Senior Fund Research Analyst - Global Funds & Alternatives

CFA Institute; Genf; Vor Ort; CHF 180.000 - 240.000; Vollzeit

Zusammenfassung

Pictet Wealth Management is seeking a senior Fund Research professional to lead qualitative and quantitative due diligence on Global Equity and Fixed Income funds, with coverage of Liquid Alternatives. The role emphasizes governance, fund ratings, and actionable recommendations for front-office decisions.

You will maintain fund performance tracking, liaise with fund managers, support UCITS/AIFMD regulatory considerations, and contribute to thematic research while collaborating across pods.

Qualifikationen

• Master's degree in Finance or Economics; CFA progress encouraged.
• At least ten years in fund research or similar roles (private bank, asset manager, fund-of-funds, or consulting).
• Experience covering Liquid Alternatives alongside traditional equity/fixed income funds.
• Solid understanding of fund governance, fee models and distribution channels.
• Fluent in English; French language skills are a strong asset; Swiss work eligibility.

Aufgaben

• Conduct qualitative and quantitative due diligence on Global Equity and Fixed Income funds, with additional coverage of Liquid Alternatives strategies (equity long/short, global macro, multi-strategy, market neutral, relative value).
• Maintain and update fund ratings, ensuring alignment with the fund research governance.
• Prepare manager meeting notes, due diligence reports, and recommendations for Approved/Focus List reviews and Discretionary PMs.
• Monitor fund performance, risk characteristics, and portfolio positioning against stated mandates and peer groups.
• Support the Funds Advisory function and Discretionary Mandates by translating research views into actionable guidance for the front office.
• Contribute to thematic research pieces and quarterly manager survey presentations as well as requests.
• Liaise directly with fund management companies on strategy updates, liquidity terms, and operational due diligence points.
• Support regulatory and cross-border fund considerations (UCITS, AIFMD) relevant to fund selection and distribution.
• Deputise for pod colleagues as needed and contribute to cross-pod knowledge sharing.

Kenntnisse

Fund research

Manager selection

Liquid Alternatives

Quantitative due diligence

Communication

Ausbildung

Master's degree in Finance or Economics

CFA in progress

CAIA a plus

Tools

Morningstar Direct

Factset

Bloomberg

Jobbeschreibung

Pictet Wealth Management is seeking a senior Fund Research professional to lead qualitative and quantitative due diligence on Global Equity and Fixed Income funds, with coverage of Liquid Alternatives. The role emphasizes governance, fund ratings, and actionable recommendations for front-office decisions.

You will maintain fund performance tracking, liaise with fund managers, support UCITS/AIFMD regulatory considerations, and contribute to thematic research while collaborating across pods.