Portfolio Manager / Analyst - Thematic Equities

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