Senior Fund Analyst

6 days left

Recruiter
Swiss Life Asset Managers
Location
Zurich, Switzerland
Salary
competitive
Posted
03 Jun 2022
Closes
03 Jul 2022
Ref
15228111
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Recognising tomorrow's opportunities today. Yours and ours.

At Swiss Life Asset Managers you will contribute your own talent and expertise in a motivated and flexible working environment. You will take on a high degree of responsibility and master demanding challenges independently, with the scope to express yourself and in cooperation with professional teams.

Working at Swiss Life Asset Managers is a dynamic experience in a stable environment. Our employees make the difference. People count.
Flexible working models will enable you to reconcile your professional and personal ambitions.

Your Area of Responsibility:
  • Performing the selection and due diligence of funds and asset managers, as well as ongoing monitoring of the selected funds and asset managers
  • Working in an international network of fund analysts
  • Coordinating with various positions within (e.g. portfolio management, ESG and product management teams) and outside Swiss Life Asset Managers
  • Advising the portfolio management teams in the Swiss Life AM third-party business on the selection of funds
  • Assisting in planning, coordinating product development activities, conceptual work, with the help of market and competitor analyses
  • Active monitoring of fund-based strategies and preparation of action proposals in case of major changes in investment conditions
  • Preparing reports, statistics and presentations and participating in review meetings with stakeholders
  • Various project tasks
  • Interest in assuming line and managerial responsibility over time

Your Profile:
  • University of Applied Sciences degree or university degree, preferably in finance or economics. Further training (especially CFA, CIIA, CAIA, in the ESG area etc.) advantageous
  • At least seven years' professional experience in the financial services industry (asset management, fund industry, consultant), of which at least five years' professional experience in fund and/or manager selection
  • Experience in the direct management of specialist teams and/or experience in the functional management of an international research team preferred.
  • Good knowledge of the fund industry and key providers
  • Interest in ESG topics in the investment area
  • Knowledge of fund databases and tools (e.g. Morningstar/Lipper)
  • Portfolio management experience preferred
  • Professional use of MS Office, especially Excel and PowerPoint. Advanced knowledge in IT (e.g. programming in Python) preferred
  • Customer oriented and good communication skills
  • Conceptual and analytical thinking
  • Very good German and English skills required, French preferred

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Your benefits
We help our employees shape their professional development and their private life to their best advantage, throughout all phases of their life. Our attractive benefits play a part in this effort.

Your contact
Nicole Bienz
Tel:
+41 43 547 69 07

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