Portfolio / Equity Analyst

Portfolio Analytics & Quantitative Analysis:

• Monitor portfolio exposures, investment risks and performance drivers.
• Perform ongoing data quality checks and support the integrity of portfolio and investment data.
• Develop and improve quantitative tools, dashboards and analytical processes, including automation.
• Conduct portfolio risk checks, performance analysis and investment-related reporting.
• Collaborate with internal teams, including investment reporting and risk management, to improve data quality and analytical processes.

 
Fundamental Investment Research:

• Conduct bottom-up company and issuer research, including fundamental financial analysis and valuation modelling.
• Analyse companies and issuers, including their business models, financial performance, capital structures and investment risks.
• Monitor relevant companies, sectors and market developments to identify investment opportunities and risks.
• Develop investment recommendations and present research findings to the portfolio management team.
• Engage with company management teams, sell-side analysts and other market participants to support investment research.
• Contribute to the ongoing development of the team's investment research and analytical capabilities.

The relative emphasis on portfolio analytics and fundamental research will depend on the candidate's experience, skills and interests.

• University degree in Finance, Economics, Business Administration or a related discipline.
• Strong analytical and quantitative skills, intellectual curiosity and a genuine interest in financial markets and investment management.
• Strong skills in either quantitative data analysis and Python programming, or fundamental equity research and financial modelling.
• Good knowledge of Microsoft Excel; familiarity with financial data platforms and portfolio analytics tools, such as Bloomberg and Aladdin, is an advantage.
• Good understanding of financial markets, particularly equities and/or fixed-income instruments.
• Independent, proactive and detail-oriented working style, with strong problem-solving, communication and teamwork skills.
• Willingness to learn, take responsibility and contribute to a collaborative investment team.
• Excellent command of English and German, or a strong willingness to learn German.
• Swiss, EU or EFTA citizenship, as required for the applicable Swiss work permit regulations.

We welcome applications from motivated graduates and experienced investment professionals who are eager to contribute to our Portfolio Management team and further develop their expertise in financial markets and asset management.

We are looking for motivated investment professionals to join our Portfolio Management team. We welcome applications from both graduates with strong quantitative and programming skills as well as experienced analysts with expertise in fundamental equity research and valuation modelling.

Working closely with our Portfolio Managers, you will contribute to portfolio analytics, risk monitoring and investment research. Your responsibilities will be tailored to your experience and expertise, offering opportunities to develop your skills and contribute directly to investment decisions.

This position offers an excellent opportunity to further develop your expertise, deepen your understanding of financial markets and advance your career in asset management.