Portfolio Manager / Analyst - Thematic Equities

Jobup; Zürich; Sur place; CHF 140 000 - 230 000; Plein temps

Avantages offerts par ce poste

Assurance maladie complémentaire

Remboursement des frais de repas

Centre-ville Zurich

Package salarial compétitif

Résumé du poste

Bank J. Safra Sarasin recherche un Portfolio Manager / Analyst pour analyser et sélectionner des actions dans les secteurs industriels et énergétiques, et gérer un portefeuille thématique global.

Le candidat idéal possède 5–7 ans d'expérience en analyse boursière, maîtrise Excel et Bloomberg, et d'excellentes compétences en communication et présentation. Anglais courant exigé. Poste basé en Suisse, office central à Zurich.

Qualifications

• Diplôme universitaire en finance ou économie exigé.
• Expérience pratique en analyse boursière (5–7 ans).
• Excellentes compétences en communication et présentation.

Responsabilités

• Analyser et sélectionner des actions dans les secteurs industriels et énergétiques.
• Gérer un portefeuille d'investissement thématique global et générer des idées.
• Développer des outils analytiques et améliorer les processus existants.

Connaissances

Communication et présentation

Anglais courant

Analyse financière

Formation

Diplôme universitaire en finance ou économie

Outils

Excel

Bloomberg

Description du poste

Rejoignez Bank J. Safra Sarasin en tant que Portfolio Manager / Analyst. Une opportunité dynamique dans un environnement bancaire familial.

Tâches

• Analyser et sélectionner des actions dans les secteurs industriels et énergétiques.
• Gérer un portefeuille d'investissement thématique global et générer des idées.
• Développer des outils analytiques et améliorer les processus existants.

Compétences

• Diplôme universitaire en finance ou économie avec 5-7 ans d'expérience en analyse boursière.
• Compétences en communication et présentation excellentes.
• Maîtrise d'Excel et expérience avec Bloomberg.

Your Role

AsPortfolio Manager / Analyst - Thematic Equities at Bank J. Safra Sarasin you arefocused on the Industrials, Energy, Utilities, Mining and adjacent sectors and responsible for identifying high conviction stock ideas, conducting commodity market research, conducting portfolio management and risk management activities, creating thematic research publications, as well as developing analytical tools for the broader Thematic Equities team.

Your Responsibilities

• Analyse and select stocks in the Industrials, Energy, Utilities, Mining and adjacent cyclical sectors for a concentrated portfolio of high conviction ideas
• Conduct market analysis in the above sectors and integrate in equity views
• Discuss and present your investment cases to the equities team
• Co-manage a global thematic investment portfolio and contribute to idea generation across other investment funds
• Perform reporting and administrative tasks across investment strategies in an efficient and effective way
• Present to internal and external clients and drive effective investment strategy communication
• Develop analytical tools and improve existing processes

Your Profile

• University degree in Finance, Economics, Engineering, etc., with 5-7 years of practical experience in equity analysis covering at least one of the following sectors:Industrials, Utilities, Energy, Mining
• Experience as aPortfolio Manager / Analyst in an Asset Management environment or as a sell-side equity analyst is required. Industry specific knowledge is an advantage
• Excellent Microsoft Office skills and proven experience with Bloomberg. Quantitative analysis experience, knowledge of AI tools, and programming skills will be considered as a plus
• Excellent communication and presentation skills combined with the ability to work with various stakeholders
• A hands-on mentality with the capability to work independently
• Demonstrates strong work ethics, integrity and high level of accountability
• Fluency in English is required

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

About us

As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients.

We are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our success. Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit and the positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.