Risk & Performance Reporting Specialist (Ref. 2638)
As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.
We are successfully operating for more than 180 years across 27 locations worldwide and offer our employees the chance to be a part of our success. Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit and the positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.
As Risk & Performance Reporting Specialist at Bank J. Safra Sarasin you are part of the Analytics & Business Solutions team which is responsible for monitoring and analyzing investment performance, and the identification, quantification, analysis and reporting of investment risks for a wide range of asset classes in Asset Management. You will provide insightful analyses and decision-making support for both internal stakeholders and clients.
- Responsible for various reporting tasks related to fund and mandate performance and risk monitoring
- Performing of various control, reconciliation and update tasks , including loading data into systems such as Avaloq and Bloomberg PORT, as well as into our custom performance database
- Maintenance of risk/performance related objects, such as portfolios, benchmarks, indices and other static data points, in order to keep our monitoring framework up-to-date
- Respond to routine inquiries and fulfill requests from portfolio managers, relationship managers, management, and RfP specialists. Collaborate closely with team members and various business units, departments, and locations
- Assist in various projects aimed at enhancing processes and oversight
- Calculate and book performance-based fees
- Higher education (university / FH) in Finance or similar
- 1-5 years of practical experience in the field of Performance and Risk reporting for funds / mandates
- Experience with Bloomberg, Morningstar, Eikon, FactSet and/or Avaloq a strong plus
- Knowlege in VBA, SQL or Python are an advantage
- Ability to perform operational tasks with precision, ensuring meticulous attention to detail, proper prioritization, and uncompromised quality
- Ability to work under pressure
- Fluency in English
Agencies, please contact our Human Resources department Write an email to submit profiles.
Please note that if you submit your application, Bank J. Safra Sarasin Ltd will process your personal data for the purpose of the hiring and employment process. For further information, please read the Data Privacy Statement for applicants available on the Bank's website here. By submitting your application, you then confirm your understanding and acceptance of the above.
