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)

Focus of activities

- Strategic Leadership & Framework Ownership: - Defining and taking responsibility for the investment risk and analysis framework for Advisory to ensure consistency, robustness, and alignment with EFG’s risk appetite and investment philosophy. - Translating the global investment strategy into concrete risk and analysis standards, methods, and processes for Advisory, New Capital, and DPM. - Serve as a recognized senior authority on investment risk and analysis to provide advice to senior management and key governance bodies - Ownership of Portfolio Risk Measurement for Advisory - Oversee comprehensive risk and portfolio risk measurement for Advisory, including: Product Risk Classification (PRC) and associated risk controls, and aggregation into a portfolio risk measure - Lead the globalization of product and portfolio risk measurement for Advisory at EFG to ensure consistent and aligned risk metrics worldwide - Define and lead the evolution from the current product risk score toward a more sophisticated, Aldditive-based measurement (e.g., factor-based risk measurement, scenario analysis, stress tests, liquidity and concentration metrics). - Ensuring that portfolio risk measurement for Advisory is fully integrated into advisory processes, portfolio construction, and client communication. - Risk-Driven Culture & Franchise Leadership: - Leading a cultural transformation in the first line of defense by positioning risk management as a key component across all solutions. - Driving the adoption of independent, high-quality risk analytics for funds and portfolios and embedding portfolio risk measurement into daily practice. - Leading and implementing multiple cross-functional projects to improve investment risk and analytical frameworks, leveraging these initiatives to strengthen each franchise, enhance transparency, and demonstrate that disciplined risk management supports better, faster, and more confident investment decisions. - CIO Investment Framework - Played a key role in shaping the bank’s long-term investment strategy by contributing to the quantitative process and quarterly review for the 7- to 10-year asset allocation, actively participating in the Global Investment Committee to challenge risk appetite, ensuring that portfolio returns align with the firm’s outlook, and bringing a disciplined risk analytics perspective to core investment management. - Innovation and Automation: Actively pursuing new ideas—including Power BI dashboards, intranet enhancements, and process automation—to improve transparency and efficiency.

Requirements

- 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 within the bank, with a proven track record of delivering analytical and project-based results in senior investment areas. - Technical Skills: Advanced proficiency in Excel, Python, Bloomberg, and Power BI, as well as experience with risk management platforms such as Aladdin