Investment Risk Manager

Reading (Flexible / Remote)

*We are continuing recruitment and have implemented new virtual processes for attraction, selection and onboarding of talent*

A fantastic opportunity has arisen to lead and develop our Investment Analysis Team. Working with our partners and clients as well as internally as you deliver a first-class service as part of our award-winning Financial Planning system.

The successful candidate will receive a competitive salary, in addition to a fantastic benefits package, flexible working and an awesome company culture.  This is a great role if you are wanting to progress your career in a forward-thinking, growing tech business.

What are we looking for in the ideal candidate?

You will need to be an excellent communicator who enjoys the “doing” as well as managing tasks, used to delivering to deadlines and happy managing people.  You’ll be a great mentor to others and be able to develop team members, processes, efficiencies and client relationships.

Job Description


Main responsibilities:


  • Lead and manage a team of Analysts for Initial and Quarterly Review
  • Analysis of Solutions as part of Quarterly Risk Profiling
  • Carrying out Initial Risk Profiling assessments
  • Research and Analysis on topics in Investing
  • Assisting the Chief Investment Strategist in Asset Allocation and Capital Market Assumptions processes
  • Delivery of a brilliant service that delivers excellent value for our clients

What experience and qualifications are required?

  • 3 – 5 years of relevant experience in either Investment Risk or Fund Management, with experience in managing a team
  • Highly numerate and with good knowledge of Asset Allocation and Portfolio Construction
  • High levels of knowledge on Financial Modelling techniques
  • In depth knowledge of Programming in R, Python, Matlab
  • Knowledge of Word, PowerPoint, Excel (including VBA) and Databases (including SQL)
  • Highly organized, methodical and operationally focused.
  • Excellent written/oral communications skills
  • Good Word and PowerPoint skills
  • Team player with good interpersonal skills
  • Undergraduate / postgraduate educated in a highly numerate subject as Mathematics, Natural Sciences, Statistics, Computer Science, Economics or Finance
  • Has completed Level I and II of CFA examinations
  • Another European language would be an advantage

What will I receive in return?

We are an award-winning financial planning system in the UK with a 75 strong team. We believe that hard works pays off and continually invest in our team.  In return you will receive:

  • Competitive Salary
  • Generous holidays (starting at 25 days and increasing upwards)
  • Flexible working and personal growth
  • Benefits, including pension, shopping discounts, health scheme, life protection, monthly treats and regular rewards
  • Further study support and professional development

About us

Dynamic Planner’s core purpose is helping financial advice firms to match people with suitable portfolios through engaging financial planning. We do this so that people can fund the things that are important to them in life.

We have exciting 2025 vision and strategy that sees us building our business with great talent as part of a winning organisation. Our team say we are a brilliant place to work with a clear purpose for our people and our clients. We continue to invest in our people and technology – it really is a great time to join us.

Apply with your CV and a short cover letter explaining why you are our ideal candidate to

We really appreciate every interest in our company, but we are able only to reach out to the candidates who match our needs the most. You can always keep in touch with us on LinkedIn, Twitter, and via our website.

Working at Dynamic Planner