Description

Fund Research Analyst #

  • Zurich, CH
  • Full-time
  • Unlimited

Your Role ###

As Fund Research Analyst at Bank J. Safra Sarasin you are a team- and performance-oriented, well-organized individual, who has a high interest in financial markets and products, and provide first-class research and advisory service to our discretionary fund managers and our Client Relationship Managers (CRMs).

Your Responsibilities ###

  • Analyze different equity related to active and passive funds 
  • Advise the discretionary portfolio management team within your coverage 
  • Advise CRMs on recommended funds 
  • Create publications, e.g. recommendation lists 
  • Act as a deputy within the fund team and broaden your generalist know-how
  • Support colleagues with fund due diligences

Your Profile ###

  • University degree in Business Administration,  Economics, MBA or completed apprenticeship or similar banking education
  • CFA or CEFA is a plus
  • First relevant work experience in fund research, fund advisory or portfolio management
  • Experience with Morningstar, Bloomberg, AI
  • Strong analytical and problem solving skills
  • Excellent communication and presentation skills
  • Ability to work under pressure
  • Fluency in English and German

Your Benefits ###

  • Entrepreneurial spirit in a family owned bank
  • Central city office locations across Switzerland
  • Above average insurance coverage fully borne by the bank
  • Contribution to health insurance and meal allowance
  • Global growth strategy and stable environment
  • Competitive offering