Portfolio Manager/Analyst

vor 3 Wochen


Zürich, Zürich, Schweiz J Safra Sarasin Vollzeit

About the Role

As a Portfolio Manager/Analyst at Bank J. Safra Sarasin, you will be responsible for identifying high conviction stock ideas, conducting commodity market research, and managing a global thematic investment portfolio. Your expertise in the Metals & Mining, Materials, Energy, and adjacent cyclical sectors will be essential in driving investment strategy and decision-making.

Key Responsibilities

  • Analyse and select stocks in the Metals & Mining, Materials, Energy, and adjacent cyclical sectors for a concentrated portfolio of high conviction ideas.
  • Conduct commodities market analysis and integrate it into equity views.
  • Discuss and present your investment cases to the equities team.
  • Co-manage a global thematic investment portfolio and contribute to idea generation across other investment funds.
  • Perform reporting and administrative tasks across investment strategies in an efficient and effective way.
  • Present to internal and external clients and drive effective investment strategy communication.
  • Develop analytical tools and improve existing processes.

Requirements

  • University degree in economics, finance, or engineering.
  • Minimum 3-5 years of practical experience in the field of equity analysis covering at least one of the following sectors: Materials, Metals & Mining, Commodities, Chemicals, or Energy.
  • Experience as a Portfolio Manager/Analyst in an Asset Management environment or as a sell-side equity analyst is a plus.
  • Excellent Microsoft Office skills, as well as experience with Bloomberg.
  • Quantitative analysis experience and knowledge of Python or other programming languages will be considered as a plus.
  • Ability to work with various stakeholders and have a hands-on mentality.
  • Strong work ethics, integrity, and high level of accountability.
  • Excellent communication and presentation skills.

Application Guidelines

Agencies, please note that only direct applications will be considered. Please submit your application, and Bank J. Safra Sarasin Ltd will process your personal data for the purpose of the hiring and employment process. For further information, please read the Data Privacy Statement for applicants available on the Bank's website.



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