Senior Investment Specialist, Thematic Equities 80 – 100%

vor 1 Monat

Zürich, Schweiz HSBC Vollzeit

The opportunity: Senior Investment Specialist, Thematic Equities 80 - 100%

At HSBC, we’re a trusted international organisation with a global customer base of around 39 million customers worldwide through a network that covers 62 countries and territories. In Europe, our ambition is to become the leading international wholesale bank and we need talent like you to help us meet our ambition. Whether you want a career that could take you to the top or in an exciting new direction—we offer opportunities, support and rewards that will take you further. 

An exciting new opportunity opens up within HSBC Asset Management (AM) Active Equities business. You are part of the Thematic Equities franchise that is responsible for several global thematic equities investment strategies in different locations globally. Our investment strategies range from climate-related, technology, healthcare and resources aligned themes. 

As a Senior Investment Specialist for Thematic Equities you will be responsible to shape and grow the internal and external visibility and perception of our Thematic Equities investment capabilities. In this role you will also substantially contribute to the asset related growth of this capability. You will drive and contribute to global active and thematic equities projects and campaigns. 

Are you interested ? Do you have experience experience and track record in equity investment management or equity research or investment specialist role ? Do you enjoy to be part of a cohesive team ? 

If you answered yes to any of these questions, we want to hear from you  

What you will do: 

Shape and grow thematic equities visibility and perception

Fully leverage and optimize existing investment content networks, channels and tools in order to increase awareness and visibility of thematic equities Regularly shape and develop new and differentiated investment content Compile and provide regular active equity market insights to internal stakeholders and top management  Actively participate in investment management and research meetings to build up in-depth investment portfolio insights Pro-actively manage new investment content projects 

Working collaboratively with equity Portfolio Manager/Analysts, Responsible Investing teams

Prepare, support and collaborate with thematic equity portfolio managers to shape a compelling investment offering beyond investment returns Contribute to the multi-thematic expert discussions and investment strategies Regularly engage and collaborate with RI experts to ensure portfolio is well aligned with internal and external RI frameworks 

Sales and clients

Regularly communicate and cooperate with sales and other relevant internal stakeholders Develop a strong narrative for your investment strategies in collaboration with the investment managers Regularly participate in internal and external client events

Major Challenges

Working in a global matrix organization with several key stakeholders The role holder may need to re-prioritize deliverables in the face of changing demands and constraints Working with stakeholders to drive further global consistency Aligning existing approach to a more optimized global target model – requires relationship building and strong stakeholder management skills across multiple teams and business areas Requirements

You should apply if you have:

PhD or Master’s degree in finance, economics, relevant field or equivalents

CFA or equivalent an advantage, Professional certification related to ESG as CFA ESG investing are a plus

Prior successful experience and track record in equity investment management or equity research or investment specialist role 

Expertise, experience and motivation to develop high conviction investment content

Good knowledge of sustainability frameworks and standards 

Excel proficiency and/or knowledge of Factset /Bloomberg type tools

Direct experience writing academic and/or commercial thought leadership papers 

Excellent communication skills, both written and verbal, with the ability to adapt communication style to different audiences

Ability to work collaboratively in a cross-functional community, with a variety of stakeholders, activities, systems and processes. 

Able to articulate complex techniques in an engaging way for clients and external or internal stakeholders effectively 

Proactive, highly motivated, organized, and disciplined in managing multiple workflows

Positive and proactive attitude with flexibility to accommodate changing environment and willingness to take on new responsibilities Strong communication, analytical, problem solving and stakeholder management skills

Passion for sustainability topics

Someone who is familiar with and comfortable taking ownership whilst able to escalate issues sensitively in a timely manner

Due to immigration restrictions in Switzerland we will only be able to consider applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit

Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you.

What you’ll get in return

We’ll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University.

You can work your way and will have a say in when, where and how you and your team flexibly work together.

