Portfolio / Equity Analyst

Fisch Asset Management AG; Zürich; On-site; CHF 90,000 - 130,000; Full time

Job summary

Fisch Asset Management AG in Zürich sucht eine engagierte Fachkraft im Bereich Portfolio Analytics & Quantitative Analysis. Sie monitoren Exposures, Risiken und Treiber der Performance und unterstützen Datenqualität sowie automatisierte Analysen.

Sie arbeiten eng mit Investment-Reporting und Risikomanagement zusammen, entwickeln quantitative Tools, Dashboards und Berichte und tragen zur Weiterentwicklung der analytischen Fähigkeiten des Teams bei.

Qualifications

• Abgeschlossenes Hochschulstudium in Finanzen, Ökonomie, Betriebswirtschaft oder verwandtem Bereich.
• Starke analytische und quantitative Fähigkeiten sowie Interesse an Finanzmärkten.
• Gute Englisch- und Deutschkenntnisse oder Bereitschaft, Deutsch zu lernen.

Responsibilities

• Portfolio-Analytics & Quantitative Analysis: Überwachung von Portfoliobeteiligungen, Risikofaktoren und Performance-Treibern.
• Datenqualitätsprüfungen und Unterstützung der Integrität von Portfolio- und Investitionsdaten.
• Entwicklung und Verbesserung quantitativer Werkzeuge, Dashboards und analytischer Prozesse, inkl. Automatisierung.
• Durchführung von Portfolio-Risikoprüfungen, Performance-Analysen und investitionsbezogener Berichterstattung.
• Zusammenarbeit mit internen Teams, einschließlich Investment-Reporting und Risikomanagement, zur Verbesserung von Datenqualität und Prozessen.

Skills

Quantitative data analysis

Python programming

Fundamental equity research

Financial modelling

Excel

Bloomberg

Aladdin

Teamwork

Education

Universitätsabschluss in Finance, Economics, Business Administration oder verwandtem Bereich

Tools

Bloomberg Terminal

Aladdin

Job description

Ihre Aufgaben

Portfolio Analytics & Quantitative Analysis:

• Monitor portfolio exposures, investment risks and performance drivers.
• Perform ongoing data quality checks and support the integrity of portfolio and investment data.
• Develop and improve quantitative tools, dashboards and analytical processes, including automation.
• Conduct portfolio risk checks, performance analysis and investment-related reporting.
• Collaborate with internal teams, including investment reporting and risk management, to improve data quality and analytical processes.

Fundamental Investment Research:

• Conduct bottom-up company and issuer research, including fundamental financial analysis and valuation modelling.
• Analyse companies and issuers, including their business models, financial performance, capital structures and investment risks.
• Monitor relevant companies, sectors and market developments to identify investment opportunities and risks.
• Develop investment recommendations and present research findings to the portfolio management team.
• Engage with company management teams, sell-side analysts and other market participants to support investment research.
• Contribute to the ongoing development of the team's investment research and analytical capabilities.

The relative emphasis on portfolio analytics and fundamental research will depend on the candidate's experience, skills and interests.

Ihr Profil

• University degree in Finance, Economics, Business Administration or a related discipline.
• Strong analytical and quantitative skills, intellectual curiosity and a genuine interest in financial markets and investment management.
• Strong skills in either quantitative data analysis and Python programming, or fundamental equity research and financial modelling.
• Good knowledge of Microsoft Excel; familiarity with financial data platforms and portfolio analytics tools, such as Bloomberg and Aladdin, is an advantage.
• Good understanding of financial markets, particularly equities and/or fixed-income instruments.
• Independent, proactive and detail-oriented working style, with strong problem-solving, communication and teamwork skills.
• Willingness to learn, take responsibility and contribute to a collaborative investment team.
• Excellent command of English and German, or a strong willingness to learn German.
• Swiss, EU or EFTA citizenship, as required for the applicable Swiss work permit regulations.

We welcome applications from motivated graduates and experienced investment professionals who are eager to contribute to our Portfolio Management team and further develop their expertise in financial markets and asset management.

Warum wir?

We are looking for motivated investment professionals to join our Portfolio Management team. We welcome applications from both graduates with strong quantitative and programming skills as well as experienced analysts with expertise in fundamental equity research and valuation modelling.

Working closely with our Portfolio Managers, you will contribute to portfolio analytics, risk monitoring and investment research. Your responsibilities will be tailored to your experience and expertise, offering opportunities to develop your skills and contribute directly to investment decisions.

This position offers an excellent opportunity to further develop your expertise, deepen your understanding of financial markets and advance your career in asset management.