Portfolio Manager / Analyst - Thematic Equities

J. Safra Sarasin; Zürich; Presencial; CHF 150.000 - 230.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Entrepreneurial spirit in a family of?

Central city office locations acrossSw

Above average insurance coverage fully

Contribution to health insurance and a

Global growth strategy and stable env

Competitive offering

Descripción de la vacante

Bank J. Safra Sarasin in Zürich seeks a Portfolio Manager / Analyst for Thematic Equities. You focus on Industrials, Energy, Utilities, Mining and adjacent sectors, identifying high conviction stock ideas and developing thematic research publications.

You will co-manage a global thematic portfolio, conduct market analysis, present investment cases to the equities team, and build analytical tools for the team, contributing to risk management and portfolio performance.

Formación

• 5-7 years equity analysis experience in Industrials, Utilities, Energy or Mining.
• Experience as Portfolio Manager / Analyst in Asset Management or sell-side equity analysis.
• Strong MS Office and Bloomberg proficiency, plus programming/AI awareness.
• Excellent communication and presentation skills with stakeholders.
• Hands-on, independent work style with high accountability.
• Fluency in English.

Responsabilidades

• Analyse and select stocks in Industrials, Energy, Utilities, Mining for a focused portfolio.
• Conduct market analysis in these sectors and integrate in equity views.
• Discuss and present investment cases to the equities team.
• Co-manage a global thematic portfolio and contribute to idea generation across funds.
• Perform reporting and administrative tasks across investment strategies.
• Present to clients and drive effective investment strategy communication.
• Develop analytical tools and improve existing processes.

Conocimientos

Portfolio management

Equity analysis

Bloomberg

Microsoft Office

Quantitative analysis

Programming skills

AI tools

Communication skills

Educación

University degree in Finance

Economics

Engineering

Herramientas

Bloomberg Terminal

Microsoft Office

Descripción del empleo

Your Role

As Portfolio Manager / Analyst - Thematic Equities at Bank J. Safra Sarasin you are focused 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 a Portfolio 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