Sustainable Investment Specialist - Temporary 7 months

UNION BANCAIRE PRIVÉE, UBP SA; Genf; On-site; CHF 85,000 - 110,000; Full time

Job summary

UNION BANCAIRE PRIVÉE, UBP SA in Switzerland seeks a junior professional to support Sustainability Research & Analysis and Wealth Management support. You will conduct research on sustainability trends, analyze ESG across equity, fixed income and funds, and help integrate insights into in-house publications.

The role requires 1-3 years of relevant experience, understanding of ESG, and strong analytical and communication skills.

Qualifications

• 1-3 years of relevant experience in sustainable investing, ESG, investment advisory or asset management.
• Understanding of ESG integration and sustainable investment.
• Solid investment and analytical skills.
• Experience preparing client materials, portfolio analysis, sustainability reporting and market insights.
• Strong communication and stakeholder management skills, with a client-oriented mindset.
• Proactive, autonomous and able to quickly take ownership of existing responsibilities.
• University degree in Finance, Economics, Sustainability or related fields.
• Fluent in English and French, both used as working languages.

Responsibilities

• Conduct research on sustainability trends and write investment views in line with internal convictions.
• Conduct equity, fixed income and fund instruments sustainability analysis and write investment cases.
• Coordinate with the editorial committee to integrate sustainability insights into relevant in-house investment publications.
• Support sectorial/thematic universe monitoring and analysis to prepare quarterly due-diligence committees.
• Follow the evolution of regulatory framework in relevant jurisdictions to support WM teams.
• Anticipate adaptations of systems, offering, training etc due to potential regulatory change impacting WM business.
• Provide wealth management teams with tools and guidelines to support proper implementation in investment portfolios.
• Prepare quarterly portfolio sustainability reporting and portfolio analysis when needed for client meetings.
• Prepare content and coordinate regular meetings.

Skills

ESG integration

Investment analysis

Sustainability reporting

Portfolio analysis

Client materials

Stakeholder management

Autonomy

Bilingual EN/FR

Education

University degree in Finance or Economics or Sustainability

Job description

Main activities and areas of responsibility

Sustainability Research & Analysis

• Conduct research on sustainability trends and themes and write investment views in line with internal convictions
• Conduct equity, fixed income and fund instruments sustainability analysis and write investment cases
• Coordinate with the editorial committee to integrate sustainability insights into relevant in-house investment publications
• Support sectorial/thematic universe monitoring and analysis to prepare quarterly due-diligence committees

Wealth management support

• Follow the evolution of regulatory framework in relevant jurisdictions
• Anticipate adaptations of systems, offering, training etc due to potential regulatory change impacting WM business (e.g. MIFID, SFDR 2.0, etc.)
• Provide wealth management teams with tools and guidelines to support proper implementation in investment portfolios
• Prepare quarterly portfolio sustainability reporting and portfolio analysis when needed for client meetings
• Prepare content and coordinate regular meetings

Profile

• 1-3 years of relevant experience in sustainable investing, ESG, investment advisory or asset management
• Understanding of ESG integration and sustainable investment
• Solid investment and analytical skills
• Experience preparing client materials, portfolio analysis, sustainability reporting and market insights
• Strong communication and stakeholder management skills, with a client-oriented mindset
• Proactive, autonomous and able to quickly take ownership of existing responsibilities
• University degree in Finance, Economics, Sustainability or related fields
• Fluent in English and French, both used as working languages

Core Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives