Fund Research Analyst: Advisory & Research Lead

J. Safra Sarasin Group; Zürich; Hybrid; CHF 90.000 - 140.000; Vollzeit

Zusammenfassung

J. Safra Sarasin Group is seeking an AsFund Research Analyst to provide first-class research and advisory service to discretionary fund managers and client relationship managers.

The role involves analyzing equity related to active and passive funds and supporting fund diligences. The candidate should have 2–3 years of fund research or portfolio management experience, be fluent in English and German, and possess strong analytical and communication skills.

Qualifikationen

• University degree in Business Administration, Economics, MBA or completed apprenticeship or similar banking education.
• CFA or CEFA is a plus.
• 2–3 years of experience in fund research, fund advisory or portfolio management.

Aufgaben

• Analyze equity related to active and passive funds.
• Advise discretionary portfolio management and CRMs on funds.
• Create publications and recommendation lists.
• Act as deputy within the fund team and broaden generalist know-how.
• Support fund due diligences.

Kenntnisse

English fluency

German fluency

Analytical skills

Problem solving

Ausbildung

Business administration / Economics degree or MBA

Banking education (apprenticeship)

Tools

Morningstar

Bloomberg

AI

Jobbeschreibung

J. Safra Sarasin Group is seeking an AsFund Research Analyst to provide first-class research and advisory service to discretionary fund managers and client relationship managers.

The role involves analyzing equity related to active and passive funds and supporting fund diligences. The candidate should have 2–3 years of fund research or portfolio management experience, be fluent in English and German, and possess strong analytical and communication skills.