Equity Fund Analyst
Switzerland - Zürich
vor 2 Tg.

Your role

Are you passionate about the future of Wealth Management as well as investments and research of appropriate asset managers that drive the performance of our client portfolios?

Are you an expert in analyzing and interviewing highly respected equity investment managers globally in order to form robust opinions on areas such as investment skill and the ability to meet our clients' objectives?

We’re looking for an Equity Fund Analyst to :

  • conduct quantitative & qualitative analysis of fund and money managers within equity peer groups including meeting fund managers, evaluating investment teams, their processes as well as their risk management framework in a way that allows for a clear understanding of performance patterns and risk drivers
  • develop further the research and monitoring processes of both traditional long only and other innovative fund structures
  • actively communicate the decisions and rationales for additions and removals of equity funds and segregated accounts
  • produce detailed due diligence documents, regular update reports and semi-annual performance and peer reviews
  • build effective working relationships with colleagues at all levels and partner with other internal businesses to service clients’ complex needs
  • contribute to fund sales actives, presenting offered funds to internal stakeholders like client investment specialist, internal fund distributors and client advisors
  • act as point of contact with fund managers for UBS fund offering in conjunction with the relationship manager
  • Your team

    You’ll be working in one of the world's leading financial institutions within the business unit Global Wealth Management.

    The business area Investment Platforms & Solutions provides UBS client advisors with high quality products and investment solutions.

    You'll be joining the Global Fund Selection Team based in Zurich Opfikon, a team of specialists placed all over the world that has become over the last 10 years of considerable strategic importance to the UBS Global Wealth Management offering.

    You have :

  • university degree in economics, and ideally CFA, CAIA, AZEK and / or a degree in a relevant discipline (finance, maths)
  • profound experience in the asset management industry and / or as an equity fund analyst
  • excellent knowledge and strong interest in the mutual fund industry
  • proficient computer skills, prgramming skills a plus e.g. VBA
  • excellent presentation skills in English and preferably German
  • You are :

  • proactive, able to deal with pressure and willing to take on responsibility
  • organized and focused on outcomes
  • full of drive and ready to stand behind your research results and recommendation
  • About us

    Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions.

    That's what we do. And we do it for private and institutional clients as well as corporations around the world.

    We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

    What we offer

    Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment.

    We value your passion and commitment, and reward your performance.

    Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

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