Equity Product Specialist
Bank J. Safra Sarasin AG · Zürich, Zürich, Switzerland
Skills in this posting
The posting
# 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
The PivotHop read
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- Marketing Manager → Product Manager29% readiness
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