Fund Analyst

Pictet; Genf; Vor Ort; CHF 180.000 - 240.000; Vollzeit

Zusammenfassung

Pictet Wealth Management in Switzerland seeks a Fund Analyst to join the Funds Research & Advisory team, covering Global Equity, Fixed Income and Liquid Alternatives. You will contribute to fund selection, due diligence, and portfolio construction support for Approved/Focus List governance.

Ideal candidates hold a Master’s in Finance or Economics, with 10+ years in fund research, strong fluency in English and French, and advanced Excel/PowerPoint skills. Residency in Switzerland is required.

Qualifikationen

• Master’s degree in Finance or Economics required.
• 10+ years in fund research or related roles.
• Experience with Liquid Alternatives is preferred.
• Solid understanding of UCITS/AIFMD and related regulation.
• Fluent in English; French language skills are a strong asset.

Aufgaben

• Conduct qualitative and quantitative due diligence on Global Equity and Fixed Income funds.
• Maintain and update fund ratings aligned with governance.
• Prepare manager meeting notes, due diligence reports and recommendations.
• Monitor fund performance, risk, and positioning against mandates and peers.
• Translate research into actionable guidance for front office.
• Contribute to thematic research and quarterly manager surveys.
• Engage with fund managers on strategy updates and due diligence points.
• Support UCITS/AIFMD fund considerations in selection and distribution.
• Deputise for pod colleagues and share cross-pod knowledge.

Kenntnisse

Quantitative due diligence

Fund research

Manager selection

Fluent English

French language

Advanced Excel

PowerPoint

Morningstar Direct

Factset

Bloomberg

Ausbildung

Master's degree in Finance/Economics

CFA (or progress toward)

CAIA a plus

Tools

Morningstar Direct

Factset

Bloomberg

Jobbeschreibung

Switzerland Geneva

Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services.

We are looking for a Fund Analyst to join our cross-asset Funds Research & Advisory team, covering the Global Equity and Fixed Income pod with an extended remit into Liquid Alternatives. This is an opportunity to work within a T-shaped analyst model — developing deep expertise in your core asset classes while contributing to cross-pod initiatives, governance frameworks, and firm-wide manager research output.

You will play a key role in fund selection, manager due diligence, and portfolio construction support, feeding directly into our Approved and Focus List governance process.

Your role

• Conduct qualitative and quantitative due diligence on Global Equity and Fixed Income funds, with additional coverage of Liquid Alternatives strategies (equity long/short, global macro, multi-strategy, market neutral, relative value).
• Maintain and update fund ratings, ensuring alignment with the fund research governance.
• Prepare manager meeting notes, due diligence reports, and recommendations for Approved/Focus List reviews and Discretionary PMs.
• Monitor fund performance, risk characteristics, and portfolio positioning against stated mandates and peer groups.
• Support the Funds Advisory function and Discretionary Mandates by translating research views into actionable guidance for the front office.
• Contribute to thematic research pieces and quarterly manager survey presentations as well as requests.
• Liaise directly with fund management companies (portfolio managers, product specialists) on strategy updates, liquidity terms, and operational due diligence points.
• Support regulatory and cross-border fund considerations (UCITS, AIFMD) relevant to fund selection and distribution.
• Deputise for pod colleagues as needed and contribute to cross-pod knowledge sharing.

Your profile

• Master's degree in Finance, Economics, or related field CFA (or progress toward), CAIA a plus given Liquid Alternatives focus.
• At least ten years 10 years in fund research, manager selection, or fund analyst role within a private bank, asset manager, fund-of-funds, or investment consultancy.
• Demonstrated experience covering Liquid Alternatives strategies (hedge fund style, UCITS-wrapped or offshore) alongside traditional long-only equity and/or fixed income funds.
• Solid understanding of the fund management business — how asset managers are structured, fee models, distribution channels, and operational due diligence considerations.
• Familiarity with fund governance frameworks (rating systems, approved lists, investment committees) is a strong plus.
• Fluent in English; French a strong asset given client and internal stakeholder base.
• Strong quantitative due diligence skills: performance attribution, risk decomposition, factor analysis.
• Working knowledge of relevant regulatory frameworks (UCITS, AIFMD; Swiss LPCC/LSFin knowledge a plus).
• Comfortable with fund research tools/databases (e.g., Morningstar Direct, Factset, Bloomberg).
• Advanced Excel; PowerPoint proficiency for client- and committee-facing materials.
• Excellent written and verbal communication, able to distill complex fund analysis into clear recommendations for both technical and non-technical stakeholders.
• Comfortable engaging directly with fund managers and internal stakeholders.
• Collaborative mindset, able to work within a pod structure and contribute beyond a single asset class silo.
• Must be resident in Switzerland with a valid work permit.

Note

We will not accept any CVs via agencies

Diversity & Inclusion

Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.