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Full-time
bachelor degree
Posted 13d ago
~40 hrs/week
Responsibilities
The Fund Analyst is responsible for the analysis, recommendation, and monitoring of traditional long-only equity funds for global clients. They also manage fund data, produce content for recommended funds, and support internal stakeholders with product development and fund initiatives.
Requirements
Candidates must have 3-5 years of experience in fund selection and monitoring, along with a university degree in Finance, Economics, Mathematics, or a related field. Proficiency in analytical tools like Morningstar and Bloomberg, as well as advanced Excel and programming skills, is required.
Full job description
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
Fund Offering is the Bank’s competence center for funds across all strategies and asset classes. The traditional funds team is responsible for all recommendations across active and passive long only funds in liquid (UCITS) formats. The team provides services to internal advisory and discretionary clients globally.
YOUR CHALLENGE
Responsibility for the analysis, recommendation and monitoring of managers/funds for Julius Baer’s clients
Focus on traditional, long only equity funds / manager selection
Content production for recommended funds as well as quality management of fund offering outputs
Support the promotion and the positioning of funds under your coverage within the bank
Active support in fund inquiries, education and fund initiatives
Ensuring of fund data and document gathering as well as processing within the bank
Pipeline management and development of new product ideas through exchange with internal stakeholders and own ideas
YOUR PROFILE
3-5 years of relevant experience in fund / manager selection and monitoring
Excellent analytical and numerical skills with a technical background in fund due diligence
In-depth know-how of analytical tools and systems for funds (Morningstar, Bloomberg, Style Research or similar) a must
High standards of quality and accuracy with strong attention to detail and ability to multitask
Entrepreneurship, being flexible and motivated to work in a dynamic team within a very dynamic environment
Thorough knowledge of the financial industry and the fund industry
University degree in a relevant area such as Finance, Economics, Mathematics, Physics or similar
Fluency in English is a must, other languages are a plus
Expert level of MS-Excel usage
In depth technical knowledge of Morningstar (including advanced Presentation Studio and Notebook functionalities) and programming / quant skills in VBA / R / Matlab or similar an advantage
We arelooking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.
Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.
Related keywords
Fund AnalystWealth ManagementUCITSEquity FundsManager SelectionDue DiligenceMorningstarBloombergStyle ResearchMS-ExcelVBARMatlabQuantitative SkillsFinancial IndustryData Gathering
Julius Baer is the international reference in wealth management, based on a solid Swiss heritage.
Industry
Banking
Company size
5,001-10,000 employees
Founded
1890
Headquarters
Zurich, Zürich
LinkedIn followers
246,030
Total funding
$1.2B
Julius Baer is present in around 25 countries and 60 locations. Headquartered in Zurich, we have offices in key locations including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base, and our entrepreneurial management culture make us the international reference in wealth management.
Offices: Bahnhofstrasse 36, Zurich, Zürich 8010, CH · 7 Straits View, #28-01 Marina One East Tower, Singapore, Singapore 018960, SG · 1 Harbour View Street, Central, 39/F, One International Finance Centre, Hong Kong, Hong Kong Central, HK · Dubai International Financial Centre (DIFC), ICD Brookfield Place, Level 15, Dubai, Dubai 504925, AE · 1 St Martins le Grand, London, England EC1A 4AS, GB
How many Management & Leadership jobs are open in Zurich, Switzerland right now?
There are currently 1,023 open management & leadership positions in Zurich, Switzerland listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in Zurich, Switzerland?
Companies currently hiring include Julius Baer, On, Takeda, ATP architects engineers, Zurich Canada, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Management & Leadership jobs in Zurich, Switzerland?
Yes — 418 of the 1023 open management & leadership positions offer remote or hybrid work (36 remote, 382 hybrid).
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