Description
About Waycrosse
Established over 60 years ago, Waycrosse, Inc. is a single-family office based in Wayzata, MN. Waycrosse provides comprehensive wealth management services including: facilitating legal services, tax, insurance, and investments. We are passionate about being a most trusted partner to our clients and we look to hire individuals who can deliver outstanding service with the utmost confidentiality. We are proud to foster an inclusive workplace culture. We strive to attract, develop, and retain top caliber talent through competitive rewards, while ensuring alignment with our values and the achievement of our mission.
General Overview
The Investment Risk & Performance Analyst (Analyst) is responsible for delivering accurate, insightful, and timely investment performance, attribution, and risk analysis across a diversified, multiasset portfolio. This role sits at the intersection of investment analytics, risk oversight, and data integrity, supporting investment decisionmaking, governance, and external reporting.
The Analyst partners closely with investment directors, portfolio managers, operations, and external service providers to ensure performance and risk information is reliable, wellunderstood, and actionable. The role requires both strong technical expertise and the ability to translate complex analyses into clear insights for senior leaders and stakeholders.
Key Responsibilities
Investment Performance & Attribution
- Produce and review periodic investment performance reports (monthly, quarterly, and ad hoc) across public and private asset classes, ensuring accuracy and consistency.
- Conduct performance attribution and peer/benchmark comparisons to identify drivers of return and sources of relative performance.
- Evaluate riskadjusted performance and attribution and communicate results to investment teams and senior leadership.
Risk Analysis & Monitoring
- Monitor individual manager, portfoliolevel, and strategylevel risk exposures, including market, liquidity, concentration, and idiosyncratic risks.
- Perform scenario analysis and stress testing to assess portfolio sensitivity under varying market conditions.
- Support enterprise and investment risk governance by preparing risk summaries, dashboards, and supporting documentation.
Data Management & Reporting Infrastructure
- Oversee the collection, validation, and reconciliation of performance and risk data across internal systems and external providers.
- Maintain and enhance performance and risk reporting tools and workflows, ensuring data integrity across systems.
- Serve as an internal subjectmatter resource for performance methodologies, analytics, and related investment systems.
Collaboration & Communication
- Partner with investment, operations, tax, and external partners to resolve data issues and interpret results.
- Translate complex statistical and financial analyses into clear, concise insights for nontechnical audiences.
- Contribute to special projects, governance initiatives, and continuous improvement of investment analytics and reporting practices.
- Support client service initiatives including presentation preparation.
Qualifications
Education & Credentials
- Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related field required.
- Advanced degree (MBA, MS, or equivalent) preferred.
- Professional certifications such as CFA or CIPM, or FRM strongly preferred.
Professional Experience
- 10+ years of experience in investment performance, risk analysis, asset management, or a related analytical role.
- Experience working with multiasset portfolios, including public markets and alternative investments, is highly desirable.
Technical & Analytical Skills
- Strong quantitative, analytical, and problemsolving skills with attention to detail.
- Proficiency in Excel and experience with investment analytics and performance systems (e.g., performance attribution, risk tools, portfolio analytics platforms) such as MSCI Total Plan, Clearwater, Eton Atlas, Addepar, or BlackDiamond.
- Familiarity with statistical analysis, financial modeling, and risk measurement concepts.
Communication & Professional Attributes
- Ability to clearly communicate complex investment concepts to diverse audiences.
- Highly organized, collaborative, and comfortable working across teams in a fastpaced environment.
- Strong sense of ownership, intellectual curiosity, and commitment to continuous improvement.
Working Conditions
The physical working conditions of this position include an office environment where sitting and working on a computer for extended periods of time are common.
Hybrid Work Environment
We operate a hybrid work environment. Employees are required to be in the office Wednesdays and a minimum of two other days per week, for a total of three days in office and two days remote. During the first 30 days of employment, in-office work is expected to ensure effective onboarding, collaboration, and relationship building. This work arrangement is subject to change at the discretion of Waycrosse.
Benefits Overview
Waycrosse, Inc. provides employees with a comprehensive benefit program including but not limited to medical, dental, life, vision, retirement (401K), and disability plans.
Requirements
Education & Credentials
- Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related field required.
- Advanced degree (MBA, MS, or equivalent) preferred.
- Professional certifications such as CFA or CIPM, or FRM strongly preferred.
Professional Experience
- 10+ years of experience in investment performance, risk analysis, asset management, or a related analytical role.
- Experience working with multiasset portfolios, including public markets and alternative investments, is highly desirable.
Technical & Analytical Skills
- Strong quantitative, analytical, and problemsolving skills with attention to detail.
- Proficiency in Excel and experience with investment analytics and performance systems (e.g., performance attribution, risk tools, portfolio analytics platforms) such as MSCI Total Plan, Clearwater, Eton Atlas, Addepar, or BlackDiamond.
- Familiarity with statistical analysis, financial modeling, and risk measurement concepts.
Communication & Professional Attributes
- Ability to clearly communicate complex investment concepts to diverse audiences.
- Highly organized, collaborative, and comfortable working across teams in a fastpaced environment.
- Strong sense of ownership, intellectual curiosity, and commitment to continuous improvement.
