Risk Management and Resilience (senior role)

Job Description

Role Purpose

Lead the implementation and continuous enhancement of Strategic Risk and Portfolio Risk Management capabilities for a sovereign investor focused on critical infrastructure and global supply chains. Provide actionable risk insights at strategy, portfolio, and investment levels to guide allocation, underwriting, and active ownership, ensuring resilient, long-term outcomes.

Organizational Context

This role is embedded in a global investment organization managing a diversified portfolio across infrastructure and private equity sectors, including energy, logistics, digital infrastructure, industrials, food systems, and healthcare. The investor targets long-term, dividend-led returns with concentrated holdings in both emerging and developed markets and maintains a strategic interest in a large asset manager.

Core Responsibilities

Macro, Thematic, and Sector Risk

Lead macro risk monitoring encompassing macroeconomic trends, geopolitics, geo-economics, supply chain dynamics, trade, sustainability, and technology.

Drive thematic, sector, scenario, and macro-event risk reviews.

Strategy and Portfolio Risk Reviews

Conduct comprehensive risk assessments at portfolio strategy, cluster, and individual investment levels, examining risk scenarios and their potential impact on performance.

Translate risk insights into allocation and pacing guidance, establish risk guardrails, and develop mitigation playbooks.

New Investment and Post-Deal Risk Oversight

Oversee risk screening, due diligence, and investment risk analysis, ensuring integration of risk perspectives in investment decisions.

Post-transaction responsibilities include setting risk KPIs, continuous risk monitoring (e.g., refinancing, FX, commodity, contract risks), and leading mitigation initiatives such as hedging and governance adjustments.

Stress Testing and Scenario Analysis

Design and execute multi-horizon stress tests across strategy, portfolio, and asset levels, covering macroeconomic, policy, climate, and demand / supply shocks.

Quantify capital risk, liquidity risk, and dividend coverage risk; recommend actions and track outcomes.

Data, Modelling, and Analytics

Manage macroeconomic and private market datasets, ensuring data integrity and effective utilization.

Own portfolio modelling tools and oversee their maintenance to support risk analysis.

Promote AI-enabled risk analytics and ensure robust model governance.

Governance and Reporting

Prepare concise, decision-ready risk reports and packs for senior management.

Maintain audit-ready documentation of risk methodologies and decisions.

Requirements

• 15+ years relevant experience, including significant in-house tenure in portfolio or investment risk within a sovereign investor, pension fund, PE, or infrastructure platform with direct / private mandates.
• Proven leadership of portfolio and investment risk teams with tangible impact on IC / Board decisions.
• Advanced degree (Masters or PhD) in an analytical / quantitative discipline (e.g. Finance, Economics, Engineering, Data Science, Statistics).
• Professional qualifications in finance / financial risk : CFA, FRM, and / or CAIA, or Masters in Finance.
• Deep understanding of investment strategy formulation / evolution and how risk informs decisions at strategy, portfolio, and asset levels.
• Private equity and infrastructure risk expertise (underwriting, structuring, regulation, project / contract risk, refinancing cycles) and risk management within large alternative asset management firms.
• Proficiency with portfolio modelling tools, factor / concentration analysis, look-through aggregation, and liquidity / dividend coverage metrics.
• Competence in investment-level models and fundamental analysis.
• Fluency with macro and private-market data sources (e.g. IMF / BIS / national statistics; Bloomberg / Refinitiv; Preqin / PitchBook; infra benchmarks).
• Familiarity with portfolio modelling systems such as MSCI Barra, Aladdin, Factset or bespoke models.
• Data analytics and AI skills.
• Strong communication, being able to distill complex analysis into clear choices for C-suite and investment professionals.

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