Equity Product Specialist

Job-Room; Zürich; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

Bank J. Safra Sarasin in Zurich seeks an Equity Product Specialist to connect portfolio managers, sales, and clients, driving growth of our equity funds and shaping market narratives.

You will translate investment views into compelling marketing materials, present funds to audiences, lead fund launches or repositioning, and develop fund-related tools. English fluency is essential; German is a plus. CFA or similar credentials are a plus.

Qualifikationen

• University degree in economics, finance, engineering or related field.
• Strong communication and presentation skills.
• Fluency in English; German a plus.

Aufgaben

• Translate thematic, macroeconomic, single stock views into marketing materials for equity funds.
• Present equity funds to internal and external audiences.
• Lead strategic product development initiatives such as new fund launches or repositioning.
• Participate in expert/portfolio meetings and become a subject-matter expert on investment trends.
• Develop and maintain fund marketing documents and tools, automate tasks and processes.

Kenntnisse

Microsoft Office

Bloomberg

Programming

AI capabilities

Public speaking

English

German

Ausbildung

University degree in economics/finance/engineering

Tools

Bloomberg Terminal

Microsoft Office

Jobbeschreibung

Equity Product Specialist * Zurich, CH * Full-time * Unlimited

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 Role

• 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