Equity Funds Strategy & Growth Specialist

Bank J. Safra Sarasin; Zürich; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Entrepreneurial culture

Central Switzerland offices

Insurance coverage

Health insurance allowance

Global growth strategy

Competitive offering

Zusammenfassung

Bank J. Safra Sarasin seeks an Equity Product Specialist to connect portfolio managers, sales, and clients, driving asset growth of equity funds. You will translate investment views into marketing materials and present funds to diverse audiences.

You will lead strategic product initiatives, participate in expert meetings, and develop fund-related documents and tools, with a hands-on, collaborative approach across teams.

Qualifikationen

• University degree in economics, finance, engineering or related field, with at least 3-5 years of experience as Product Specialist, Client Portfolio Manager, Equity Analyst, Sector Specialist or similar. CFA or similar is a plus
• Proficiency in Microsoft Office; Bloomberg, programming and AI capabilities are a plus
• Ability to translate complex investment concepts into clear narratives for different audiences; strong communication and presentation skills
• Hands-on mentality with interpersonal skills and willingness to take responsibility
• Fluency in English; German is a plus

Aufgaben

• Translate thematic, macroeconomic, single stock views into marketing materials promoting J. Safra Sarasin equity funds
• Present our equity funds to internal and external audiences
• Lead strategic product development initiatives such as new fund launches, fund repositioning or market intelligence analyses
• Participate in expert group, portfolio review and stock initiation meetings; become a subject-matter expert on investment trends related to our equity funds
• Develop and maintain fund related marketing documents and tools, automate tasks and processes

Kenntnisse

Investing

English fluency

Communication

Presentation skills

Interpersonal skills

Responsibility

Programming

Agentic AI

Ausbildung

University degree in economics/finance/engineering

Tools

Bloomberg

Jobbeschreibung

Bank J. Safra Sarasin seeks an Equity Product Specialist to connect portfolio managers, sales, and clients, driving asset growth of equity funds. You will translate investment views into marketing materials and present funds to diverse audiences.

You will lead strategic product initiatives, participate in expert meetings, and develop fund-related documents and tools, with a hands-on, collaborative approach across teams.