Portfolio Manager/Analyst - Thematic Equities (Ref. 2603)
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.
We are successfully operating for more than 180 years across 27 locations worldwide and offer our employees the chance to be a part of our success. Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit and the positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.
As Portfolio Manager/Analyst - Thematic Equities at Bank J. Safra Sarasin you are focused on the Metals & Mining, Materials, Energy and adjacent cyclical sectors and responsible for: identifying high conviction stock ideas, conducting commodity market research, conducting portfolio management and risk management activities, creation of thematic research publications, as well as development of analytical tools for the broader Thematic Equities team.
- 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 in equity views
- Discuss and present your investment cases to the equities team
- Co-manage a global thematic investment portfolio, 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
- University degree in economics, finance or engineering
- Minimum 3-5 years 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 stakeholder as well as hands-on mentality
- Strong work ethics, integrity and high level of accountability
- Excellent communication and presentation skills
Agencies, please note that only direct applications will be considered.
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