Investment & Risk Manager

Handelsbanken is a relationship bank built on trust, long-term thinking and local decision-making. We provide bespoke banking and wealth management services to personal and corporate customers,

Our decentralised model means decisions are made close to the customer, in our branches. Our central Functions teams play a vital role in supporting the branch network, providing the expertise, governance and infrastructure that enable branches to serve customers effectively and sustainably.

This approach had underpinned our success for decades. Handelsbanken is independently recognised as one of Europe's safest commercial banks, holds the strongest credit rating among its peers and is consistently ranked highly for customer satisfaction and relationship banking.

Our culture is values-led, shaped by trust, respect, and long-term thinking. We empower our people to use their expertise, make confident decisions and build long-term careers. We look for people who share our long- term vision, want to grow and want to make a meaningful impact in their local community and with the Bank

We also recognise that flexibility can support people to perform at their best, and that it looks different for everyone. While arrangements will depend on the requirements of the role and the needs of the business, we are open to having a conversation around what flexibility could look like for you.

Check our Handelsbanken website for further information

This Investment Performance and Risk Manager role is responsible for leading the investment performance and risk function across Handelsbanken Wealth & Asset Management, providing oversight of portfolio risk, performance measurement and investment analytics. Working closely with portfolio managers and senior stakeholders, the successful candidate will challenge investment decisions, deliver insightful risk and attribution analysis, and ensure robust reporting and governance processes.

The role also involves team leadership, strategic asset allocation support, and driving ongoing enhancements to investment data, systems and reporting capabilities.

• Lead the Performance and Risk function for Handelsbanken Wealth 1
  
  LoD, investment team and be responsible for all aspects of performance measurement and risk analytics.
• Work closely with HACD and the second line Risk and Compliance teams to ensure regulations, controls and guidance are adhered to.
• Support the Investment team by utilising Fact Set, Bloomberg, Morningstar and Style Analytics, both operationally and using the analytical capabilities to be able to benefit the business.
• Challenge asset allocation and stock selection decisions made by Investment Directors, and Investment Managers. Chair Monthly 1:1 meetings with portfolio managers alongside the Chief Investment Officer to review portfolio performance & evaluate risk metrics across the strategies.
• Construct and optimise portfolios, through an in-depth Strategic Asset Allocation (SAA) process, ensuring that risks are adequately captured and ensuring that the Investment Team are fully aware of the implications of their decisions.
• Be technically able to use databases and other sources to create and automate regular requests and reviews.
• Be comfortable enough to present to internal committees, Investment Oversight Committee (IOC).
• Manage the Investment Performance & Risk Associate, 1 direct report.
• Manage the sign off of monthly and quarterly reports, and factsheets.
• Use investment management tools, excel and Fact Set to provide accurate and timely reporting both internally and externally. Eg VaR, Stress testing, Attribution & Contribution reports
• Respond to ad-hoc data requests accurately, efficiently and effectively.
• Prepare analysis and present data, challenges and observations at Quarterly Review Meetings.
• Ensure that all instruments are able to be modelled accurately within Fact Set and ensure all technical and data requirements are adequately covered.
• Work with project managers and developers to ensure the continued improvement on efficiency within Handelsbanken Wealth & Asset Management's processes.
• Working knowledge of Python, SQL and Power Bi is preferred but not all essential.
• Work with potential new partners on risk/performance matters in order to provide robust risk management and performance evaluation.

Research (by Harvard University) shows that women are particularly likely to second guess themselves and not apply - so if you are worried…