Thematic Equity Portfolio Manager: Industrials & Energy

Bank J. Safra Sarasin AG; Zürich; On-site; CHF 140,000 - 200,000; Full time

Benefits offered by this job

Office locations in Switzerland

Above-average insurance coverage

Health insurance contribution

Meal allowance

Global growth strategy

Competitive offering

Job summary

Bank J. Safra Sarasin AG in Zurich seeks a Portfolio Manager/Analyst for Thematic Equities focused on Industrials, Energy, Utilities, Mining. You identify high conviction stock ideas, perform commodity research, and contribute to portfolio and risk management.

You will develop analytical tools, publish thematic research, and present to the team and clients. Suitable candidates have 5-7 years of equity experience, Bloomberg proficiency, and fluent English.

Qualifications

• 5-7 years of practical experience in equity analysis covering sectors: Industrials, Utilities, Energy, Mining
• Experience as Portfolio Manager / Analyst in Asset Management or as a sell-side equity analyst is required
• Fluency in English is required

Responsibilities

• Analyse and select stocks in 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

Skills

Portfolio management

Equity analysis

Presentation skills

Independent work

Education

University degree in Finance, Economics, Engineering

Tools

Bloomberg

Microsoft Office

Programming skills

AI tools

Job description

Bank J. Safra Sarasin AG in Zurich seeks a Portfolio Manager/Analyst for Thematic Equities focused on Industrials, Energy, Utilities, Mining. You identify high conviction stock ideas, perform commodity research, and contribute to portfolio and risk management.

You will develop analytical tools, publish thematic research, and present to the team and clients. Suitable candidates have 5-7 years of equity experience, Bloomberg proficiency, and fluent English.