Fund Research Analyst — J. Safra Sarasin

Full description

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
• At least 2–3 years of professional experience in the areas of 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 About us As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills. We are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our success. Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit and the positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group. Apply • Not the perfect fit? Discover more career opportunities in one of our Swiss locations that match your profile. All Vacancies • Not the right time? Stay informed about our latest opportunities and upcoming job openings that match your interests and skills. Job Subscription Share this role with someone who might be interested Share • Send with WhatsApp • Share on LinkedIn • Share on Xing • Send as Email • Copy Link