Equity Analyst / Fixed Income Analyst

Job Description

A well established wealth manager with over 2B CHF in asset under management is looking for an Equity Analyst and / or Fixed Income Analyst who is looking, over time, to transition into a multi-assets Portfolio Manager.

The candidate will initially provide actionable investment ideas in the equity and / or fixed income space for our advisory and discretionary portfolios.

The candidate will actively engage with Portfolio Management colleagues to help shape the strategic and tactical thinking around equity and / or fixed income investing.

Over time and with experience, we expect the candidate will gain the ability to manage broader investment portfolios and our standalone strategies, alongside our CIO.

Over time we expect him / her to conduct detailed investment research across diverse asset classes, sectors and geographies.

The chosen candidate over time will be co-responsible for monitoring and analysing investment performance and managing risk.

Responsibilities

To begin

• Conduct in-depth research and analysis on potential
• investment opportunities, including financial statements, economic data, and market trends.
• Manage and execute trades for portfolios.
• Develop and maintain relationships with stakeholders.
• Counsel our portfolio and our relationship managers on an Advisory basis.
• Conduct various tasks related to portfolio management, implementation and monitoring of portfolios, market research and internal requests.
• Collaborate with external research counterparties.
• Proactively participate in the Investment Committee.

Over Time

Requirements

eFC SoSe