Head of Investment Risk and Analytics

Job Description

To serve as a strategic partner across all service lines, providing the discipline necessary to support EFG's growth ambitions. The role is responsible for the group-wide investment risk and analytics strategy, transforming complex market data into actionable insights and embedding institutional-grade oversight across Advisory, New Capital, and Discretionary Portfolio Management (DPM).

Focus of activities

The position involves the following tasks:

• Strategic Leadership and Operating Environment
• Owner of the Portfolio Risk Measurement for Advisory
• A Risk-Aware Culture and Franchise Management
• CIO Investment Framework
• Innovation and Automation

Tasks in detail

The position involves the following tasks:

• Strategic Leadership & Framework: Definition and Ownership of the Investment Risk and Analysis Framework for Advisory Services
• Ownership of portfolio risk measurement for Advisory: Ownership of product and portfolio risk measurement for Advisory
• Risk-Aware Culture & Franchise Leadership: Leading Cultural Change on the Front Lines
• CIO Investment Framework: Contributing to the quantification of the long-term investment strategy
• Innovation and Automation: Actively Seeking New Ideas to Improve Transparency and Efficiency

Requirements

The position requires the following qualifications:

• Education: Master's degree in Banking and Finance
• Certification: CFA Level III
• Experience: At least 8–10 years of experience in the banking sector
• Technical skills: Advanced proficiency in Excel, Python, Bloomberg, and Power BI
• Expertise: Strong understanding of investment products, risk concepts, and cross-asset correlations

Our values

We value:

• Responsibility: Taking responsibility for tasks and challenges
• Hands-on: Proactive and rapid delivery of high-quality results
• Passion: Commitment and pursuit of excellence
• Solution-oriented: Focus on customer results and fair treatment of customers with a risk-aware attitude
• Partnership: promoting cooperation and teamwork