Equity Product Specialist
📍 Zürich
Role and responsibilities
Translate thematic, macroeconomic, single stock views and portfolio positioning into marketing materials promoting J. Safra Sarasin equity funds Present our equity funds to internal and external audiences Lead strategic product development initiatives such as new fund launches, fund repositioning or market intelligence analyses Participate and contribute to expert group, portfolio review and stock initiation meetings. Become a subject-matter expert on investment trends related to our equity funds Develop and maintain fund related marketing documents and tools, automate tasks and processes
Team / description
As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.
We are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our success. Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit and the positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.
Qualifications and Skills
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