Senior Equity Analyst

Mirabaud Group; Genf; Vor Ort; CHF 180.000 - 260.000; Vollzeit

Zusammenfassung

Mirabaud Group in Geneva invites an experienced Senior Equity Research professional to lead fundamental research across European, Swiss and US equities. You will perform financial modelling, valuation, earnings forecasts and stock selection for a high-conviction portfolio, producing concise research content for internal and client use.

You will present views in weekly and ad hoc meetings, support portfolio managers and advisors with materials and visits, and contribute to development of research

Qualifikationen

• Extensive experience (at least 15 years) in a similar role, in the Wealth and/or Asset Management field.
• Strong experience in fundamental equity research, financial modelling, valuation, earnings forecasting and stock selection.
• European equity markets experience is a plus.
• Excellent analytical skills with attention to detail.
• Good knowledge of equity-market dynamics, company earnings and portfolio construction; knowledge of derivatives is an advantage.
• Excellent communication skills, verbal and written, in French and English, and the ability to lead client meetings and speak in public.
• High standard of report writing and attention to detail.
• Take ownership for work, always ensuring standards and deadlines are met and keeping others informed and up to date.
• Work in an organised and logical way, ensuring clients key needs are met to the required standard.
• Work well under pressure, with the ability to prioritise and manage multiple tasks.
• Willing to share knowledge and experience, learn from others, give and receive feedback and contribute to a team environment as a Senior team player.
• Self-motivated with an eagerness to learn and keep up to date with the investment industry, market conditions, etc.

Aufgaben

• Fundamental equity research and stock selection across the European, Swiss and US investment universe, including financial modelling, valuation, earnings forecasts and ongoing monitoring of investment cases.
• Management of the high-conviction equity offering: universe screening, generation and promotion of stock ideas, maintenance of internal ratings, focused lists and equity baskets, and related reporting.
• Production of concise, actionable research content.
• Internal promotion: regular written and oral communication of high-conviction views in weekly, monthly and ad hoc meetings; active support to portfolio managers and advisors, including client materials and visits to subsidiaries.
• Active participation in investment, research and product-related committees, contributing bottom-up stock views within the broader macro, regional and sector framework.
• Working knowledge and use of equity derivatives and options to support portfolio-construction discussions and client-specific equity solutions, where relevant.
• Participation in UHNW client portfolio reviews, tailored pitches and client/prospect meetings in collaboration with portfolio managers and advisors.
• Contribution to the external visibility of the Equity Team.
• Participation in internal projects, including the development of research processes, quantitative screening tools, reporting and client-facing content.

Kenntnisse

Equity research

Financial modelling

Valuation

Earnings forecasts

Stock selection

Analytical skills

Derivatives knowledge

Public speaking

Jobbeschreibung

Company Description

Joining Mirabaud, means entering an entrepreneurial and innovative environment. With the 7th generation of the Mirabaud family working within the bank, the culture is that of a family business. With over 700 employees based in 8 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network.

Job Description

• Fundamental equity research and stock selection across the European, Swiss and US investment universe, including financial modelling, valuation, earnings forecasts and ongoing monitoring of investment cases.
• Management of the high-conviction equity offering: universe screening, generation and promotion of stock ideas, maintenance of internal ratings, focused lists and equity baskets, and related reporting.
• Production of concise, actionable research content.
• Internal promotion: regular written and oral communication of high-conviction views in weekly, monthly and ad hoc meetings; active support to portfolio managers and advisors, including client materials and visits to subsidiaries.
• Active participation in investment, research and product-related committees, contributing bottom-up stock views within the broader macro, regional and sector framework.
• Working knowledge and use of equity derivatives and options to support portfolio-construction discussions and client-specific equity solutions, where relevant.
• Participation in UHNW client portfolio reviews, tailored pitches and client/prospect meetings in collaboration with portfolio managers and advisors.
• Contribution to the external visibility of the Equity Team.
• Participation in internal projects, including the development of research processes, quantitative screening tools, reporting and client-facing content.

Qualifications

• Extensive experience (at least 15 years) in a similar role, in the Wealth and/or Asset Management field :
• Strong experience in fundamental equity research, financial modelling, valuation, earnings forecasting and stock selection;
• European equity markets experience is a plus;
• Excellent analytical skills with attention to detail;
• Good knowledge of equity-market dynamics, company earnings and portfolio construction; knowledge of derivatives is an advantage;
• Excellent communication skills, verbal and written, in French and English, and the ability to lead client meetings and speak in public;
• High standard of report writing and attention to detail;
• Take ownership for work, always ensuring standards and deadlines are met and keeping others informed and up to date;
• Work in an organised and logical way, ensuring clients key needs are met to the required standard;
• Work well under pressure, with the ability to prioritise and manage multiple tasks;
• Willing to share knowledge and experience, learn from others, give and receive feedback and contribute to a team environment as a Senior team player;
• Self-motivated with an eagerness to learn and keep up to date with the investment industry, market conditions, etc.

Additional Information

Step into the action!

• Family-friendly and dynamic environment;
• Direct impact on the business, no matter your position or seniority;
• Work in an environment that encourages autonomy and entrepreneurship;
• Inclusion and equal treatment.