The role is based within the MAF&SA team which encompasses direct equity, direct bond and flexible multi-asset investing, and reports to the team’s lead Product Specialist.
The role is based within the investment team, interacting continuously with team members as well as ISs and CRMs, and is ideal for someone looking to build their knowledge of investment markets and products.
Articulating the philosophy and investment process across different strategies, as well as explaining portfolio characteristics and performance.
Support for new client pitches, helping produce investment commentary and materials for exiting clients, maintaining and improving the team’s marketing materials, and doing ad hoc investment content including slides.
A postgraduate qualification (CIIA or CFA) would be an asset.
Solution-oriented and a proactive mindset.
Ability to work independently.
Ability to work under pressure and produce high-quality results.
Excellent communication and presentation skills, both written and verbal.
The successful candidate will be required to reside in Switzerland.
In-depth understanding of investment, operational and business compliance in a private banking.
Understanding of financial markets, investment activities as well as asset-class specificities.
5 to 7 years’ experience in a similar role.
Oral and written fluency in French and English obligatory; other languages would be a plus.
Advanced user of the Microsoft Office suite (mainly Excel and PowerPoint); previous knowledge of investment tools (e.g.
Bloomberg, Factset and core banking systems) would be an advantage.