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Risk & Performance Specialist (Ref. 0759)

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.
Asset Management & Institutional Clients
Risk & Performance Specialist (Ref. 0759)
Basel, CH
Function/Position objectives
Analytics & Business Solutions is a central team within the Asset Management organization reporting directly to the Head of Asset Management. The department is structured into the sub teams "Risk & Performance Monitoring" and "Risk and Performance Analytics" whose 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, we have built up and constantly improve our expertise not only in risk and performance, but also in related topics like benchmarks, regulations, systems and models.
With a focus on risk and performance analysis, 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 able to improve its finance, risk & performance and programming skills and will be involved in the process of analysis and reporting, support the team in improving the current analytical setup as well as participate in the team’s projects.
To learn more about our Sustainable Asset Management, visit
  • Calculate, analyze and report performance and ex post/ex ante risk for a wide range of asset classes
  • Work with and improve the setup of our tool landscape incl. Bloomberg PORT Enterprise, FactSet PA, MorningStar Direct and Essentials, QA Direct, as well as our proprietary tools. The goal is to constantly review and improve our risk/performance monitoring capabilities.
  • For third party risk tools, tasks include (but are not limited to) performance and risk calculation methodology models/settings, reconciliation, managing customized fields (e.g. on ESG) and data management. Regarding our proprietary tools, you will work with SQL and Access databases, Python  and VBA.
  • Closely collaborate with portfolio managers; develop knowledge and skills in risk and performance methodologies in order to act as their sparring partner.
  • Cooperate with other business units, including with Investment Managment and CIO Office, Sustainability experts, Research, Risk Office, IT, Investment Marketing, CRMs.
  • University Master degree. Strong finance skills. CFA, FRM or similar a plus
  • 3+ years of professional experience in risk & performance analysis
  • Programming skills (e.g. Python/SQL/VBA) and risk/performance system know-how (Bloomberg PORT, FactSet, etc.) a strong plus
  • Fluency in English. Good German skills a plus
  • Self-motivated, hard working, high attention to details, and goal oriented
  • Continuous improvement and ownership mindset
Activity rate
100 %
Please send your application to: