Fund Analyst

Pictet Group; Genf; On-site; CHF 180,000 - 240,000; Full time

Job summary

Pictet Wealth Management is seeking a Senior Fund Analyst to join the Funds Research & Advisory team. You will conduct due diligence on Global Equity, Fixed Income, and Liquid Alternatives funds, maintaining ratings and producing actionable recommendations for Approved/Focus List reviews.

The role requires a track record in fund research and governance, with fluency in English and preferably French, and a strong command of analytics tools and portfolio construction support.

Qualifications

• Master's degree in Finance, Economics, or related field.
• CFA (or progress toward) and CAIA are a plus for Liquid Alternatives focus.
• Fluent in English; French a strong asset for client/internal stakeholder base.
• Extensive experience in fund research, manager selection and governance.

Responsibilities

• Conduct qualitative and quantitative due diligence on Global Equity and Fixed Income funds, with coverage of Liquid Alternatives.
• Maintain and update fund ratings, ensuring alignment with governance.
• Prepare manager meeting notes and recommendations for reviews and discretionary PMs.
• Monitor fund performance, risk characteristics, and portfolio positioning against mandates and peers.
• Translate research views into actionable guidance for front office and advisory functions.
• Contribute to thematic research and quarterly manager surveys.

Skills

Fund research

Manager selection

Liquid Alternatives

English fluency

French language

Advanced Excel

PowerPoint

Education

Master's degree in Finance or Economics

CFA (or progress toward)

CAIA (a plus)

Tools

Morningstar Direct

FactSet

Bloomberg

Job description

Your team

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.