Fund Research Analyst - Advisory & Research Excellence

J. Safra Sarasin Group; Zürich; Hybrid; CHF 90.000 - 150.000; Vollzeit

Benefits dieser Stelle

Health insurance

Meal allowance

Insurance coverage

Zusammenfassung

J. Safra Sarasin Group is seeking an AsFund Research Analyst to deliver team- and performance-oriented research and advisory services for discretionary fund managers and Client Relationship Managers across Switzerland.

The role includes analyzing equities for active and passive funds, advising portfolio management teams, creating publications, and supporting fund due diligences in a dynamic private bank environment.

Qualifikationen

• University degree in Business Administration, Economics, MBA or completed banking apprenticeship.
• 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

Communication skills

Presentation skills

Pressure handling

Entrepreneurial spirit

Ausbildung

University degree in Business Administration/Economics or MBA

Banking education (apprenticeship)

CFA or CEFA is a plus

Tools

Morningstar

Bloomberg

AI

Jobbeschreibung

J. Safra Sarasin Group is seeking an AsFund Research Analyst to deliver team- and performance-oriented research and advisory services for discretionary fund managers and Client Relationship Managers across Switzerland.

The role includes analyzing equities for active and passive funds, advising portfolio management teams, creating publications, and supporting fund due diligences in a dynamic private bank environment.