Equity Funds Product Lead — Strategy & Growth

J. Safra Sarasin Group; Zürich; Hybrid; CHF 120.000 - 170.000; Vollzeit

Benefits dieser Stelle

Health insurance

Meal allowance

Insurance coverage

Zusammenfassung

J. Safra Sarasin Group seeks an AsEquity Product Specialist to connect portfolio managers, sales and clients, driving the growth of equity funds. You will translate complex investment ideas into clear narratives and lead strategic product initiatives.

You will present to internal/external audiences, contribute to expert groups and develop marketing materials, leveraging Bloomberg, Excel and AI tools as needed.

Qualifikationen

• 3–5 years of experience in Product Specialist, Client Portfolio Manager, Equity Analyst, Sector Specialist or similar.
• Deep understanding of equity markets, macroeconomic and thematic drivers.
• Excellent Microsoft Office skills; Bloomberg and programming abilities are a plus.
• Fluency in English; German is a plus.

Aufgaben

• Translate thematic, macroeconomic, single stock views into marketing materials for J. Safra Sarasin equity funds.
• Present our equity funds to internal and external audiences.
• Lead fund developments like launches or repositioning and market intelligence analyses.
• Participate in expert group, portfolio review and stock initiation meetings; become a subject-matter expert.
• Develop and maintain fund-related marketing documents and tools, automate tasks.

Kenntnisse

Equity markets knowledge

Investment storytelling

Presentation skills

Communication skills

English fluency

Interpersonal skills

Entrepreneurial spirit

German (plus)

Ausbildung

Economics/Finance/Engineering degree

CFA or similar (a plus)

Tools

Bloomberg

Microsoft Office

Programming

AI capabilities (agentic)

Jobbeschreibung

J. Safra Sarasin Group seeks an AsEquity Product Specialist to connect portfolio managers, sales and clients, driving the growth of equity funds. You will translate complex investment ideas into clear narratives and lead strategic product initiatives.

You will present to internal/external audiences, contribute to expert groups and develop marketing materials, leveraging Bloomberg, Excel and AI tools as needed.