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Risk & Performance Specialist (Ref. 0759)

Bank J. Safra Sarasin AG


Risk & Performance Specialist (Ref. 0759)

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)



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 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, to improve one's finance, risk & performance and programming skills. The successful candidate 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 settings, optimization tasks, reconciliation, managing customized fields (e.g. on ESG) and data exports. Regarding our proprietary tools, you will work with SQL and Access databases, Python and VBA.
  • Closely collaborate with other team members and other business units/departments/locations
  • University Master degree. Strong finance skills. CFA, FRM or similar a plus
  • 3+ years of professional experience in risk & performance analysis of multiple asset classes
  • Programming skills (e.g. VBA/Python/SQL) and system know-how (Bloomberg PORT, FactSet, etc.) a plus
  • Fluency in English. Good German skills a strong plus
  • Self-motivated, hard working, team-minded and goal oriented
  • Continuous improvement and ownership mindset