01Translate thematic, macroeconomic, single stock views and portfolio positioning into marketing materials promoting J. Safra Sarasin equity funds
02Present our equity funds to internal and external audiences
03Lead strategic product development initiatives such as new fund launches, fund repositioning or market intelligence analyses
04Participate and contribute to expert group, portfolio review and stock initiation meetings. Become a subject-matter expert on investment trends related to our equity funds
05Develop and maintain fund related marketing documents and tools, automate tasks and processes
Requirements
↳University degree in economics, finance, engineering or related field, with at least 3-5 years of experience as Product Specialist, Client Portfolio Manager, Equity Analyst, Sector Specialist or similar. CFA or similar is a plus
↳Passion for investing and deep understanding of equity markets as well as macroeconomic and thematic drivers. Excellent Microsoft Office skills; strong technical skills, including Bloomberg, programming and agentic AI capabilities are a plus
↳Ability to translate complex investment concepts into clear narratives tailored to different audiences, supported by excellent communication and presentation skills
↳Hands-on mentality with excellent interpersonal skills and willingness to take responsibility
↳Fluency in English; fluency in German is a plus
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
