Investment Performance Analyst, Specialist
Vanguard
Python
Lead Associate, Quantitative Analytics
KeyBank
full-time
Posted on:
Origin: • 🇺🇸 United States • Ohio
Visit company websiteSalary
💰 $93,000 - $102,000 per year
Job Level
Senior
Tech Stack
Python
About the role
- Conduct independent validations of qualitative models and tools, including those used for pricing/profitability, interest rate setting, funds transfer pricing (FTP), and margin analysis.
- Review and challenge data, assumptions, methodologies, and documentation supporting qualitative model processes and overlays.
- Partner with Treasury, Finance, and Risk teams to understand business drivers and ensure alignment of qualitative processes with strategic objectives.
- Ensure models meet internal policy, industry best practices, and regulatory expectations for model risk management.
- Develop formal reports summarizing assessment findings, including recommendations for improvements and risk mitigation.
- Present findings to senior stakeholders, potentially including Risk Committees and Treasury leadership.
- Maintain and enhance documentation standards, procedures, and validation criteria for qualitative processes.
- Collaborate with quantitative modeling teams to ensure consistency and transparency between model-based and judgment-based qualitative models and tools.
Requirements
- Bachelor’s degree in Statistics, Mathematics, Economics, Finance, Data Science, or a related quantitative field.
- 3+ years of experience in banking or financial services, with a focus on Treasury, Finance, Risk Management, or Pricing/Profitability.
- Working understanding of funds transfer pricing (FTP), interest rate risk, liquidity management, and balance sheet strategy.
- Experience with model validation, policy documentation, and risk governance frameworks.
- Ability to critically evaluate business logic, assumptions, and expert judgment embedded in financial tools.
- Strong written and verbal communication skills, with the ability to produce executive-level materials and facilitate cross-functional discussions.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
- Familiarity with programming languages or model development platforms (e.g., Python, R, SAS, MATLAB).
- High attention to detail and ability to manage multiple priorities under tight deadlines (preferred).
- Strong interpersonal skills and ability to influence across functions (preferred).
- Resourceful and proactive in identifying risks and proposing solutions (preferred).
- Comfortable interacting with senior executives and risk professionals (preferred).
- Experience in documenting and improving risk control processes (preferred).
