Senior Client Investment Risk Manager
The Pictet Group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented in 30 offices in financial centres worldwide, currently employing over 5,000 people.
Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services.
As a member of the Pictet Wealth Management (PWM) Investment Risk & Performance team, your mission will be to contribute to monitoring portfolio investment risks associated with clients under discretionary management.
You will have the opportunity to:
- Overseeing the Global Investment Controlling tool and process by:
- taking responsibility for the internal investment controlling system/process.
- ensuring the data related to the controls are complete and accurate.
- implementing portfolio investment constraints and guidelines in the internal PMS.
- suggesting and performing deep dive analysis through Thematic reviews.
- helping to improve the efficiency and coverage of the Global Client Investment Risk framework through effective suggestions and efficient project management.
- performing regular reviews and four-eye checks of the different investment controlling framework components.
- Representing the DPM Client Investment team to portfolio managers and the Front Office by:
- analysing the outcome of controls and reviews, and following up on efforts to remediate breaches and obtain documentation from the risk owners.
- ensuring PMs implement decisions of the PWM Global Investment Committee.
- providing support for the Front Office and Portfolio Managers on issues related to Client Investment Risk.
- responding to requests from PWM’s senior management or others teams within PWM.
- providing assistance for the approval and onboarding of the DPM portfolios, including by validating requests in the Appway tool.
- attending meetings of PWM committee called to discuss client investment risks.
- Taking responsibility for DPM Client Investment Risk reporting, including ESG risk monitoring reports by:
- setting up and Client Risk Reports using Tableau – as well as other tools, and ensuring the reports are kept up to date.
- helping the Management to perform ESG Risk monitoring and reporting.
- Bachelor or Master’s degree in Finance (or in IT completed by a specialisation in Finance).
- Postgraduate certification (CFA or AZEK) would a plus.
- At least five years’ experience in a similar position.
- Good knowledge of financial instruments.
- Awareness of ESG.
- Proficiency in Excel, Tableau, SQL and VBA computer languages ??and tools.
- Fluent in French and English; German would a plus.
- Must be resident in Switzerland.
As the successful candidate, you will be rigorous and conscientious in your approach to your work. Furthermore, as a senior member of the team, you should be able to work both as part of a team and independently. You should also have excellent communication skills, show initiative, and work efficiently. Your flexibility will enable you to quickly fit into the PWM Investment Risks environment.
Ref: SCIRM/SN/AM
Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.
