Description
RiskBridge Advisors, LLC is an independent investment advisory firm founded in July 2020. The firm serves institutional clients, including non-profit organizations, foundations, and financial services firms, through outsourced chief investment officer (OCIO) and investment advisory solutions, and serves high net worth individuals and families through comprehensive wealth management, financial planning, and family office solutions. Institutional clients are served through the OCIO platform and individual and family clients through the Private Wealth Management platform.
For more information on our firm and team, please visit our website at www.riskbridgeadvisors.com.
POSITION SUMMARY
The RiskBridge Investment Team provides comprehensive manager due diligence across a wide range of investment strategies, including separately managed accounts, mutual funds, UCITS, exchange-traded funds, and private vehicles in the equity, fixed income, and alternative investment classes. The Investment Team engages with a broad array of investment managers to identify high-quality strategies for client portfolios.
The investment analyst will focus on fixed income investment strategies available across mutual funds, SMA, and ETF vehicles. The investment analyst will primarily be responsible for sourcing new investment managers and conducting initial and ongoing investment due diligence for various fixed income products.
KEY RESPONSIBILITIES
- Lead end-to-end manager due diligence across public fixed income strategies, including documentation review, conference calls, on-site visits, and in-person meetings with portfolio managers and senior investment personnel.
- Evaluate managers across the investment process, portfolio construction, risk management, fund terms, current positioning, and historical return profile, applying both common analytical frameworks and bespoke analyses to develop differentiated insights.
- Conduct portfolio and performance attribution analysis using internal and third-party tools to assess return drivers, risk exposures, and consistency with stated strategy.
- Produce written research that supports RiskBridge's investment decisions and house views.
- Present findings and recommendations to the RiskBridge Investment Committee.
- Source new investment ideas and monitor existing strategies through ongoing engagement with portfolio managers and senior personnel.
- Serve as a go-to resource for colleagues seeking current information on managers, comparative analyses, and the research team's opinion.
- Stay current on industry trends, regulatory developments, and market events affecting funds, managers, clients, and the broader asset management industry.
- Adhere to firm policies and procedures governing initial and ongoing due diligence, including on-site reviews, written notes, and timely updates to reports and monitoring files.
- Contribute to a collaborative team environment built on idea sharing, mutual learning, and coverage back-up.
Requirements
QUALIFICATIONS
- Series 65 is required, and successful completion of CFA is a plus
- Bachelor’s degree with a record of achievement
- 3-5 years of manager due diligence experience
- Strong, demonstrated interest in investments
- Demonstrated command of written communication and strong business writing skills
- Strong analytical and quantitative skills
- Demonstrated leadership, integrity, and initiative
- Ability and willingness to engage in conversation with internal and external parties, including senior investment managers
- Strong Excel skills are required. Programming skills are a plus.
- Ability to work both independently and in a team under tight deadlines
- Ability and willingness to travel domestically
COMPENTENCIES
- Strong analytical and problem-solving abilities; detail-oriented with high standards for accuracy and quality.
- Exceptional process orientation; able to design, document, and scale repeatable workflows.
- Ability to work independently while collaborating effectively with cross-functional teams.
- Excellent time management skills with the ability to prioritize across multiple clients, vendors, and deliverables.
- Strong written and verbal communication skills.
- Adaptability and resilience in changing market and operational conditions.
- A fiduciary mindset prioritizes the client's interests.
