Investment Risk & Performance Analyst

SwissPeak Partners; Basel; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Above-average insurance coverage fully

Contribution to health insurance

Zusammenfassung

SwissPeak Partners in Basel is seeking an experienced Risk & Performance Specialist to join as a key analytics driver within an expanding asset management environment. You will combine portfolio risk analysis, performance measurement and data-driven insights to support investment professionals in understanding portfolio behaviour, risk exposures and drivers of returns.

You will collaborate with Portfolio Management and Compliance to ensure high-quality analytics, reporting and data integrity

Qualifikationen

• University or comparable higher education in Finance, Economics or related field.
• 5+ years in Investment Risk, Performance Analysis or Portfolio Analytics.
• Strong asset management experience and robust risk/return concepts (VaR, tracking error).
• Hands-on with Python and SQL; able to translate data into insights.
• Fluent in English; German a plus but not required; CFA/FRM/CIPM considered an advantage.

Aufgaben

• Perform ex-ante and ex-post risk analyses across multiple asset classes.
• Monitor VaR, tracking error, factor exposures, concentration and liquidity risk.
• Prepare performance attribution and identify drivers of returns.
• Translate quantitative findings for portfolio managers and stakeholders.
• Ensure data quality and collaborate with PM, Compliance and Ops.
• Support tool and process improvements in risk analytics and reporting.
• Contribute to automation and development of analytics solutions.

Kenntnisse

Portfolio risk

Performance analysis

Portfolio analytics

Python

SQL

Communication

English

CFA/FRM/CIPM

Attention to detail

Asset management

Ausbildung

Finance / Economics degree

Tools

Bloomberg PORT Enterprise

MSCI Risk Analytics

Morningstar Direct

Jobbeschreibung

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 5 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
• 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