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 Sarasins 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 Groups clients, management and business partners. The success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees worldwide.DivisionTrading, Treasury & Asset ManagementFunction/PositionRisk & Performance SpecialistLocationBaselFunction/Position objectivesAnalytics & Business Solutions is a central team within the Asset Management organization reporting directly to the Head of Asset Management. Its main tasks are the risk & performance monitoring whereby the team identifies, quantifies, analyses and reports performance and risk for funds, mandates, certificates and research recommendations. To deliver high quality analytics and to foster in-depth analysis, we are constantly improving our expertise not only in risk and performance, but also in related topics like benchmarks and regulation, tools, systems, models and financial market. The position offers the unique possibility to get a holistic view of our Asset Management strategies, products, processes and tools, to improve your finance, risk & performance and programming skills. The successful candidate will be involved in the process of reporting and analysis, support the team in improving the setup as well as participate in projects.To learn more about our Asset management, visit am-ch.jsafrasarasin.comResponsibilities
- Provide quarterly/monthly/weekly risk and performance monitoring of funds, mandates, certificates. Create a monthly performance report for fund research recommendations. - Help improving and managing the setup of our tool landscape incl. Bloomberg PORT, FactSet, MorningStar, QA Direct and our proprietary tools. - For third party risk tools, tasks include (but are not limited to) reconciliation, setting management, performance and risk calculation defaults, optimization tasks, customized fields (e.g. on ESG), managing exports. Regarding our proprietary tools, you will work with SQL and Access databases, as well as with Python and VBA programs. - For all tasks and projects, you will work closely with other team members and other business units/departments.
- University degree with strong finance skills. CFA, FRM or similar a plus - Practical experience with and enthusiasm in risk & performance evaluation incl. knowledge of attribution models - GIPS know how a plus - Bloomberg PORT, FactSet (PA), EIKON, QA Direct, Avaloq and/or Morningstar experience a plus - Know how of VBA, SQL and Python a plus, motivation to improve your skills expected - Fluency in English. German language skills a strong plus - Self-motivated, hard working team-minded and goal oriented
Activity rate100%Please send your application to:Only direct applications will be considered.