Job offer

Research Analyst

The Julius Baer Group is seeking a Research Analyst who will be responsible for preparing research reports and analyses in the area of wealth management, thereby supporting investment performance. The ideal candidate will have at least 5 years of experience in private banking or a similar research role and will possess strong analytical skills as well as excellent communication skills.

Tasks

The main responsibilities of this role include writing research reports on thematic investment opportunities, compiling regular publications, and providing administrative support to the team. Other key responsibilities include stock selection and the regular updating and lifecycle management of investment views. The candidate should stay informed about changing global and regional landscapes, regulatory developments, and economic conditions. In addition, the candidate should participate in internal meetings and campaigns/initiatives.

Requirements

The requirements for this role are:
  • 5 years or more of experience in private banking, particularly in a research role
  • Relevant higher education and professional background; CFA or equivalent is a plus
  • Strong financial analysis skills, particularly in the areas of stocks and bonds
  • Strong business acumen, a keen sense of business, and a broad understanding of financial markets and products
  • Excellent written and verbal communication skills

We offer

We offer a challenging and varied role in a dynamic team. The exact benefits are not specified, but we provide comprehensive support and development opportunities for our employees.

Required skills

The skills required for this role are:
  • An articulate and professional manner
  • Strong interpersonal skills, an empathetic personality, charisma, and persuasiveness
  • Open and approachable, with a genuine interest in people
  • Focus on results
  • Strong ability to plan, organize and communicate a clear vision
  • Good judgment and ability to work under pressure
  • Solid affinity with the geographical markets to be served
  • Relevant language proficiency and cultural awareness

Job details

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