Investment Risk Modelling Associate, Y TREE
More information about location
2+ days a week in office
A modern approach to managing personal finance
Open for applications
A modern approach to managing personal finance
101-200 employees
Open for applications
More information about location
2+ days a week in office
101-200 employees
Company mission
We are a rapidly growing WealthTech business that is re-defining how individuals and families connect and engage with their money.
Role
Who you are
- Experience: Up to 4 years of experience in the financial industry, ideally within a risk management or financial modelling capacity
- Qualifications: Degree in finance, economics, or a related discipline; a Master’s degree and/or CFA qualification (or progression toward) is a plus but not required
- Technical Skills: Proficiency in coding language (Python in particular). Strong proficiency in Microsoft Office Excel for portfolio analytics and data manipulation
- Client Experience: Experience in client-facing interactions is useful but not required. Understanding of financial planning analysis with sophisticated clients is a must
- Analytical & Communication Skills: Strong analytical mindset. Understanding of investment risk management, portfolio construction and asset & liability framework is key
- Mindset & Values: Curious, detail-oriented, collaborative, and aligned with Y TREE’s philosophy of intelligent, data-driven, and purpose-led investing
What the job involves
- We are seeking an Investment Risk Modelling Associate to professionalise and scale Y TREE’s proprietary Risk models suite, specifically our risk assessment framework and all related reporting & investment analytics engines
- Your role is to support the daily operation and maintenance of the Y TREE risk framework and to deliver high quality investment & risk analyses to business stakeholders
- You will ensure the reliability of the Python-based algorithms that determine asset risk levels
- Your primary focus is operational excellence: ensuring data integrity, running regular risk valuations, validating benchmark updates, and acting as the first line of defence for asset data quality
- You will play a critical role in documenting the framework to reduce key-person risk and supporting the migration of models to a scalable production environment
- Support the Risk Framework:
- Run Y TREE risk model framework standard processes to ensure all live assets have an assigned and reviewed risk assessment
- Assist the team in migrating local Python models to the back-office/web-based platform
- Contribute to the maintenance, update and governance of capital market assumptions feeding into the framework, including but not limited to model risk control and model research
- Collaborate with key stakeholders to push AI adoption across all risk analytics processes
- Documentation & Knowledge Capture:
- Create and maintain detailed documentation for codebases, factor definitions, and validation processes to ensure the system is transparent and transferrable
- Become a go-to-member for unlocking any risk related issues/clarification needed by business stakeholders
- Data Quality Assurance:
- Build, deploy and maintain a reliable and efficient asset data monitor to flag data quality risks (missing holdings, stale prices, reference data errors)
- Identify and resolve anomalies in vendor data
- Model Research & Validation:
- Run the monthly/quarterly model validation packs and assist in the periodic re-calibration of risk factors working directly with the Risk Lead
- Contribute to the continuous development of the team’s Financial Insights Tool through reviewing, updating and integrating more analysis capabilities (e.g. mortgage analysis, property analysis, private‑markets look‑through, and other satellite models)
- Ad-Hoc Marketing/Client facing analysis:
- Provide business stakeholders with high quality investment risk & performance scenarios or portfolio analysis that can be reused
- Translate raw model outputs into clear summaries for non-technical stakeholders
- Collaborate with marketing and biz dev teams to supply risk insights, stress‑test stories, and benchmark commentary for content that supports acquisition and retention
- Product/Tech Support:
- Collaborate with the Product team in defining acceptance criteria for new risk analytics features
- Act as a tester for risk outputs embedded in user workflows
- Support the migration of selected models into the back office with Product/Tech in defining interfaces, SLOs, error budgets, and rollback plans. Coordinate incident response with developers
Salary benchmarks
Our take
Y TREE is setting out to shake up the world of wealthtech, giving ordinary people the tools to really understand their whole financial picture. Utilising a system called Financial Life Intelligence, Y TREE combines data, technology, and institutional-grade advice to provide a satellite view over the wealth management industry.
Context means everything when it comes to financial data, so Y TREE provides its customers with aggregated data, translated into accessible and actionable insights. It's trusted by some of the world's most influential business leaders, and connects its customers' financial overview with strategies to achieve their business aims. A fast-growing start-up that's raised substantial financial backing, Y TREE is set to make a real impact in the wealthtech market.
Freddie
Company Specialist at Welcome to the Jungle
Insights
40% female employees
Company
Company values
- Time - Time is the most valuable commodity on Earth. You can never get it back so we want to make the most of it. We give our clients back time they never knew they had. We are generous with our time with our clients and our colleagues.
- Togetherness - Togetherness is about being part of a community. We are more effective when we consider the diverse experiences and views of our clients, shareholders and colleagues. We learn from each other every day by being candid, fair and respectful.
Company HQ
London, UK
Articles
Leadership
Stuart Cash
(Co-Founder & CEO)Previously a Partner at Goldman Sachs, an Executive Director at SBC Warburg and a Solicitor at Berwin Leighton Paisner.
Arik Peretz
(Co-Founder)Previously a Director at Movebubble, Shoes Online, Co-Founder and Director at Paragon X and Director at Tufin Technologies.
Johnnie Hampel
(Co-Founder)Previously a Partner at Partners Capital for 12 years, ex-Goldman Sachs, and a Solicitor at Slaughter and May
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