Risk & Performance Specialist

Join a leading international private banking organisation in Basel as a Risk & Performance Specialist, providing independent risk and performance analysis across multiple asset classes and delivering actionable insights to portfolio managers and senior management.

Responsibilities

• Conduct independent ex-ante and ex-post risk analysis across equity, fixed income, multi-asset and alternative investment strategies.
• Monitor portfolio risk exposures, including VaR, tracking error, factor exposures, concentration limits and liquidity risk.
• Produce and deliver performance attribution and contribution analysis.
• Analyse portfolio performance and risk metrics, identifying key drivers and potential areas of concern.
• Prepare clear and insightful risk and performance reporting for portfolio managers, senior management and other internal stakeholders.
• Collaborate closely with Portfolio Management, Investment Compliance and Operations to ensure data integrity and timely reporting.
• Investigate data discrepancies and contribute to maintaining high standards of data quality and accuracy.
• Contribute to the development and enhancement of risk and performance measurement methodologies, tools and infrastructure.
• Support projects related to investment analytics, reporting and the continuous improvement of risk management processes.
• Provide analytical insights and recommendations based on risk and performance assessments.

Requirements

• University or FH degree in Finance, Economics or a related field.
• 5+ years of relevant experience in risk analysis, performance analysis, investment analysis or investment products.
• Strong knowledge of portfolio risk and performance measurement across multiple asset classes.
• Experience with Bloomberg PORT Enterprise or similar, Bloomberg, Morningstar Direct and/or MSCI Risk Suite is required.
• Strong technical skills in Python and SQL are required.
• FRM, CFA, CAIA, CIPM or equivalent qualification is an advantage.
• Strong understanding of investment products, portfolio construction and risk measurement methodologies.
• Excellent analytical and problem-solving skills, with a strong focus on data accuracy and attention to detail.
• Pragmatic and solution-oriented approach, with the ability to work independently and manage multiple priorities.
• Strong communication skills and ability to present complex analytical information clearly to both technical and non-technical stakeholders.
• Fluent English is essential; fluent German is an advantage.
• Comfortable working in an international and collaborative environment.