Our benefits will give you financial security, and can include: 

Health & meal allowance, public transport or (e-)bike allowance. Our family-focused benefits can help you to support your loved ones and include: days off for key events (weddings, moving house, adoption). A one-time marriage or registering of a "Civil. Partnership" grant. One-time premium for birth or adoption, as "gift" or "voucher. 4 weeks’ paternity leave & 26 weeks’ maternity leave. Emergency Childcare with the Red Cross, free of charges for HSBC employees. Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave. Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme.

We’ll give you a huge range of resources that support your mental, physical and social well-being, including: 

Various sports and leisure activities organised by the employees for the employees.  The Bank offers to the employees and their family members specialised free, confidential service to help them deal with any personal problems – either at work or at home. Unlimited telephone consultations services available 24/7. You’ll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices. You’ll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests.

As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why

  • Senior Investment Specialist, Thematic Equities 80 – 100%

    vor 4 Wochen

    Zürich, Schweiz HSBC Vollzeit

    The opportunity: Senior Investment Specialist, Thematic Equities 80 - 100% At HSBC, we’re a trusted international organisation with a global customer base of around 39 million customers worldwide through a network that covers 62 countries and territories. In Europe, our ambition is to become the leading international wholesale bank and we need talent...

  • Senior Investment Specialist, Thematic Equities 80

    vor 4 Wochen

    Zürich, Zürich, Schweiz HSBC Private Bank (Suisse) SA Vollzeit

    Job description The opportunity: Senior Investment Specialist, Thematic Equities %At HSBC, we're a trusted international organisation with a global customer base of around 39 million customers worldwide through a network that covers 62 countries and territories. In Europe, our ambition is to become the leading international wholesale bank and we need talent...

  • Senior Investment Specialist, Thematic Equities 80

    vor 1 Monat

    Zürich, Zürich, Schweiz HSBC Private Bank (Suisse) SA Vollzeit

    Job description The opportunity: Senior Investment Specialist, Thematic Equities %At HSBC, we're a trusted international organisation with a global customer base of around 39 million customers worldwide through a network that covers 62 countries and territories. In Europe, our ambition is to become the leading international wholesale bank and we need talent...

  • Portfolio Manager/analyst

    Vor 3 Tagen

    Zürich, Schweiz Bank J. Safra Sarasin AG Vollzeit

    About usAs 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...

  • Portfolio Manager/Analyst

    Vor 3 Tagen

    Zürich, Schweiz Bank J. Safra Sarasin AG Vollzeit

    About usAs 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...

  • Portfolio Manager/Analyst

    Vor 2 Tagen

    Zürich, Schweiz Bank J. Safra Sarasin AG Vollzeit

    About us 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....

  • Portfolio Manager/Analyst

    Vor 3 Tagen

    Zürich, Schweiz J Safra Sarasin Vollzeit

    Log inLog in Services Expertise Company Products Wealth Management Asset Management External Asset Managers Corporate Banking Trading Services Market Views Sustainable Investments Investment Advisory Solutions Discretionary Investment Management Swiss Pension Planning Investment Foundations Tailored Fund Solutions Real Estate About Us Our...

  • Equity Analyst Thematic Investing

    vor 4 Wochen

    Zürich, Schweiz Robeco Switzerland Ltd Vollzeit

    To further strengthen and expand our successful investment teams at Robeco Switzerland Ltd, we are looking for an Equity Analyst in Zurich working mainly for the Smart Energy investment strategy. The Smart Energy strategy invests along the whole value chain of electrification and decarbonization of the energy sector with a strong focus on technology,...

  • Equity Analyst Thematic Investing

    vor 4 Wochen

    Zürich, Schweiz Robeco Switzerland Ltd Vollzeit

    To further strengthen and expand our successful investment teams at Robeco Switzerland Ltd, we are looking for an Equity Analyst in Zurich working mainly for the Smart Energy investment strategy. The Smart Energy strategy invests along the whole value chain of electrification and decarbonization of the energy sector with a strong focus on technology,...

