Portfolio Manager / Research Analyst

Thematica SA; Genf; Vor Ort; CHF 100.000 - 130.000; Vollzeit

Zusammenfassung

A leading asset management firm in Switzerland is seeking a Portfolio Manager / Research Analyst with a keen focus on sustainability and green technology investments. The successful candidate will pitch new investment opportunities, document detailed research findings, and support the investment team in assessing ESG factors. This role requires a strong background in economics or environmental science and 3+ years of relevant experience in a regulated environment. Fluency in English is essential, while knowledge of French or German is a plus.

Qualifikationen

• 3+ years of relevant experience in a regulated environment.
• Strong interest in investments focused on the energy transition.
• Excellent written and spoken English; French and/or German is a plus.

Aufgaben

• Pitch new investment opportunities through rigorous research.
• Document research findings and report key performance metrics.
• Monitor portfolio holdings and analyze individual companies.

Kenntnisse

Market analysis

Investment research

ESG knowledge

Team collaboration

Ausbildung

University degree in relevant field

Tools

Bloomberg Professional

Jobbeschreibung

Description

Thematica is an asset management company and offers investments focused on green technology and innovation. Thematica exists to drive positive impact for future generations and believes in long‑term change through long‑term investments. The objective is to become the first choice for investors that seek exposure to the energy revolution. We believe the world is in constant motion, and our aim is to capture unprecedented growth opportunities by identifying positive change opportunities early. We are a dynamic team, and we challenge ourselves through critical thinking that looks beyond the status quo. Join our team to be part of our growing evolutionary journey.

We are looking for a Portfolio Manager / Research Analyst with sustainability expertise to help build Thematica into a leader in green technology and innovation investments.

We are looking for bold, motivated, and pragmatic people to make this happen. If that is you, then we like to hear from you.

Responsibilities

• Pitch new investment opportunities through rigorous research.
• Research supply chains, identify bottlenecks and analyze individual companies.
• Attend industry events, company meetings and expert calls.
• Document research findings and report key performance metrics.
• Monitor portfolio holdings, announcements, earnings calls, and other key news events.
• Implement Sustainability & ESG guidelines that meet SFDR article 8 and 9 requirements.
• Support the investment team in identifying and assessing Sustainability & ESG factors during due diligence and potential investments.
• Monitor and report on ESG related implementation and result.
• Contribute to Thematica’s responsible investing strategic development and positioning.
• Identify and execute improvements in how Sustainability and ESG factors are implemented.
• Write fund commentaries and publish research.
• Place and coordinate orders.

Qualifications

• University degree or equivalent in economics, business, environmental science, sustainability, or engineering.
• 3+ years of relevant industry experience in a regulated environment.
• Strong interest and passion for investments, preferable with a focus on the energy transition.
• Industry certification such as CFA is a plus.
• Knowledge of working in Bloomberg Professional.
• Excellent written and spoken English is required, French and/or German is a plus.

What We Value

• Self‑motivated and willing to work in an entrepreneurial environment.
• Proactive and solution‑oriented mindset.
• Team player with a positive attitude.
• Adaptability, flexibility, and integrity is a must.
• Strong organizational skills.

Equal Opportunity

Thematica is an equal opportunity employer and makes employment decisions based on merit. We value all employees and job candidates as unique individuals, and we welcome the variety of experiences they bring to our company.

We will only consider full applications with CV and cover letter with references upon request.