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Equity Product Specialist

Bank J. Safra Sarasin AG · Zürich, Zürich, Switzerland

On-siteWorkplace
3d agoPosted · Sep 18
jobroomSource
$162kproduct manager median
Experience3+ years

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

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