Investment Risk Specialist — EFG International AG
- Location
- Zurich
- Contract
- permanent
- Posted
- 32 days ago
Role overview
To act as a strategic partner across all service lines, providing the discipline that secures EFG’s growth ambitions. The role owns the group‑wide investment risk and analytics agenda, transforming complex market data into actionable conviction and embedding institutional‑grade oversight across Advisory, New Capital, and Discretionary Portfolio Management (DPM).
Combining deep technical expertise with a broad strategic remit, this position sets direction for investment risk frameworks, leads cross‑functional initiatives, and ensures that risk‑intelligent growth is consistently delivered across the franchise
- Strategic Leadership & Framework Ownership :
- Define and own the investment risk and analytics framework for Advisory, ensuring consistency, robustness, and alignment with EFG’s risk appetite and investment philosophy.
- Translate the global investment strategy into concrete risk and analytics standards, methodologies, and processes across Advisory, New Capital, and DPM.
- Act as the recognised senior authority on investment risk and analytics, providing guidance to senior management and key governance bodies
- Ownership of Portfolio Risk Measurement for Advisory
- Own the end ‑ to ‑ end Product and Portfolio Risk Measurement for Advisory, including: the Product Risk Classification (PRC) and the related quality controls and the aggregation to a portfolio risk measurement
- Lead the Globalization of the Product and Portfolio Risk Measurement for Advisory into Asia with the result that around the globe EFG uses consistent and aligned risk measurements
- Define and lead the evolution from todays Prodcut risk Score to a more sophisticated, Aladdin ‑ enabled measures (e.g. factor ‑ based risk, scenario analysis, stress testing, liquidity and concentration metrics).
- Ensure that Portfolio Risk Measurement for Advisory is fully embedded in advisory processes, portfolio construction, and client communication.
- Risk‑Driven Culture & Franchise Leadership:
- Lead a cultural shift in the first line of defence by positioning risk management as a core part across all our solutions.
- Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
- Hands-on: Being proactive to rapidly deliver high-quality results
- Passionate: Being committed and striving for excellence
Main responsibilities
- Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
- Hands-on: Being proactive to rapidly deliver high-quality results
- Passionate: Being committed and striving for excellence
- Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset
- Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.
Our Company
EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice.
EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.
Our Purpose and Mission
Empowering entrepreneurial minds to create value – today and for the future.
We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.
Useful keywords
- Accountability
- Hands-on
- Passionate
- Solution-driven
