Investment Risk Specialist

Job Description

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

Key Responsibilities

• Strategic Leadership & Framework Ownership:
  • Define and manage the investment risk and analytics framework for Advisory, ensuring consistency, robustness, and alignment with EFG’s risk appetite and investment philosophy.
  • Serve as the recognized senior authority on investment risk and analytics, providing guidance to senior management and key governance bodies.
• Ownership of Portfolio Risk Measurement for Advisory Services
  • Be responsible for end-to-end product and portfolio risk measurement for advisory services, including: the Product Risk Classification (PRC), the related quality controls, and the aggregation of these into a portfolio risk measurement.
  • Lead the globalization of product and portfolio risk measurement for Advisory Asia, ensuring that EFG uses consistent and aligned risk metrics worldwide.
  • Define and lead the transition from today's Product Risk Score to more sophisticated, Auditable-enabled measures (e.g., factor-based risk, scenario analysis, stress testing, liquidity and concentration metrics).
  • Ensure that portfolio risk measurement for advisory services is fully integrated into advisory processes, portfolio construction, and client communication.
• Risk-Driven Culture & Franchise Leadership:
  • A cultural shift in our first line of defense by positioning risk management as a core component of all our solutions.
  • Promote the adoption of independent, high-quality risk analytics for funds and portfolios, and integrate portfolio risk measurement into day-to-day practices.
  • Lead and execute multiple cross-functional projects to enhance investment risk and analytics frameworks, using these initiatives to strengthen each business unit, improve transparency, and demonstrate that disciplined risk management supports better, faster, and more confident investment decisions.
• CIO Investment Framework
  • Play a key role in shaping the bank’s long-term investment strategy by contributing to the quantitative process and quarterly review of 7- to 10-year asset allocation; actively participate in the Global Investment Committee to scrutinize risk-taking; ensure that portfolio risks remain aligned with the firm’s investment outlook; and bring a disciplined risk analytics perspective to core investment governance.
• Innovation and Automation: Actively seek to introduce new ideas—including Power BI dashboards, intranet enhancements, and process automation—to improve transparency and efficiency.

Skills and Qualifications

• Education: Master’s degree in Banking and Finance.
• Certification: CFA Level III, demonstrating a commitment to professional development and technical excellence.
• Experience: At least 8–10 years of experience at the bank, with a proven track record of delivering analytical and project-based results across various investment areas.
• Technical Proficiency: Advanced proficiency in Excel, Python, Bloomberg, and Power BI, along with experience with risk engines such as Aladdin, is a plus.
• Domain Knowledge: A strong understanding of investment products, risk concepts, and cross-asset correlations.
• Driven by Accountability: Focuses on driving results and building trust to fuel growth.
• Powered by Insight: Uses data-driven insights to drive continuous improvement and smart decision-making.
• Safety and Agility: Maintains the balance between institutional safety and the agility required to create unparalleled client value.

Our Values

• Accountability: Taking ownership of tasks and challenges, and striving for continuous improvement.
• Hands-on: Taking a proactive approach to quickly deliver high-quality results.
• Passionate: Being committed and striving for excellence.
• Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset.
• Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.