We are currently looking for an experiencedRisk & Performance Specialistto join a growing Asset Management environment. In this role, you will combine portfolio risk analysis, performance measurement and data-driven insights to support investment professionals in understanding portfolio behaviour, risk exposures and sources of investment performance.
You will work closely with portfolio management and other investment-related functions and contribute to high-quality analytics and reporting across a broad range of asset classes.
Location: Basel
Responsibilities & Tasks
- Perform independent ex-ante and ex-post portfolio risk analyses across equity, fixed income, multi-asset and alternative investment strategies
- Monitor and assess key portfolio risk indicators such as Value at Risk (VaR), Tracking Error, factor exposures, concentration risk and liquidity risk
- Prepare performance attribution and contribution analyses to identify the main drivers of portfolio returns
- Translate complex risk and performance data into clear insights for portfolio managers, senior stakeholders and other relevant parties
- Work closely with Portfolio Management, Investment Compliance and Operations to ensure reliable data and consistent reporting
- Investigate data inconsistencies and contribute to maintaining high standards of data quality
- Support the continuous improvement of risk and performance analytics tools, processes and methodologies
- Contribute to the automation and further development of analytical and reporting solutions
Requirements & Qualifications
- University or comparable higher education degree in Finance, Economics, Quantitative Finance or a related discipline
- At least 2 years of professional experience in areas such as Investment Risk, Performance Analysis, Portfolio Analytics, Investment Analysis or Investment Products
- Strong professional background within Asset Management / Investment Management
- Practical experience with professional portfolio and risk analytics platforms such as Bloomberg PORT Enterprise, MSCI Risk Analytics / MSCI Risk Suite, Morningstar Direct or comparable solutions
- Strong knowledge of portfolio risk and performance concepts, including VaR, Tracking Error, factor analysis and performance attribution
- Hands-on experience with Python and SQL
- Strong analytical mindset combined with a high level of accuracy and attention to detail
- Ability to communicate complex quantitative findings clearly to both technical and investment-focused stakeholders
- Professional fluency in English
- German language skills are an advantage but not required
- Certifications such as CFA, FRM, CAIA or CIPM are considered an advantage
Benefits & Culture
- Join a small, specialised team within an international Asset Management environment
- Direct collaboration with senior stakeholders and experienced investment professionals
- High level of ownership and responsibility in your area of expertise
- Exposure to a broad range of asset classes and investment strategies
- Above-average insurance coverage fully borne by the employer
- Contribution to health insurance
- Meal allowance
- Competitive overall compensation and benefits package
- Opportunities to further develop your expertise in portfolio risk, performance analytics and investment reporting
- Active involvement in the continuous improvement of analytical tools, methodologies and processes
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Investment Risk & Performance Analyst in Basel Arbeitgeber: SwissPeak Partners
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