Bank J. Safra Sarasin Ltd is a leading sustainable private bank, offering all the advantages of the Swiss banking environment together with dynamic and personalised advisory services focusing on opportunities in international financial markets. The Bank provides a high level of services and expertise when acting as investment advisor and asset manager for private and institutional clients. Financial strength, excellent client services and outstanding quality are therefore key elements of its corporate philosophy.J. Safra Sarasin’s most valuable capital is its employees. They are essential to the success of the organisation, now and in the future. Their technical expertise, professional qualifications and social skills are highly valued by the Group’s clients, management and business partners. The success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees worldwide.Business UnitRisk & Performance MonitoringFunction/PositionRisk & Performance SpecialistLocationBaselFunction/Position objectivesThe 'Risk and Performance Monitoring' (RPM) department is part of the Asset Management organization. The department’s responsibilities include the identification, quantification, analysis and reporting of performance and risk analytics for funds, mandates, certificates and research recommendations. To deliver high quality analytics and to foster in-depth analysis, the team has built up and constantly improves its expertise not only in risk and performance, but also in related topics like benchmarks and regulation, systems and models.With a focus on risk and performance, the position offers the unique possibility to get a holistic view of our Asset Management strategies, products, processes and tools. The successful candidate will be involved in the process of analysis and reporting, support the team at improving the current analytical setup with the use of her/his programming and finance skills, as well as participate in the team’s projects.”To learn more about our Asset management, visit am-ch.jsafrasarasin.comResponsibilities
Calculate, analyze and report performance and risk on a regular basis for management and dedicated clients
Work with and improve the setup of risk and performance tools (Bloomberg PORT, FactSet, proprietary tools based on SQL, python, VBA, and MS-Office programms
Improve tools and refine methodologies to constantly extend the analysis and reporting capabilites of RPM
Closely work with other team members and other business units/departments
Profiles
University Master degree. Strong quantitative finance skills. CFA, FRM or similar a plus
Several years of experience in asset management or a similar position
Extensive risk & performance calculation, attribution & analysis knowledge with a deep understanding and interest of calculation methodologies and their correct application within tools incl. Bloomberg PORT, FactSet or Avaloq
Strong IT skills, preferably in python, matlab or R, MS Office skills (incl. VBA) and SQL
Experience with market data tools incl. Bloomberg, EIKON, QA Direct, FactSet, Morningstar
Fluency in English required. Good German skills a plus
Self-motivated team worker, goal oriented, flexible to cope with a very dynamic environment
