Equity Product Strategist — Fund Launches & Growth

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

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.