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
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Fund Research Analyst in Zürich Arbeitgeber: J. Safra Sarasin
Die Bank J. Safra Sarasin in Basel bietet eine dynamische Arbeitsumgebung, die auf Teamarbeit und Innovation setzt. Als Arbeitgeber fördern wir das Wachstum unserer Mitarbeiter durch kontinuierliche Weiterbildung und Entwicklungsmöglichkeiten. Unsere Unternehmenskultur legt Wert auf Vielfalt und Inklusion, während wir gleichzeitig ein attraktives Vergütungspaket und flexible Arbeitszeiten anbieten, um eine ausgewogene Work-Life-Balance zu gewährleisten.