Portfolio Manager / Analyst - Thematic Equities — J. Safra Sarasin
- Location
- Zürich
- Contract
- Full-time
- Posted
- 6 days ago
Full description
Portfolio Manager / Analyst - Thematic Equities • Zurich, CH • Full-time • Unlimited Your Role As Portfolio Manager / Analyst - Thematic Equities at Bank J. Safra Sarasin you are focused on the Industrials, Energy, Utilities, Mining and adjacent sectors and responsible for identifying high conviction stock ideas, conducting commodity market research, conducting portfolio management and risk management activities, creating thematic research publications, as well as developing analytical tools for the broader Thematic Equities team.
Your Responsibilities
- Analyse and select stocks in the 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
Your Profile
- University degree in Finance, Economics, Engineering, etc., with 5-7 years of practical experience in equity analysis covering at least one of the following sectors: Industrials, Utilities, Energy, Mining
- Experience as a Portfolio Manager / Analyst in an Asset Management environment or as a sell-side equity analyst is required. Industry specific knowledge is an advantage
- Excellent Microsoft Office skills and proven experience with Bloomberg. Quantitative analysis experience, knowledge of AI tools, and programming skills will be considered as a plus
- Excellent communication and presentation skills combined with the ability to work with various stakeholders
- A hands-on mentality with the capability to work independently
- Demonstrates strong work ethics, integrity and high level of accountability
- Fluency in English is required
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
Questions about this listing
What salary does J. Safra Sarasin offer for this role?
The original listing does not state a salary. Our estimate for this role and sector in Zürich is CHF 101'500 - 154'000 gross per year — an estimate, not a figure communicated by J. Safra Sarasin. The calculator on this site converts a gross salary into 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.
