Fund Research Analyst

J. Safra Sarasin; Zürich; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Family‑owned bank culture

Central Zurich offices

Strong health insurance cover

Zusammenfassung

Bank J. Safra Sarasin seeks a Fund Research Analyst to join a performance‑driven team in Zürich, delivering high‑quality research and advisory to discretionary fund managers and CRMs.

You will analyze equity funds, advise portfolio management, and support fund due diligences while producing publications for internal and client use.

Qualifikationen

• 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.

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

Analytical skills

Problem solving

Communication skills

Presentation skills

Fluency in English

Fluency in German

Ausbildung

University degree in Business Administration/Economics/MBA

Banking education / apprenticeship

CFA or CEFA is a plus

Tools

Morningstar

Bloomberg

AI tools

Jobbeschreibung

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