Senior Fund Analyst

6 days left

Swiss Life Asset Managers
Zurich, Switzerland
03 Jun 2022
03 Jul 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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


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
+41 43 547 69 07

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