Equity Analyst

Your team

Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The partner-owned financial services group provides a comprehensive offering for wealthy individuals and families, including discretionary and advisory investment solutions and family office services. 

We are seeking a diligent and insightful Buy-Side Analyst to join our Research team. You will conduct in-depth fundamental research on companies across developed markets, with a specific focus on Technology, develop comprehensive financial models, and deliver high-conviction investment recommendations to internal stakeholders, especially portfolio managers and advisors. You will report to a senior analyst responsible for Technology research and investments.

Your role

•    Assisting the senior Technology equity research analyst covering the Technology sector.
•    Taking over some of the existing coverage of the Technology sector.
•    Expanding existing coverage of the Technology sector.

•    Building and maintaining complex, dynamic financial models to forecast future earnings and returns.
•    Conducting management interviews, attending conferences, and interacting with sell side analysts.
•    Designing and deploying AI-driven tools and workflows to accelerate and improve idea generation and fundamental research.

•    Sourcing and researching investment ideas to be invested in the Technology portfolio.
•    Publishing investment content on internal and external platforms.
•    Making stock recommendations to internal and external stakeholders.
•    Participating in marketing and servicing activities for internal and external stakeholders.

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Your profile

•    University degree: ideally Master’s degree or a postgraduate qualification such as a CFA.
•    A minimum of 5 years of equity research experience on the buy side or sell side, in the Technology sector. Prior exposure to an Anglo-Saxon firm is a strong plus.
•    Native or equivalent written and spoken English, fluent or better written and spoken French.

•    Strong fundamental equity research capabilities with excellent quantitative (but not quant) skills, and a first-principles-based approach to analysis and communication.
•    Outstanding written communication skills (investment memos, research notes) and excellent presentation skills to convey complex ideas clearly and convincingly.

•    Complete proficiency in Bloomberg (terminal and Excel API), Microsoft Excel and PowerPoint; solid working knowledge of VBA.
•    Confident and effective user of AI tools (e.g. ChatGPT, Claude and similar applications) to enhance research productivity, insight generation and workflow efficiency.

•    Independent-minded, intuitive, self-starter personality with a strong sense of ownership and accountability.
•    Ability to work under pressure and to meet demanding deadlines.
•    Must be resident in Switzerland, or willing to relocate.

Applications for candidates without the minimum required experience in the Technology will not be considered and will be rejected automatically. Bloomberg, Excel, VBA, and other specific skills will be tested and evaluated specifically, in writing.

We do not speculate, we invest, if you are unsure about the difference, please don’t apply.

ref: JTA/AJ/CS

Note

Diversity & Inclusion

Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.