Investment Risk & Performance Analyst

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    "location": {
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    "datePosted": "2026-02-23",
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    "description": "<p><span style=\"font-size: 12pt; font-weight: bold\"><span style=\"text-decoration: underline\">About Waycrosse</span><br></span></p>\n<p><span style=\"font-size: 12pt\">Established over 60 years ago, Waycrosse, Inc. is a single-family office based in Wayzata, MN. Waycrosse provides comprehensive wealth management services including: facilitating legal services, tax, insurance, and investments. We are passionate about being a most trusted partner to our clients and we look to hire individuals who can deliver outstanding service with the utmost confidentiality. We are proud to foster an inclusive workplace culture. We strive to attract, develop, and retain top caliber talent through competitive rewards, while ensuring alignment with our values and the achievement of our mission.</span></p>\n<p><br></p>\n<p><span style=\"font-size: 12pt; text-decoration: underline\"><span style=\"font-weight: bold\">General Overview</span></span></p>\n<p><span style=\"font-size: 12pt\">The Investment Risk &amp; 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.</span></p>\n<p><span style=\"font-size: 12pt\"> </span></p>\n<p><span style=\"font-size: 12pt\">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.</span></p>\n<p><span style=\"font-size: 12pt\"> </span></p>\n<p><span style=\"font-size: 12pt; text-decoration: underline\"><span style=\"font-weight: bold\">Key Responsibilities</span></span></p>\n<p><span style=\"font-size: 12pt; font-weight: bold\">Investment Performance &amp; Attribution</span></p>\n<ul>\n<li><span style=\"font-size: 12pt\">Produce and review periodic investment performance reports (monthly, quarterly, and ad hoc) across public and private asset classes, ensuring accuracy and consistency.</span></li>\n<li><span style=\"font-size: 12pt\">Conduct performance attribution and peer/benchmark comparisons to identify drivers of return and sources of relative performance.</span></li>\n<li><span style=\"font-size: 12pt\">Evaluate risk‑adjusted performance and attribution and communicate results to investment teams and senior leadership.</span></li>\n</ul>\n<p><span style=\"font-size: 12pt; font-weight: bold\">Risk Analysis &amp; Monitoring</span></p>\n<ul>\n<li><span style=\"font-size: 12pt\">Monitor individual manager, portfolio‑level, and strategy‑level risk exposures, including market, liquidity, concentration, and idiosyncratic risks.</span></li>\n<li><span style=\"font-size: 12pt\">Perform scenario analysis and stress testing to assess portfolio sensitivity under varying market conditions.</span></li>\n<li><span style=\"font-size: 12pt\">Support enterprise and investment risk governance by preparing risk summaries, dashboards, and supporting documentation.</span></li>\n</ul>\n<p><span style=\"font-size: 12pt; font-weight: bold\">Data Management &amp; Reporting Infrastructure</span></p>\n<ul>\n<li><span style=\"font-size: 12pt\">Oversee the collection, validation, and reconciliation of performance and risk data across internal systems and external providers.</span></li>\n<li><span style=\"font-size: 12pt\">Maintain and enhance performance and risk reporting tools and workflows, ensuring data integrity across systems.</span></li>\n<li><span style=\"font-size: 12pt\">Serve as an internal subject‑matter resource for performance methodologies, analytics, and related investment systems.</span></li>\n</ul>\n<p><span style=\"font-size: 12pt; font-weight: bold\">Collaboration &amp; Communication</span></p>\n<ul>\n<li><span style=\"font-size: 12pt\">Partner with investment, operations, tax, and external partners to resolve data issues and interpret results.</span></li>\n<li><span style=\"font-size: 12pt\">Translate complex statistical and financial analyses into clear, concise insights for non‑technical audiences.</span></li>\n<li><span style=\"font-size: 12pt\">Contribute to special projects, governance initiatives, and continuous improvement of investment analytics and reporting practices.</span></li>\n<li><span style=\"font-size: 12pt\">Support client service initiatives including presentation preparation.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-size: 12pt; text-decoration: underline\"><span style=\"font-weight: bold\">Qualifications</span></span></p>\n<p><span style=\"font-size: 12pt; font-weight: bold\">Education &amp; Credentials</span></p>\n<ul>\n<li><span style=\"font-size: 12pt\">Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related field required.</span></li>\n<li><span style=\"font-size: 12pt\">Advanced degree (MBA, MS, or equivalent) required.</span></li>\n<li><span style=\"font-size: 12pt\">Professional certifications such as CFA or CIPM, or FRM required.</span></li>\n</ul>\n<p><span style=\"font-size: 12pt; font-weight: bold\">Professional Experience</span></p>\n<ul>\n<li><span style=\"font-size: 12pt\">15+ years of experience in investment performance, risk analysis, asset management, or a related analytical role.</span></li>\n<li><span style=\"font-size: 12pt\">Experience working with multi‑asset portfolios, including public markets and alternative investments, is highly desirable.</span></li>\n</ul>\n<p><span style=\"font-size: 12pt; font-weight: bold\">Technical &amp; Analytical Skills</span></p>\n<ul>\n<li><span style=\"font-size: 12pt\">Strong quantitative, analytical, and problem‑solving skills with attention to detail.</span></li>\n<li><span style=\"font-size: 12pt\">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.</span></li>\n<li><span style=\"font-size: 12pt\">Familiarity with statistical analysis, financial modeling, and risk measurement concepts.</span></li>\n</ul>\n<p><span style=\"font-size: 12pt; font-weight: bold\">Communication &amp; Professional Attributes</span></p>\n<ul>\n<li><span style=\"font-size: 12pt\">Ability to clearly communicate complex investment concepts to diverse audiences.</span></li>\n<li><span style=\"font-size: 12pt\">Highly organized, collaborative, and comfortable working across teams in a fast‑paced environment.</span></li>\n<li><span style=\"font-size: 12pt\">Strong sense of ownership, intellectual curiosity, and commitment to continuous improvement.</span></li>\n</ul>\n<p><span style=\"font-size: 12pt\"> </span></p>\n<p><span style=\"font-size: 12pt; text-decoration: underline\"><span style=\"font-weight: bold\">Working Conditions</span></span></p>\n<p><span style=\"font-size: 12pt\">The physical working conditions of this position include an office environment where sitting and working on a computer for extended periods of time are common.</span></p>\n<p><span style=\"font-size: 12pt\"> </span></p>\n<p><span style=\"font-size: 12pt; text-decoration: underline\"><span style=\"font-weight: bold\">Hybrid Work Environment</span></span></p>\n<p><span style=\"font-size: 12pt\">We operate a hybrid work environment. Employees are required to be in the office Wednesdays and a minimum of two other days per week, for a total of three days in office and two days remote. During the first 30 days of employment, in-office work is expected to ensure effective onboarding, collaboration, and relationship building. This work arrangement is subject to change at the discretion of Waycrosse.</span></p>\n<p><br></p>\n<p><span style=\"font-size: 12pt; text-decoration: underline\"><span style=\"font-weight: bold\">Benefits Overview</span></span></p>\n<p><span style=\"font-size: 12pt\">Waycrosse, Inc. provides employees with a comprehensive benefit program including but not limited to medical, dental, life, vision, retirement (401K), and disability plans.</span></p>",
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