Investment Risk Specialist

Job Description

The position of Investment Risk Specialist involves serving as a strategic partner who ensures the discipline necessary to support EFG’s growth. The team oversees the Group-wide investment risk and analysis agenda, transforms complex market data into actionable insights, and implements institutional-grade monitoring across Advisory, New Capital, and Discretionary Portfolio Management (DPM).

Tasks

The main tasks include:

• Strategic Leadership and Framework: Define and establish the investment risk and analysis framework for advisory services to ensure consistency, robustness, and alignment with EFG’s risk appetite and investment philosophy.
• Translation of the global investment strategy into specific risk and analysis standards, methods, and processes for Advisory, New Capital, and DPM.
• Leading the global process for measuring portfolio risks for Advisory, including product risk classification (PRC) and related risk controls, as well as aggregating these into a portfolio risk measure.
• Leading cultural change on the front lines by positioning risk management as a key component of all solutions.

Requirements

The requirements for this position 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 working in a bank, with a proven track record of delivering analytical and project-based results in the investment banking sector.
• Technical expertise: Advanced proficiency in Excel, Python, Bloomberg, and Power BI, as well as experience with risk engines such as Aldante.

We offer

EFG offers a stimulating and dynamic work environment and strives to be an employer of choice. Our values include:

• Responsibility: Taking responsibility for tasks and challenges and striving for continuous improvement.
• Hands-on: Proactive delivery of high-quality results.
• Passion: Commitment and pursuit of excellence.
• Solution-oriented: Focus on customer results and fair treatment of customers with risk-aware thinking.
• Partnership-oriented: Promoting collaboration and teamwork with an entrepreneurial spirit.