrity, supporting investment decision‑making, governance, and external reporting. The Analyst partners closely with investment directors, portfolio managers, operations, and external service providers to ensure performance and risk information is reliable, well‑understood, and actionable. The role requires both strong technical expertise and the ability to translate complex analyses into clear insights for senior leaders and stakeholders.

Requirements

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related field required.
• 10+ years of experience in investment performance, risk analysis, asset management, or a related analytical role.
• Strong quantitative, analytical, and problem‑solving skills with attention to detail.
• Proficiency in Excel and experience with investment analytics and performance systems (e.g., performance attribution, risk tools, portfolio analytics platforms) such as MSCI Total Plan, Clearwater, Eton Atlas, Addepar, or BlackDiamond.
• Familiarity with statistical analysis, financial modeling, and risk measurement concepts.
• Ability to clearly communicate complex investment concepts to diverse audiences.
• Highly organized, collaborative, and comfortable working across teams in a fast‑paced environment.
• Strong sense of ownership, intellectual curiosity, and commitment to continuous improvement.

Nice To Haves

• Advanced degree (MBA, MS, or equivalent) preferred.
• Professional certifications such as CFA or CIPM, or FRM strongly preferred.
• Experience working with multi‑asset portfolios, including public markets and alternative investments, is highly desirable.

Responsibilities

• Produce and review periodic investment performance reports (monthly, quarterly, and ad hoc) across public and private asset classes, ensuring accuracy and consistency.
• Conduct performance attribution and peer/benchmark comparisons to identify drivers of return and sources of relative performance.
• Evaluate risk‑adjusted performance and attribution and communicate results to investment teams and senior leadership.
• Monitor individual manager, portfolio‑level, and strategy‑level risk exposures, including market, liquidity, concentration, and idiosyncratic risks.
• Perform scenario analysis and stress testing to assess portfolio sensitivity under varying market conditions.
• Support enterprise and investment risk governance by preparing risk summaries, dashboards, and supporting documentation.
• Oversee the collection, validation, and reconciliation of performance and risk data across internal systems and external providers.
• Maintain and enhance performance and risk reporting tools and workflows, ensuring data integrity across systems.
• Serve as an internal subject‑matter resource for performance methodologies, analytics, and related investment systems.
• Partner with investment, operations, tax, and external partners to resolve data issues and interpret results.
• Translate complex statistical and financial analyses into clear, concise insights for non-technical audiences.
• Contribute to special projects, governance initiatives, and continuous improvement of investment analytics and reporting practices.
• Support client service initiatives including presentation preparation.

Benefits

• Waycrosse, Inc. provides employees with a comprehensive benefit program including but not limited to medical, dental, life, vision, retirement (401K), and disability plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level