Investment Risk Specialist

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 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 take ownership of the investment risk and analytics framework for Advisory, ensuring consistency, robustness, and alignment with EFG's risk appetite and investment philosophy.
• Ownership of Portfolio Risk Measurement for Advisory: Be responsible for end-to-end product and portfolio risk measurement for advisory, including the Product Risk Classification (PRC), the related risk controls, and the aggregation into a portfolio risk measurement
• Risk-Driven Culture & Franchise Leadership: Lead a cultural shift in the first line of defense by positioning risk management as a core component of all our solutions.
• CIO Investment Framework: Play a key role in shaping the bank's long-term investment strategy by contributing to the quantitative process and participating quarterly in the Global Investment Committee to scrutinize risk-taking, ensure that portfolios remain aligned with the house view, and bring a disciplined risk and 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; 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 Rapidly 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.