Equity Analyst & Portfolio Manager

Location: Zürich, Switzerland

Employment type: Full-time

Seniority level: Mid-Senior level

Equity Analyst & Portfolio Manager

A wealth management firm is seeking a motivated and dynamic Equity Analyst & Portfolio Manager to join its growing Zurich office.

This position offers the opportunity to work in an international, entrepreneurial, and performance-driven environment, contributing directly to the firm's client business.

Role Overview

In this diverse and challenging role, you will report to the Group CIO and:

• Conduct bottom-up investment research across global asset classes and securities, with a focus on equities.

• Develop investment theses and present them to the investment committee.

• Participate in portfolio construction, daily management of multi-asset portfolios, and risk monitoring.

• Execute trades and ensure compliance with internal and external regulations.

• Contribute to regulatory and compliance processes.

• Occasionally meet with clients and prospects to communicate the firm's investment philosophy and portfolio rationale.

Your Profile

• Minimum 5 years of experience in equity research, portfolio management, and trading.

• Excellent academic or professional credentials (CFA or similar preferred).

• Strong knowledge of financial markets, macroeconomics, equities, and fixed income.

• Experience with US regulatory/tax environment - must have.

• Excellent command of English (native level preferred); Spanish is a plus.

• A genuine team player, analytical and proactive, with strong communication skills.

• Resident of Switzerland (minimum B permit) or an EU citizen.

What's Offered

• A role within a growing, international wealth management firm.

• A flat hierarchy where ideas are encouraged and valued.

• Responsibility from day one, with international exposure.

• Performance-based compensation and clear growth opportunities.

Application

If you are a self-motivated investment professional looking for a new challenge in an entrepreneurial environment, please send your CV and a short motivation letter (max. 400 words) explaining why you would be a valuable addition to the team and highlighting one key professional achievement that differentiates you.