Investment Risk & Performance Analyst

We are currently looking for an experienced Risk & Performance Specialist to join a growing Asset Management environment. In this role, you will combine portfolio risk analysis, performance measurement and data-driven insights to support investment professionals in understanding portfolio behaviour, risk exposures and sources of investment performance.

You will work closely with portfolio management and other investment-related functions and contribute to high-quality analytics and reporting across a broad range of asset classes.

Location: Basel

Responsibilities & Tasks

• Perform independent ex-ante and ex-post portfolio risk analyses across equity, fixed income, multi-asset and alternative investment strategies
• Monitor and assess key portfolio risk indicators such as Value at Risk (VaR), Tracking Error, factor exposures, concentration risk and liquidity risk
• Prepare performance attribution and contribution analyses to identify the main drivers of portfolio returns
• Translate complex risk and performance data into clear insights for portfolio managers, senior stakeholders and other relevant parties
• Work closely with Portfolio Management, Investment Compliance and Operations to ensure reliable data and consistent reporting
• Investigate data inconsistencies and contribute to maintaining high standards of data quality
• Support the continuous improvement of risk and performance analytics tools, processes and methodologies
• Contribute to the automation and further development of analytical and reporting solutions

Requirements

Requirements & Qualifications

• University or comparable higher education degree in Finance, Economics, Quantitative Finance or a related discipline
• At least 5 years of professional experience in areas such as Investment Risk, Performance Analysis, Portfolio Analytics, Investment Analysis or Investment Products
• Strong professional background within Asset Management / Investment Management
• Practical experience with professional portfolio and risk analytics platforms such as Bloomberg PORT Enterprise, MSCI Risk Analytics / MSCI Risk Suite, Morningstar Direct or comparable solutions
• Strong knowledge of portfolio risk and performance concepts, including VaR, Tracking Error, factor analysis and performance attribution
• Hands-on experience with Python and SQL
• Strong analytical mindset combined with a high level of accuracy and attention to detail
• Ability to communicate complex quantitative findings clearly to both technical and investment-focused stakeholders
• Professional fluency in English
• German language skills are an advantage but not required
• Certifications such as CFA, FRM, CAIA or CIPM are considered an advantage