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Portfolio Manager/Analyst (Ref. 1313)

Bank J. Safra Sarasin Ltd is a leading sustainable private bank, offering all the advantages of the Swiss banking environment together with dynamic and personalised advisory services focusing on opportunities in international financial markets. The Bank provides a high level of services and expertise when acting as investment advisor and asset manager for private and institutional clients. Financial strength, excellent client services and outstanding quality are therefore key elements of its corporate philosophy.
J. Safra Sarasin’s most valuable capital is its employees. They are essential to the success of the organisation, now and in the future. Their technical expertise, professional qualifications and social skills are highly valued by the Group’s clients, management and business partners. The success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees worldwide.
Asset Management & Institutional Clients
Portfolio Manager/Analyst (Ref. 1313)
Function/Position objectives
We are looking to strengthen our Thematic Equities Team with a Portfolio Manager/Analyst focused on disruptive technology themes. In this role you identify high conviction investment cases in disruptive technology themes across sectors, co-manage a global thematic investment strategy and also support the client marketing efforts.
  • Analyze and select the best disruptive technology themes and related investment opportunities across all market capitalizations for a high conviction global thematic investment strategy.
  • Co-manage a global thematic investment portfolio.
  • Discuss and present your high conviction investment cases to equities team PM's/analysts.
  • Develop and implement relevant analytical tools into our investment process.
  • Present thematic equities investment strategy to internal and external clients.
  • Perform operational portfolio management tasks across investment strategies in an efficient and effective way.
  • Very good academic qualifications, Master's degree; CFA is a plus.
  • At least a 5-year track record in investment management (research and portfolio management) within an institutional investment. process; Relevant expertise and experience in multiple technology & communication themes across sectors.
  • Motivated, dynamic and reliable personality that is a constructive teamplayer
  • Rapid grasp of new concepts as well as a highly analytical way of thinking; Creative out-of-the-box thinker.
  • Very good data analysis and tool development skills. Highly advanced in Excel/Python/BBG BQL.
  • Excellent communication skills to professionally present thematic investement strategies.
  • Fluent in English; German and/or French is a plus.
Activity rate
Please send your application to:
Only direct applications will be considered