Fund Analyst

Pictet Group; Genf; Vor Ort; CHF 140.000 - 200.000; Vollzeit

Zusammenfassung

Pictet Group, a leading Swiss private bank, seeks a senior Fund Analyst to support Global Equity, Fixed Income, and Liquid Alternatives fund research. You will perform in-depth due diligence, update fund ratings, and prepare comprehensive reports for Approved/Focus List reviews and discretionary mandates.

You will engage with fund managers, contribute to cross-pod knowledge sharing, and ensure compliance with UCITS/AIFMD regulations. Fluent English and strong French are highly valued.

Qualifikationen

• Master's degree in Finance or Economics is required.
• CFA or progress toward is preferred; CAIA a plus for Liquid Alternatives focus.
• At least 10 years in fund research, manager selection, or related roles.
• Experience with Liquid Alternatives alongside long-only equity/fixed income is expected.

Aufgaben

• Conduct due diligence on Global Equity and Fixed Income funds and Liquid Alternatives.
• Maintain and update fund ratings in governance frameworks.
• Prepare manager meeting notes and due diligence reports for reviews.
• Monitor fund performance, risk, and positioning vs mandates and peers.
• Translate research views into guidance for front office and clients.

Kenntnisse

English fluency

French asset

Excel

PowerPoint

Quantitative due diligence

Ausbildung

Master's degree in Finance or Economics

CFA (or progress toward)

CAIA a plus

Tools

Morningstar Direct

FactSet

Bloomberg

Jobbeschreibung

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.

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.