Fund Research Analyst

Fund Research Analyst #

• Zurich, CH
• Full-time
• Unlimited

Your Role ###

As Fund Research Analyst at Bank J. Safra Sarasin you are a team- and performance-oriented, well-organized individual, who has a high interest in financial markets and products, and provide first-class research and advisory service to our discretionary fund managers and our Client Relationship Managers (CRMs).

Your Responsibilities ###

• Analyze different equity related to active and passive funds
• Advise the discretionary portfolio management team within your coverage
• Advise CRMs on recommended funds
• Create publications, e.g. recommendation lists
• Act as a deputy within the fund team and broaden your generalist know-how
• Support colleagues with fund due diligences

Your Profile ###

• University degree in Business Administration, Economics, MBA or completed apprenticeship or similar banking education
• CFA or CEFA is a plus
• First relevant work experience in fund research, fund advisory or portfolio management
• Experience with Morningstar, Bloomberg, AI
• Strong analytical and problem solving skills
• Excellent communication and presentation skills
• Ability to work under pressure
• Fluency in English and German

Your Benefits ###

• Entrepreneurial spirit in a family owned bank
• Central city office locations across Switzerland
• Above average insurance coverage fully borne by the bank
• Contribution to health insurance and meal allowance
• Global growth strategy and stable environment
• Competitive offering