Risk & Performance Reporting Specialist (Ref. 1983)
About us
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.
Your role
Analytics & Business Solutions is a central team within the Asset Management organization reporting directly to the Head of Asset Management. 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, we have built up and constantly improve our 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 reporting, this junior position offers the unique opportunity to get a holistic view of our Asset Management strategies, products, processes and tools, and to expand one's finance, risk & performance and IT skills. We offer the successful candidate a rewarding job with a high degree of responsibility, the ability to work in a dynamic environment, and the opportunity to be part of a successful key team with highly motivated and competent colleagues.
Your responsibilities
- Timely provision of high quality risk and performance reports, presentations and analyses for clients and internal stakeholders including top management for a wide range of asset classes.
- Maintain our analytics databases, including extraction and upload of data from various sources. Set up of objects and upkeeping of static data.
- Calculation and booking of performance based fees.
- Exhibit attention to detail when quality checking risk and performance result data. Run control and reconciliation tasks.
- Answer routine questions and follow through on requests by portfolio managers, relationship managers, management, RfP specialists.
- Closely collaborate with other team members and other business units, departments and locations.
- Work on special team projects or support other team members in their efforts.
Your profile
- A bachelor's or master's degree in Finance (or similar) with very good academic credentials.
- First professional experience (1+ year(s)), ideally from a position within asset management or banking.
- Very good IT skills including Excel. Access or SQL skills, and programming skills like VBA are a plus.
- Independent and very accurate way of working. Analytical way of thinking. Ability and dedication to identify problems, design and articulate solutions, and implement changes.
- Continuous improvement and ownership mindset. Motivated and reliable teamplayer.
- Ability to stay focused under pressure and to prioritize workload in order to effectively manage time.
- Strong communication skills with fluency in in both German and English.
Agencies, please contact our Human Resources department here to submit profiles.