Investment Risk & Performance Analyst

SwissPeak Partners; Basel; On-site; CHF 95,000 - 130,000; Full time

Job summary

SwissPeak Partners GmbH in Basel is seeking an experienced Risk & Performance Specialist to join our Asset Management team. 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 to deliver high-quality analytics and reporting across diverse asset

Qualifications

• Degree in Finance, Economics or Quantitative Finance.
• 2+ years in Investment Risk, Performance Analysis or Portfolio Analytics.
• Strong Asset Management background.
• Experience with Python and SQL for analytics.
• Fluent in English; German is a plus.
• CFA/FRM/CIPM certifications are advantageous.

Responsibilities

• Perform ex-ante and ex-post portfolio risk analyses across assets.
• Monitor VaR, Tracking Error, factor exposures and liquidity risk.
• Prepare performance attribution and identify drivers of returns.
• Translate findings into clear insights for portfolio managers and stakeholders.
• Collaborate with PM, Investment Compliance and Operations for data quality.
• Investigate data inconsistencies and support analytics tool improvements.
• Contribute to automation and development of reporting solutions.

Skills

Portfolio risk analysis

Performance attribution

Data-driven insights

Python

SQL

Stakeholder communication

Asset management

English proficiency

Education

University degree in Finance or Economics

Tools

Bloomberg PORT Enterprise

MSCI Risk Analytics / MSCI Risk Suite

Morningstar Direct

Job description

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