Equity Product Specialist

J. Safra Sarasin Group; Zürich; Hybrid; CHF 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Meal allowance

Insurance coverage

Job summary

Bank J. Safra Sarasin is seeking an AsEquity Product Specialist who will act as a strategic link between portfolio managers, sales and clients to drive asset growth of equity funds.

You will translate investment views into compelling marketing materials, present funds to diverse audiences, and lead initiatives around new fund launches and market intelligence analyses. The role requires strong communication skills and deep equity market knowledge.

Qualifications

• 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.
• Fluency in English; fluency in German is a plus.
• 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 for different audiences, with strong communication and presentation skills.
• Hands-on mentality with interpersonal skills and willingness to take responsibility.

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 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

Skills

Equity markets knowledge

Macroeconomic drivers

Thematic drivers

Communication skills

Presentation skills

Microsoft Office

Bloomberg

Programming

AI capabilities

Education

University degree in economics/finance/engineering or related field

Tools

Bloomberg

Job description

AsEquity Product Specialist at Bank J. Safra Sarasin you arepart 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 excellentinterpersonal skills and willingness to takeresponsibility
• Fluency in English; fluency in German is a plus
• 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

About us

As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients.Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.
We are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our success.Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit andthe positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.