Risk & Performance Specialist

UR Capital; Genf; On-site; CHF 120,000 - 190,000; Full time

Job summary

UR Capital in Basel seeks a Risk & Performance Specialist to provide independent risk and performance analysis across equity, fixed income, multi-asset, and alternatives. You will deliver actionable insights to portfolio managers and senior management.

The role requires 5+ years in risk or performance analysis, strong Python/SQL skills, and familiarity with Bloomberg/Morningstar/MSCI risk tools. Fluency in English; German is a plus. Basel-based, on-site position.

Qualifications

• University or FH degree in Finance, Economics or a related field.
• 5+ years of relevant experience in risk analysis, performance analysis, investment analysis or investment products.
• Strong knowledge of portfolio risk and performance measurement across multiple asset classes.
• Experience with Bloomberg PORT Enterprise or similar, Bloomberg, Morningstar Direct and/or MSCI Risk Suite is required.
• Strong technical skills in Python and SQL are required.
• FRM, CFA, CAIA, CIPM or equivalent qualification is an advantage.

Responsibilities

• Conduct independent ex-ante and ex-post risk analysis across equity, fixed income, multi-asset and alternative investment strategies.
• Monitor portfolio risk exposures, including VaR, tracking error, factor exposures, concentration limits and liquidity risk.
• Produce and deliver performance attribution and contribution analysis.
• Analyse portfolio performance and risk metrics, identifying key drivers and potential areas of concern.
• Prepare clear and insightful risk and performance reporting for portfolio managers, senior management and other internal stakeholders.
• Collaborate closely with Portfolio Management, Investment Compliance and Operations to ensure data integrity and timely reporting.
• Investigate data discrepancies and contribute to maintaining high standards of data quality and accuracy.
• Contribute to the development and enhancement of risk and performance measurement methodologies, tools and infrastructure.
• Support projects related to investment analytics, reporting and the continuous improvement of risk management processes.
• Provide analytical insights and recommendations based on risk and performance assessments.

Skills

Communication skills

Attention to detail

Analytical thinking

Education

Finance degree

Tools

Bloomberg PORT Enterprise

Bloomberg Terminal

Morningstar Direct

MSCI Risk Suite

Python

SQL

Job description

Join a leading international private banking organisation in Basel as a Risk & Performance Specialist, providing independent risk and performance analysis across multiple asset classes and delivering actionable insights to portfolio managers and senior management.

Responsibilities

• Conduct independent ex-ante and ex-post risk analysis across equity, fixed income, multi-asset and alternative investment strategies.
• Monitor portfolio risk exposures, including VaR, tracking error, factor exposures, concentration limits and liquidity risk.
• Produce and deliver performance attribution and contribution analysis.
• Analyse portfolio performance and risk metrics, identifying key drivers and potential areas of concern.
• Prepare clear and insightful risk and performance reporting for portfolio managers, senior management and other internal stakeholders.
• Collaborate closely with Portfolio Management, Investment Compliance and Operations to ensure data integrity and timely reporting.
• Investigate data discrepancies and contribute to maintaining high standards of data quality and accuracy.
• Contribute to the development and enhancement of risk and performance measurement methodologies, tools and infrastructure.
• Support projects related to investment analytics, reporting and the continuous improvement of risk management processes.
• Provide analytical insights and recommendations based on risk and performance assessments.

Requirements

• University or FH degree in Finance, Economics or a related field.
• 5+ years of relevant experience in risk analysis, performance analysis, investment analysis or investment products.
• Strong knowledge of portfolio risk and performance measurement across multiple asset classes.
• Experience with Bloomberg PORT Enterprise or similar, Bloomberg, Morningstar Direct and/or MSCI Risk Suite is required.
• Strong technical skills in Python and SQL are required.
• FRM, CFA, CAIA, CIPM or equivalent qualification is an advantage.
• Strong understanding of investment products, portfolio construction and risk measurement methodologies.
• Excellent analytical and problem-solving skills, with a strong focus on data accuracy and attention to detail.
• Pragmatic and solution-oriented approach, with the ability to work independently and manage multiple priorities.
• Strong communication skills and ability to present complex analytical information clearly to both technical and non-technical stakeholders.
• Fluent English is essential; fluent German is an advantage.
• Comfortable working in an international and collaborative environment.