Associate Director, Performance & Risk

About the Firm

Founded in 2006, Sun Venture is a long-term investor with a methodical and disciplined approach. We invest globally across a broad range of asset classes, including private equity, real estate, public equities, fixed income, and alternatives, with the goal of delivering sustainable value across market cycles.

www.sunventure.com

Description

As an integral member of the Performance & Risk team, the Associate Director plays a critical role in providing an independent and objective perspective on portfolio performance and risk drivers across the total portfolio.

Working closely with the Head of Performance & Risk, the Associate Director will support the CIO and investment teams with decision-useful analytics on portfolio construction, scenario analysis, and risk-adjusted performance. The role involves articulating how investment decisions impact the total portfolio, evaluating the nature and scale of risks being assumed, and determining whether these risks are adequately compensated in line with the portfolio’s objectives.

• Monitor and assess risk across the portfolio to ensure exposures remain within the firm’s risk appetite and support long-term investment objectives.
• Aggregate and analyse risk exposures across asset classes to identify key portfolio risk drivers, assess vulnerabilities across changing market environments, and highlight implications for portfolio performance, portfolio construction, and risk governance
• Assess portfolio performance relative to risk taken by analyzing returns, risk exposures, and key performance drivers across the portfolio
• Monitor portfolio liquidity and leverage levels to ensure adequate funding capacity and compliance with established risk limits
• Monitor and manage concentration and structural risks across the portfolio to ensure adequate diversification and alignment with risk limits
• Ensure effective risk governance by maintaining risk frameworks, monitoring compliance with risk limits, and providing clear risk reporting to senior management and investment committees

• Degree in Economics, Finance, Financial Engineering, Mathematics, or related discipline (CFA or master’s degree would be an advantage)
• At least 8 years of relevant experience in investment risk management and portfolio analytics within financial institutions, preferably covering multi-asset portfolios
• Experience overseeing market, credit, liquidity, and portfolio risks and implementing portfolio risk frameworks at a total portfolio level
• Experience in risk modelling, portfolio analytics, performance attribution, and factor/scenario analysis
• Proficiency in investment risk and portfolio analytics platforms (e.g. MSCI Barra/RiskMetrics, BlackRock Aladdin or similar tools)
• Strong analytical, problem-solving, and quantitative skills
• Excellent communication skills, with the ability to present insights clearly to stakeholders