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Risk & Performance Specialist

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Risk & Performance Specialist
Risk & Performance Specialist

Bank J. Safra Sarasin Ltd is a leading sustainable private bank, offering all the advantages of the Swiss banking
environment together with dynamic and personalised advisory services focusing on opportunities in international
financial markets. The Bank provides a high level of services and expertise when acting as investment advisor and asset
manager for private and institutional clients. Financial strength, excellent client services and outstanding quality
are therefore key elements of its corporate philosophy. J. Safra Sarasins most valuable capital is its employees. They
are essential to the success of the organisation, now and in the future. Their technical expertise, professional
qualifications and social skills are highly valued by the Groups clients, management and business partners. The
success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees
worldwide.DivisionTrading, Treasury & Asset ManagementFunction/PositionRisk & Performance
SpecialistLocationBaselFunction/Position objectivesAnalytics & Business Solutions is a central team within the Asset
Management organization reporting directly to the Head of Asset Management. Its main tasks are the risk & performance
monitoring whereby the team identifies, quantifies, analyses and reports performance and risk for funds, mandates,
certificates and research recommendations. To deliver high quality analytics and to foster in-depth analysis, we are
constantly improving our expertise not only in risk and performance, but also in related topics like benchmarks and
regulation, tools, systems, models and financial market. The position offers the unique possibility to get a holistic
view of our Asset Management strategies, products, processes and tools, to improve your finance, risk & performance and
programming skills. The successful candidate will be involved in the process of reporting and analysis, support the
team in improving the setup as well as participate in projects.To learn more about our Asset management, visit
am-ch.jsafrasarasin.comResponsibilities

- Provide quarterly/monthly/weekly risk and performance monitoring of funds, mandates, certificates. Create a monthly
performance report for fund research recommendations.
- Help improving and managing the setup of our tool landscape incl. Bloomberg PORT, FactSet, MorningStar, QA Direct
and our proprietary tools.
- For third party risk tools, tasks include (but are not limited to) reconciliation, setting management, performance
and risk calculation defaults, optimization tasks, customized fields (e.g. on ESG), managing exports. Regarding our
proprietary tools, you will work with SQL and Access databases, as well as with Python and VBA programs.
- For all tasks and projects, you will work closely with other team members and other business units/departments.

Profiles

- University degree with strong finance skills. CFA, FRM or similar a plus
- Practical experience with and enthusiasm in risk & performance evaluation incl. knowledge of attribution models -
GIPS know how a plus
- Bloomberg PORT, FactSet (PA), EIKON, QA Direct, Avaloq and/or Morningstar experience a plus
- Know how of VBA, SQL and Python a plus, motivation to improve your skills expected
- Fluency in English. German language skills a strong plus
- Self-motivated, hard working team-minded and goal oriented

Activity rate100%Please send your application to:Only direct applications will be considered.

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