Fund Research Analyst

Job-Room; Zürich; Vor Ort; CHF 90.000 - 140.000; Vollzeit

Zusammenfassung

Bank J. Safra Sarasin is seeking a Fund Research Analyst in Zurich to support discretionary fund managers and client relationship managers with first-class research and advisory services.

You will analyze equity funds, advise on investments, create recommendation publications, and act as deputy within the fund team while expanding your generalist knowledge in a dynamic Swiss bank environment.

Qualifikationen

• University degree in business, economics, MBA or equivalent.
• Experience in fund research, fund advisory or portfolio management.
• Familiarity with Morningstar and Bloomberg.
• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Fluency in English and German.

Aufgaben

• Analyze different equity related to active and passive funds.
• Advise the discretionary portfolio management team within your coverage.
• Advise CRMs on recommended funds.
• Create publications, e.g. recommendation lists.
• Act as a deputy within the fund team and broaden your generalist know-how.
• Support colleagues with fund due diligences.

Kenntnisse

Strong analytical skills

Problem solving

Communication and presentation

Work under pressure

Fluency in English and German

Ausbildung

University degree in Business Administration, Economics, MBA or completed apprenticeship or similar banking education

CFA or CEFA is a plus

Tools

Morningstar

Bloomberg

AI

Jobbeschreibung

# Fund Research Analyst # * Zurich, CH * Full-time * Unlimited

Your Role

As Fund Research Analyst at Bank J. Safra Sarasin you are a team- and performance-oriented, well-organized individual, who has a high interest in financial markets and products, and provide first-class research and advisory service to our discretionary fund managers and our Client Relationship Managers (CRMs).

Your Responsibilities

• Analyze different equity related to active and passive funds
• Advise the discretionary portfolio management team within your coverage
• Advise CRMs on recommended funds
• Create publications, e.g. recommendation lists
• Act as a deputy within the fund team and broaden your generalist know-how
• Support colleagues with fund due diligences

Your Profile

• University degree in Business Administration, Economics, MBA or completed apprenticeship or similar banking education
• CFA or CEFA is a plus
• First relevant work experience in fund research, fund advisory or portfolio management
• Experience with Morningstar, Bloomberg, AI
• Strong analytical and problem solving skills
• Excellent communication and presentation skills
• Ability to work under pressure
• Fluency in English and German

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