  • Equity Analyst Thematic Investing

    vor 3 Wochen

    Zürich, Schweiz Robeco Switzerland Ltd Vollzeit

    To further strengthen and expand our successful investment teams at Robeco Switzerland Ltd, we are looking for an Equity Analyst in Zurich working mainly for the Smart Energy investment strategy. The Smart Energy strategy invests along the whole value chain of electrification and decarbonization of the energy sector with a strong focus on technology,...

  • Equity Analyst Thematic Investing

    vor 2 Wochen

    Zürich, Zürich, Schweiz Robeco Switzerland Ltd Vollzeit

    To strengthen our investment teams at Robeco Switzerland Ltd, we are seeking an Equity Analyst in Zurich, primarily focusing on the Smart Energy investment strategy. This strategy involves investing in the electrification and decarbonization of the energy sector with a strong emphasis on technology, industry, and utilities.Our teams in Zurich oversee various...

  • Portfolio Manager/Analyst

    vor 1 Tag

    Zürich ZH, Schweiz Bank J. Safra Sarasin AG Vollzeit

    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. As Portfolio...

  • Senior Operations Analyst – Investment Reporting

    vor 2 Wochen

    Zürich, Zürich, Schweiz Cognizant Vollzeit

    Senior Operations Analyst – Investment Reporting & Accounting (Zurich, Switzerland) Do you have extensive operations experience in Wealth Management and expertise in Investment Reporting and Accounting? Are you looking for a new challenge in Zurich? Cognizant is expanding its team and seeking flexible, full-time Senior Operations Analysts in Wealth...

  • Senior Operations Analyst – Investment Reporting

    vor 1 Monat

    Zürich, Zürich, Schweiz Cognizant Vollzeit

    Senior Operations Analyst – Investment Reporting & Accounting (Zurich, Switzerland) Do you have extensive operations experience in Wealth Management and expertise in Investment Reporting and Accounting? Are you looking for a new challenge in Zurich? Cognizant is expanding its team and seeking flexible, full-time Senior Operations Analysts in Wealth...

  • Portfolio Manager/Analyst

    Vor 3 Tagen

    Zürich, Zürich, Schweiz Bank J. Safra Sarasin AG Vollzeit

    Portfolio Manager/Analyst - Thematic Equities (Ref. 2603)Job SummaryBusiness unit Asset ManagementLocation Zurich, CHActivity rate 100%Publication date Reference 2603 APPLYAbout usAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success...

  • Portfolio Manager Emerging Asia Equities

    vor 2 Wochen

    Zürich, Zürich, Schweiz Berenberg Vollzeit

    Beschreibung & Anforderungen- For our portfoiomanagement team in- Zurich, Switzerland we are seeking aPortfolio Manager Emerging Asia EquitiesWe are seeking a highly competent equity portfolio manager for Asian Equities to join our Emerging Markets Asia team. In this role, you will work closely with the Emerging Markets Asia Portfolio Manager team in Zurich....

  • Investment Specialists Assistant

    vor 2 Wochen

    Zürich, Zürich, Schweiz PICTET Vollzeit

    Your team: Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partnerowned financial services group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services. Our culture welcomes independent...

  • Equities Market Advisor

    vor 2 Wochen

    Zürich, Zürich, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.YOUR CHALLENGE: Advise Relationship Managers (RMs) and Investment Advisors (IAs) on appropriate investment solutions and...

  • Internship (3-6 Months) - Investments (Equity

    vor 2 Wochen

    Zürich, Zürich, Schweiz Robeco Vollzeit

    DepartmentRobeco Switzerland Ltd. is a leading asset manager in the field of sustainability investing. The Investment department is responsible for financial research and portfolio management for our key investment capabilities Thematic investing and European Equities. We are currently looking for motivated, young professionals to join our investment team...

  • Senior Investment Strategist

    vor 2 Wochen

    Zürich, Zürich, Schweiz marketplace Vollzeit

    Join our team as a Financial Market Specialist!Get ready to dive into a dynamic and entrepreneurial environment that values and encourages initiative. You'll be part of a small team of investment specialists who are proactive in identifying market trends and addressing customer inquiries. With your expertise in a variety of asset classes and portfolio...