Senior Investment Performance & Risk Leader

Handelsbanken plc; Greater London; On-site; GBP 70,000 - 120,000; Full time

Benefits offered by this job

Flexible benefits package

Job summary

Handelsbanken plc is seeking an Investment Performance and Risk Manager to lead the performance Measurement and risk analytics across Handelsbanken Wealth & Asset Management. You will partner with portfolio managers and senior stakeholders to challenge investment decisions and enhance data-driven reporting.

You will drive robust governance, oversee the 1LoD risk framework, and guide a small team, leveraging tools like FactSet, Bloomberg and Style Analytics to improve attribution and risk metrics.

Qualifications

• Experience in investment performance and risk roles.
• Familiarity with FactSet, Bloomberg, Morningstar and Style Analytics.
• Strong analytical and governance capabilities.
• Ability to lead a team and communicate with senior stakeholders.
• Proficiency in Python, SQL and Power BI preferred.

Responsibilities

• Lead the Performance and Risk function for Handelsbanken Wealth 1LoD and oversee performance measurement and risk analytics.
• Collaborate with HACD and second line Risk & Compliance to ensure regulations and controls.
• Support Investment team using FactSet, Bloomberg, Morningstar and Style Analytics.
• Challenge asset allocation and stock selection, review portfolios with CIO.
• Construct and optimise portfolios via Strategic Asset Allocation process.
• Prepare and present regular reports and governance materials.
• Present to internal committees such as Investment Oversight Committee.
• Manage the Investment Performance & Risk Associate.
• Ensure instruments are modelled in FactSet; manage data requirements.
• Work with project managers to improve processes.
• Knowledge of Python, SQL and Power BI preferred.
• Liaise with partners on risk/performance matters.

Skills

Investment risk analysis

Portfolio performance

Stakeholder communication

Leadership

Decision support

Tools

FactSet

Bloomberg

Morningstar

Style Analytics

Power BI

Excel

Python

SQL

Job description

Handelsbanken plc is seeking an Investment Performance and Risk Manager to lead the performance Measurement and risk analytics across Handelsbanken Wealth & Asset Management. You will partner with portfolio managers and senior stakeholders to challenge investment decisions and enhance data-driven reporting.

You will drive robust governance, oversee the 1LoD risk framework, and guide a small team, leveraging tools like FactSet, Bloomberg and Style Analytics to improve attribution and risk metrics.