Head of Equity Strategy and Research

Vor 4 Tagen


Geneve, Schweiz OPTIMA PARTNERS Vollzeit

**Head of Equity Strategy**

***For our client, a Geneva based private bank, we are currently looking for a Head of Equity Strategy and Research reporting to the CIO and managing a small team with direct access to UHNW clients.

**1. Your responsibilities**

Equity research
- Leadership on equity committee and equity lists
- Ensure the smooth running of the committee and coordinate input from equity committee members. Challenge entry and exit decisions. Monitor analysts' input and performance. Act as a coach for the equity analysts team
- Monitoring of KPIs and effective communication with senior management
- Think strategically to assess and cover our clients’ needs (definition of the investment universe, investment process and output)
- Provide investment advisors with the necessary material to promote recommendations to internal and external clients
- Liaise with the Head of Advisory to monitor the adequacy of the list with the needs of the front office
- Follow-up on recommended stocks
- Cover ad-hoc requests

Portfolio Management
- Direct management and supervision of the bank's equity AMCs (Actively managed certificates)
- Design and develop new AMC strategies
- Manage special equity mandates
- Performance analysis and reporting
- Monitoring and control of portfolios asset allocation.

Input to Asset Allocation committee
- Voting members at the Monthly Asset Allocation committee
- Responsible for the equity input in the Asset Allocation committee (top-down views)
- Recommendation of preferences (countries, sectors) within the equity universe
- Business development
- Provide support to bankers to retain and develop clients
- Act as an ambassador for the bank in traditional (press, TV, radio) and social media (blog, Linkedin, twitter, etc.).

**2. Your profile & required qualifications**

Professional Experience required
- 15 years in an Equity research or Equity Fund/Portfolio Management position.
- Strong fundamental equity research background and market experience.
- Passion for financial markets.

Soft skills
- Team-oriented and client focused working approach.
- Motivated self-starter with a passion for investment.
- Entrepreneurial mindset and hands-on mentality.
- Think outside of the box.

Technical skills
- Excellent analytical skills with proven experience in equity strategy and idea generation, portfolio
- construction and client interaction.
- Strong computer skills (Excel, PowerPoint)
- Solid knowledge in financial information systems (Bloomberg, Factset).
- Experience with G2 and quantitative tools is a plus.
- Languages: Fluent in English and French, spoken and written; Spanish or Portuguese an asset
- Play-to-win mentality (rationale risk taking)
- Swiss Residence


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