Senior Equity Analyst

Job Description

• Fundamental equity research and stock selection across the European, Swiss and US investment universe, including financial modelling, valuation, earnings forecasts and ongoing monitoring of investment cases.
• Management of the high-conviction equity offering: universe screening, generation and promotion of stock ideas, maintenance of internal ratings, focused lists and equity baskets, and related reporting.
• Production of concise, actionable research content.
• Internal promotion: regular written and oral communication of high-conviction views in weekly, monthly and ad hoc meetings; active support to portfolio managers and advisors, including client materials and visits to subsidiaries.
• Active participation in investment, research and product-related committees, contributing bottom-up stock views within the broader macro, regional and sector framework.
• Working knowledge and use of equity derivatives and options to support portfolio-construction discussions and client-specific equity solutions, where relevant.
• Participation in UHNW client portfolio reviews, tailored pitches and client/prospect meetings in collaboration with portfolio managers and advisors.
• Contribution to the external visibility of the Equity Team.
• Participation in internal projects, including the development of research processes, quantitative screening tools, reporting and client-facing content.

Qualifications

• Extensive experience (at least 15 years) in a similar role, in the Wealth and/or Asset Management field :
• Strong experience in fundamental equity research, financial modelling, valuation, earnings forecasting and stock selection;
• European equity markets experience is a plus;
• Excellent analytical skills with attention to detail;
• Good knowledge of equity-market dynamics, company earnings and portfolio construction; knowledge of derivatives is an advantage;
• Excellent communication skills, verbal and written, in French and English, and the ability to lead client meetings and speak in public;
• High standard of report writing and attention to detail;
• Take ownership for work, always ensuring standards and deadlines are met and keeping others informed and up to date;
• Work in an organised and logical way, ensuring clients key needs are met to the required standard;
• Work well under pressure, with the ability to prioritise and manage multiple tasks;
• Willing to share knowledge and experience, learn from others, give and receive feedback and contribute to a team environment as a Senior team player;
• Self-motivated with an eagerness to learn and keep up to date with the investment industry, market conditions, etc.

Additional Information

Step into the action!

• Family-friendly and dynamic environment;
• Direct impact on the business, no matter your position or seniority;
• Work in an environment that encourages autonomy and entrepreneurship;
• Inclusion and equal treatment.