Investment Risk Specialist (m|f|x) Zurich

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 founded on the principle of mutual respect. Joining our team means experiencing a supportive environment where your contributions are valued and recognized. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.

Empowering entrepreneurial minds to create value—today and for the future.

We are a private bank, offering personalized solutions on a global scale to private and institutional clients. Our sustainable success is based on our talent and on how we partner with our clients and communities to create lasting value.

To act as a strategic partner across all service lines, providing the discipline that secures EFG’s growth ambitions. The role leads the group-wide investment risk and analytics agenda, transforming complex market data into actionable insights and embedding institutional-grade oversight across Advisory, New Capital, and Discretionary Portfolio Management (DPM).

Combining deep technical expertise with a broad strategic scope, this position sets the direction for investment risk frameworks, leads cross-functional initiatives, and ensures that risk-intelligent growth is consistently delivered across the franchise

Tasks

• 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 recognized 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), related quality controls, and aggregation to a portfolio risk measurement
• Lead the globalization of product and portfolio risk measurement for Advisory into Asia, ensuring that EFG uses consistent and aligned risk measurements worldwide
• Define and lead the evolution from today’s Product Risk Score to 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 defense by positioning risk management as a core component across all our solutions.
• Drive the adoption of independent, high-quality risk analytics for funds and portfolios, and embed portfolio risk measurement into everyday practices.
• Lead and deliver multiple cross-functional projects to enhance investment risk and analytics frameworks, using these initiatives to strengthen each franchise, improve transparency, and demonstrate that disciplined risk management supports better, faster, and more confident investment decisions.

• CIO Investment Framework

• Play a key role in shaping the bank’s long-term investment stance by contributing to the quantitative process and qualitative overlay for 7–10 year Capital Market Assumptions and their translation into strategic asset allocation.
• Actively engage in the Global Investment Committee to challenge risk-taking, ensure portfolios remain aligned with the house view, and bring a disciplined risk and analytics perspective into core investment governance.

• Innovation and Automation: Actively seek to introduce new ideas—including Power BI dashboards, intranet enhancements, and process automation—to improve transparency and efficiency.

Profile / Your qualification / Your personality

• Education: Master’s degree in Banking and Finance.
• Certification: CFA Level III, demonstrating a commitment to professional development and technical excellence.
• Experience: At least 8–10 years of experience within the bank, with a proven track record of delivering analytical and project-based value across investment areas.
• Technical Proficiency: Advanced proficiency in Excel, Python, Bloomberg, and Power BI; experience with risk engines such as Aladdin is a plus.
• Domain Knowledge: Strong understanding of investment products, risk concepts, and cross-asset correlations.
• Driven by Accountability: Focuses on driving results and building trust to fuel growth.
• Powered by Insight: Utilizes data-driven insights for continuous improvement and smart decision-making.
• Safety and Agility: Maintains the balance between institutional safety and the agility required to create unrivaled client value.

That awaits you

Our Values

• Accountability: Taking ownership of tasks and challenges, as well as striving for 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.

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Location

Bleicherweg 19, CH-8002 Zurich