Equity Product 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

Equity Product Specialist

Your Role

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

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

About us

As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional 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 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.