Fund Research Analyst — J. Safra Sarasin
- Location
- Zurich
- Contract
- full-time
- Posted
- Yesterday
Role overview
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).
- Fund Research Analyst Zurich, CH Full-time Unlimited Your Role
- As Fund Research Analyst at Bank J.
- Your Responsibilities
- Analyze different equity related to active and passive funds
- 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
Main responsibilities
- 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
Key requirements
- 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 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.
Application process
- 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
Contacts
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Additional details
- Fund Research Analyst
- Advise the discretionary portfolio management team within your coverage Advise CRMs on recommended funds
- 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
- Excellent communication and presentation skills Ability to work under pressure Fluency in English and German
- Global growth strategy and stable environment Competitive offering
- Discover more career opportunities in one of our Swiss locations that match your profile.
- Stay informed about our latest opportunities and upcoming job openings that match your interests and skills.
- Share this role with someone who might be interested Send with WhatsApp
Notes and original content
- Advise the discretionary portfolio management team within your coverage
- Advise CRMs on recommended funds
- 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
- Excellent communication and presentation skills
- Ability to work under pressure
- Fluency in English and German
Questions about this listing
What salary does J. Safra Sarasin offer for this role?
J. Safra Sarasin lists CHF 73'500 - 111'500 gross per year for this position in Zurich. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does J. Safra Sarasin offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with J. Safra Sarasin during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Zürich's cantonal migration office or with HR during the application.
How do I apply for this position at J. Safra Sarasin?
Use the "Apply now" button on this page — it links directly to J. Safra Sarasin's original listing at jsafrasarasin.umantis.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
