Equity Analyst & Portfolio Manager

Jobup; Zürich; Vor Ort; CHF 100’000 - 130’000; Vollzeit

Zusammenfassung

A wealth management firm in Zurich is seeking an Equity Analyst & Portfolio Manager. This role involves conducting investment research, managing portfolios, and executing trades. The ideal candidate has a minimum of 5 years of experience in equity research and portfolio management. Candidates should have excellent communication skills, proficiency in English, and ideally possess a CFA. The firm offers a performance-based compensation structure and room for growth.

Leistungen

Performance-based compensation

International exposure

Flat hierarchy where ideas are valued

Qualifikationen

• Minimum 5 years of experience in equity research, portfolio management, and trading.
• Excellent command of English (native level preferred); Spanish is a plus.
• Resident of Switzerland (minimum B permit) or an EU citizen.

Aufgaben

• Conduct bottom-up investment research across global asset classes and securities.
• Develop investment theses and present them to the investment committee.
• Participate in portfolio construction and risk monitoring.
• Execute trades and ensure compliance with regulations.
• Occasionally meet with clients to communicate investment philosophy.

Kenntnisse

Equity research

Portfolio management

Strong communication skills

Financial markets knowledge

Analytical thinking

Team player

Ausbildung

CFA or similar

Jobbeschreibung

Location: Zürich, Switzerland

Employment type: Full-time

Seniority level: Mid-Senior level

Equity Analyst & Portfolio Manager

A wealth management firm is seeking a motivated and dynamic Equity Analyst & Portfolio Manager to join its growing Zurich office.

This position offers the opportunity to work in an international, entrepreneurial, and performance-driven environment, contributing directly to the firm's client business.

Role Overview

In this diverse and challenging role, you will report to the Group CIO and:

• Conduct bottom-up investment research across global asset classes and securities, with a focus on equities.
• Develop investment theses and present them to the investment committee.
• Participate in portfolio construction, daily management of multi-asset portfolios, and risk monitoring.
• Execute trades and ensure compliance with internal and external regulations.
• Contribute to regulatory and compliance processes.
• Occasionally meet with clients and prospects to communicate the firm's investment philosophy and portfolio rationale.

Your Profile

• Minimum 5 years of experience in equity research, portfolio management, and trading.
• Excellent academic or professional credentials (CFA or similar preferred).
• Strong knowledge of financial markets, macroeconomics, equities, and fixed income.
• Experience with US regulatory/tax environment - must have.
• Excellent command of English (native level preferred); Spanish is a plus.
• A genuine team player, analytical and proactive, with strong communication skills.
• Resident of Switzerland (minimum B permit) or an EU citizen.

What's Offered

• A role within a growing, international wealth management firm.
• A flat hierarchy where ideas are encouraged and valued.
• Responsibility from day one, with international exposure.
• Performance-based compensation and clear growth opportunities.

Application

If you are a self-motivated investment professional looking for a new challenge in an entrepreneurial environment, please send your CV and a short motivation letter (max. 400 words) explaining why you would be a valuable addition to the team and highlighting one key professional achievement that differentiates you.