Portfolio Manager / Analyst - Thematic Equities

Your role

As a Portfolio Manager/Analyst—Thematic Equities—at a sales and investment firm, you will focus on the industrials, energy, utilities, and mining sectors, as well as related areas, and will be responsible for identifying high-conviction stocks, generating investment ideas, conducting commodity market research, preparing research reports, and developing analytical tools.

Your tasks

• Analysis and selection of stocks in the industrials, energy, utilities, and mining sectors, as well as related areas, for a concentrated portfolio of high-conviction ideas
• Conducting market analyses in the sectors mentioned above and incorporating them into equity views
• Discussion and presentation of your investment cases to the Equities team
• Jointly managing a global thematic investment portfolio and contributing to the generation of investment ideas across other investment funds
• Carrying out reporting and administrative tasks across investment strategies in an efficient and effective manner
• Presenting to internal and external clients and promoting effective communication of the investment strategy
• Development of analytical tools and improvement of existing processes

Your profile

• A college degree in finance, economics, engineering, etc., with 5–7 years of practical experience in stock analysis covering at least one of the following sectors: industrials, utilities, energy, mining
• Experience as a portfolio manager or analyst in an asset management environment, or as a sell-side equity analyst, is required. Industry-specific knowledge is a plus.
• Excellent knowledge of Microsoft Office and proven experience with Bloomberg, experience in quantitative analysis, knowledge of AI tools, and programming skills are considered a plus
• Excellent communication and presentation skills, combined with the ability to work with various stakeholders
• A pragmatic mindset with the ability to work independently
• Demonstrates a strong work ethic, integrity, and a high sense of responsibility
• Fluency in English is required

Your advantages

• Entrepreneurial spirit in a family-run bank
• Central office locations in cities throughout Switzerland
• Above-average insurance coverage, fully paid for by the bank
• Health Care Contributions and Allowances