Equity Product Specialist

J. Safra Sarasin; Zürich; Vor Ort; CHF 140.000 - 190.000; Vollzeit

Benefits dieser Stelle

Insurance coverage

Meal allowance

Central city office locations acrossSw

Zusammenfassung

Bank J. Safra Sarasin is seeking an Equity Product Specialist within the Equity team to bridge portfolio managers, sales and clients and to drive asset growth of our equity funds.

You will translate market views into compelling marketing materials, present funds to internal and external audiences, lead fund launches and repositioning, and support expert group discussions with strong communication and presentation skills.

Qualifikationen

• Bachelor-level/masters in economics, finance or related field.
• Strong understanding of equity markets and macro themes.
• Proven ability to translate complex ideas into clear narratives.

Aufgaben

• Translate thematic, macro, single stock views into marketing materials for equity funds.
• Present equity funds to internal and external audiences.
• Lead fund development initiatives such as launches or repositioning.
• Support expert group, portfolio review and stock initiation discussions.

Kenntnisse

Equity markets

Investment storytelling

Presentation skills

Communication

Programming

Ausbildung

University degree in economics/finance or related field

Tools

Bloomberg

MS Office

Jobbeschreibung

Your Role

As Equity Product Specialist at Bank J. Safra Sarasin you are part of the JSS Equity team and are serving as a strategic link between portfolio managers, sales and clients to drive asset growth of our equity funds.

Your Responsibilities

• Translate thematic, macroeconomic, single stock views and portfolio positioning 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 and contribute to 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

Your Profile

• 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
• Passion for investing and deep understanding of equity markets as well as macroeconomic and thematic drivers. Excellent Microsoft Office skills; strong technical skills, including Bloomberg, programming and agentic AI capabilities are a plus
• Ability to translate complex investment concepts into clear narratives tailored to different audiences, supported by excellent communication and presentation skills
• Hands‑on mentality with excellent interpersonal skills and willingness to take responsibility
• Fluency in English; fluency in German is a plus

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