BNY Mellon Careers

Newton, Investment Risk Analyst

London, United Kingdom
Asset Management


Job Description

Role Purspose:

 

To provide analysis of portfolios and support the oversight of portfolios managed by Newton

      

Company Overview:

Newton Investment Management Limited is an active investment management firm, using thematic ideas about the long-term investment landscape to create and manage strategies that help secure clients’ futures. Newton thinks on a global basis, with its single London-based investment team working collaboratively across asset classes and regions. The firm builds bold solutions, designed to meet the real-world challenges clients face, and the team manage them responsibly in the broadest sense – through embedding environmental, social and governance considerations, and engaging on issues that affect their clients. Those clients are based around the world, and include pension funds, corporations and charities and, via Newton’s parent company BNY Mellon, individuals.

 

 

With offices in London and New York, Newton has £46.7bn (as at 31 December 2018) under management. News and other information about Newton is available at www.newtonim.com and via Twitter: @NewtonIM

 

Newton employees are bright, inquisitive, thoughtful and collaborative. They are highly motivated to deliver performance and service to clients.  Newton prides itself on being an employer of choice, with a flexible working environment and a commitment to diversity and opportunity among its employees. 

 

Newton is a professional, friendly and collegiate place to work. The firm looks to attract individuals who are keen to work as part of a team, in a meritocratic environment, and who are driven to help make the organisation a great place to work. 

 

Resonsibilties: 

  • To undertake analysis of portfolios with the aim of providing insight into the management of the portfolios and any investment risk issues that may be present

  • To maintain, develop, and interrogate Newton’s Investment Risk Framework and investigate areas of potential concern from a risk perspective, escalating appropriately through the governance structure

  • Regular provision of analysis to the Investment Risk Oversight Group (IROG) and related groups/committees.

  • To undertake and present own analysis to relevant forums and to inform discussions over any highlighted issues or concerns

  • Production of packs and contribution to investment risk related meetings

  • Resolution of action points and continuing analysis arising out of areas of research presented to the IROG meetings.

  • Support and production of routine analysis and reporting from ex-ante Risk Models

  • Provision of appropriate investment risk information to the investment team

  • Maintain enhanced knowledge of the risk systems and analytical techniques and systems used for data retrieval and reporting

  • Maintain a good knowledge of Newton’s fund range and product offering.

  • To assist with the minuting and recording of discussion at all investment risk related meetings.

  • To undertake development of new analytical tools and reporting to assist with the understanding of portfolios managed by Newton.

  • To provide monitoring and oversight of derivative positions held within Newton portfolios.

  • Assist client relationship and business development teams with investment risk information as appropriate

  • Act as a general resource for investment risk related information to senior management

  • To contribute to independent research on Newton’s fund range, the drawing of conclusions and the presentation of analysis at the appropriate forum.

  • Provide accurate and appropriate management information to Senior Management.   

Financial (if appropriate)

  • Manage any delegated budget in a manner that will best serve Newton’s best interests.

  • Provide the Finance Department with monthly tracking and projection information.

 

TCF, Regulatory and Compliance Responsibilities:

 

  • Be aware, maintain knowledge and adhere to the relevant regulatory and legal obligation of the function managed, including local and wider group policies.  This should include an understanding, and the appropriate application, of the FSA requirements, the Six Consumer Outcomes and Newton’s TCF commitments.  Report any suspected breaches to the Compliance or Legal departments, as appropriate immediately on discovery.

 

Risk Management:

  • Monitor, document and report business risks and internal controls of the function managed, alerting Senior Management immediately of any significant changes. 

Business Continuity:

  • Be aware of the current and effective business continuity plan to ensure an appropriate response to any disruption to systems, information services, communications and office facilities
  •  Comply with all BNY Mellon corporate policies and procedures, including HR policies and procedures, applicable to BNY Mellon

  • Comply with all Newton policies and procedures, taking particular care where held to a higher standard than the BNYM policy

  • Alert management including the Chief Risk Officer and / or the EMEA Chief Risk Officer immediately of any significant changes to business risks and internal control effectiveness.

  • Notify management and/or the Chief Compliance and Ethics Officer and Head of International Compliance immediately on discovery of any material regulatory brea

  • Comply with all Security and Health & Safety policies and procedures operating within the business.


Generic Staff Responsibilties:

  • Comply with all BNY Mellon corporate policies and procedures, including HR policies and procedures, applicable to BNY Mellon

  • Comply with all Newton policies and procedures, taking particular care where held to a higher standard than the BNYM policy

  • Alert management including the Chief Risk Officer and / or the EMEA Chief Risk Officer immediately of any significant changes to business risks and internal control effectiveness.

  • Notify management and/or the Chief Compliance and Ethics Officer and Head of International Compliance immediately on discovery of any material regulatory breach.

  • Comply with all Security and Health & Safety policies and procedures operating within the business.

 

 

Qualifications

Shared Values and Core Competencies:

    

Values:


  1. Client Focus – demonstrates clear understanding of importance of effective customer service, internally and externally
  2. Trust  - evidences high standards of integrity and openness
  3. Teamwork – demonstrates ability to work effectively as a member of a team, a collaborative style, and understands the value of diversity
  4. Outperformance – evidences the ability to exceed expectations of others.

   

Core Competencies:

  1. Global Acumen - Developing and incorporating an understanding of the competitive global  business environment as well as an awareness of economic, social  and political trends that impact the organization’s global strategy

  2. Establishing Strategic Direction - Establishing and committing to a long-range course of action to accomplish a long-range goal or vision after analyzing factual information and assumptions taking into consideration resources, constraints and organizational values

  3. Developing Strategic Relationships - Using appropriate interpersonal styles and communication methods to influence, collaborate and build effective relationships with business partners (e.g., peers, functional partners, external vendors and alliance partners)

  4. Building Organisational Talent - Attracting, developing and retaining talented individuals. Providing timely coaching, guidance and feedback to help others maximize their potential and meet key accountabilities. Using appropriate methods and interpersonal styles to develop, motivate and guide a team toward successful outcomes and attainment of business objectives

  5. Change Leadership - Continuously seeking (or encouraging others to seek) opportunities for different and innovative approaches to addressing organizational problems and opportunities

  6. Client Orientation - Cultivating strategic client relationships and ensuring that the client perspective  is the driving force behind all value-added business activities

  7. Driving Execution - Translating strategy into operational reality. Breaking down strategic priorities or business initiatives into key tasks and identifying accountabilities. Aligning communication, people, culture, processes, resources and systems to ensure effective implementation and delivery of required results

 

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BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: United Kingdom-Greater London-London
Job: Asset Management
Internal Jobcode: 51506
Organization: Newton-HR06148
Requisition Number: 1902956