Equity Product Specialist

• Zurich, CH
• Full-time
• Unlimited

Your Role

As Equity Product Specialist at Bank J. Safra Sarasin you are part of the JSS Equity team and are serving as a strategic link between portfolio managers, sales and clients to drive asset growth of our equity funds. 

Your Responsibilities

• Translate thematic, macroeconomic, single stock views and portfolio positioning into marketing materials promoting J. Safra Sarasin equity funds
• Present our equity funds to internal and external audiences
• Lead strategic product development initiatives such as new fund launches, fund repositioning or market intelligence analyses
• Participate and contribute to expert group, portfolio review and stock initiation meetings. Become a subject-matter expert on investment trends related to our equity funds 
• Develop and maintain fund related marketing documents and tools, automate tasks and processes 

Your Profile

• University degree in economics, finance, engineering or related field, with at least 3-5 years of experience as Product Specialist, Client Portfolio Manager, Equity Analyst, Sector Specialist or similar. CFA or similar is a plus
• Passion for investing and deep understanding of equity markets as well as macroeconomic and thematic drivers. Excellent Microsoft Office skills; strong technical skills, including Bloomberg, programming and agentic AI capabilities are a plus
• Ability to translate complex investment concepts into clear narratives tailored to different audiences, supported by excellent communication and presentation skills
• Hands-on mentality with excellent interpersonal skills and willingness to take responsibility
• Fluency in English; fluency in German is a plus

Your Benefits

• Entrepreneurial spirit in a family owned bank
• Central city office locations across Switzerland
• Above average insurance coverage fully borne by the bank
• Contribution to health insurance and meal allowance
• Global growth strategy and stable environment
• Competitive offering