Main activities and areas of responsibility
Sustainability Research & Analysis
- Conduct research on sustainability trends and themes and write investment views in line with internal convictions
- Conduct equity, fixed income and fund instruments sustainability analysis and write investment cases
- Coordinate with the editorial committee to integrate sustainability insights into relevant in-house investment publications
- Support sectorial/thematic universe monitoring and analysis to prepare quarterly due-diligence committees
Wealth management support
- Follow the evolution of regulatory framework in relevant jurisdictions
- Anticipate adaptations of systems, offering, training etc due to potential regulatory change impacting WM business (e.g. MIFID, SFDR 2.0, etc.)
- Provide wealth management teams with tools and guidelines to support proper implementation in investment portfolios
- Prepare quarterly portfolio sustainability reporting and portfolio analysis when needed for client meetings
- Prepare content and coordinate regular meetings
Profile
- 1-3 years of relevant experience in sustainable investing, ESG, investment advisory or asset management
- Understanding of ESG integration and sustainable investment
- Solid investment and analytical skills
- Experience preparing client materials, portfolio analysis, sustainability reporting and market insights
- Strong communication and stakeholder management skills, with a client-oriented mindset
- Proactive, autonomous and able to quickly take ownership of existing responsibilities
- University degree in Finance, Economics, Sustainability or related fields
- Fluent in English and French, both used as working languages
Core Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives
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Sustainable Investment Specialist - Temporary 7 months in Genf Arbeitgeber: Union Bancaire Privée
UBP bietet eine herausragende Arbeitsumgebung, die von einer agilen Unternehmenskultur geprägt ist und Mitarbeiterinitiativen fördert. Als Senior Change Lead im Wealth Management haben Sie die Möglichkeit, bedeutende Veränderungen in einem dynamischen Team zu gestalten und Ihre Karriere durch gezielte Weiterbildungsangebote und ein starkes Netzwerk innerhalb der Organisation voranzutreiben. Zudem profitieren Sie von einem internationalen Arbeitsumfeld in der Schweiz, das Vielfalt und persönliche Entwicklung schätzt.