Head of Investment Risk and Analytics

Job Description

The role is intended to serve as a strategic partner for all services and to ensure the discipline necessary to support EFG’s growth objectives. The role is responsible for the group-wide investment risk and analysis agenda, translating complex market data into actionable insights, and implementing institutional oversight in the areas of advisory services, new capital, and discretionary portfolio management (DPM).

Tasks

The main tasks include:

• Strategic Leadership and Framework Conditions: Defining and establishing responsibility for the investment risk and analysis framework for advisory services, and translating the global investment strategy into risk and analysis standards, methods, and processes.
• Responsibility for the advisory portfolio risk measure: Owner of the end-to-end advisory product and portfolio risk measure, including the product risk classification (PRC) and the associated quality controls and aggregation into a portfolio risk measure.
• Risk-based culture and franchise leadership: Driving cultural change on the front lines by positioning risk management as a core component of all solutions.
• CIO Investment Framework: Contribute to shaping the bank’s long-term investment strategy by participating in the quantitative process and the active strategy for 7–10-year capital market assumptions, and translating these into strategic asset allocations.

Requirements

The requirements for this role include:

• Education: Master’s degree in Banking and Finance.
• Certification: CFA Level III, which demonstrates a commitment to professional development and technical excellence.
• Experience: At least 8–10 years of experience within the bank, with a proven track record of delivering analytical and project-based solutions in investment management.
• Technical expertise: Advanced proficiency in Excel, Python, Bloomberg, and Power BI, as well as experience with risk management platforms such as Aladdin.
• Expertise: A strong understanding of investment products, risk concepts, and cross-asset correlations.

We offer

This role offers the opportunity to be part of a dynamic and supportive environment where your contributions are valued and recognized. It also provides the chance to develop and expand your skills and knowledge in a global context.