Investment Risk Specialist

Job Description

To act as a strategic partner across all service lines, providing the discipline that secures EFG's growth ambitions. The role owns the group-wide investment risk and analytics agenda, transforming complex market data into actionable conviction and embedding institutional-grade oversight across Advisory, New Capital, and Discretionary Portfolio Management (DPM)

Key Responsibilities

• Strategic Leadership & Framework Ownership: Define and own 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: Own the end-to-end Product and Portfolio Risk Measurement for Advisory, including the Product Risk Classification (PRC) and the related risk controls and the aggregation to a portfolio risk measurement
• Risk-Driven Culture & Franchise Leadership: Lead a cultural shift in the first line of defence by positioning risk management as a core part across all our solutions.
• CIO Investment Framework: Play a key role in shaping the bank's long-term investment stance by contributing to the quantitative process and quarterly engage in the Global Investment Committee to challenge risk-taking, ensure portfolios remain aligned with the house view, and bring a disciplined risk and analytics perspective into 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 within the bank, with a proven track record of delivering analytical and project-based results across investment areas.
• Technical Proficiency: Advanced proficiency in Excel, Python Bloomberg, and Power BI, alongside experience with risk engines like Aladdin as a plus.
• Domain Knowledge: Strong understanding of investment products, risk concepts, and cross-asset correlations.
• Driven by Accountability: Focuses on driving results and building trust to power growth.
• Powered by Insight: Utilises data-driven insights for continuous improvement and smart decision-making.
• Safety and Agility: Maintains the balance between institutional safety and the agility required to create unrivalled client value.

Our Values

• Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement.
• Hands-on: Being proactive 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.