Risk & Performance Specialist

J. Safra Sarasin seeks a Risk & Performance Specialist to analyze risk and performance metrics for asset management strategies, providing insights to stakeholders.

This position sits within the Analytics & Business Solutions team. The primary purpose is to identify, quantify, and report on risk and performance analytics for various asset classes. The specialist delivers actionable insights and recommendations to internal teams, such as portfolio managers, as well as senior leadership.

Responsibilities

• Perform independent pre-trade and post-trade risk assessments for equity, fixed income, multi-asset, and alternative strategies.
• Track portfolio risk metrics, including Value at Risk (VaR), tracking error, factor exposures, concentration limits, and liquidity risks.
• Generate performance attribution and contribution analyses.
• Work with portfolio management, investment compliance, and operations teams to maintain data accuracy and ensure timely reporting.
• Help improve the infrastructure, tools, and methodologies used for risk and performance measurement.

Requirements

• A university degree or equivalent higher education in Finance or a related field.
• At least five years of hands-on experience in risk management, performance analysis, or investment products.
• Proficiency with Bloomberg PORT Enterprise (or comparable tools), Bloomberg, Morningstar Direct, and the MSCI risk suite.
• Strong skills in Python and SQL.
• Fluent command of English.

Nice to have

• Professional certifications such as FRM, CFA, CAIA, or CIPM are considered advantageous.
• Fluency in German is a plus.

What the company offers

• An entrepreneurial environment within a family-owned bank.
• Office locations in central cities throughout Switzerland.
• Comprehensive insurance coverage paid entirely by the employer.
• Contributions toward health insurance and meal allowances.
• A stable work environment supported by a global growth strategy.
• A competitive compensation package.

About the company

J. Safra Sarasin is a leading sustainable private bank with over 180 years of history and operations across 30 global locations. The firm provides dynamic, personalized investment advisory and asset management services to private and institutional clients. The company views its employees as its most valuable asset, fostering a unique culture built on entrepreneurship, high team spirit, and individual positivity.

• Success is driven by employee enthusiasm and commitment.
• The company values unique technical expertise, professional qualifications, and social skills.
• A culture that encourages entrepreneurship and teamwork.
• A positive attitude from each individual is highly regarded.