Fund Analyst Traditional Funds 100 (f/m/d)
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Fund Offering is the Bank’s competence center for funds across all strategies and asset classes. The traditional funds team is responsible for all recommendations across active and passive long only funds in liquid (UCITS) formats. The team provides services to internal advisory and discretionary clients globally.YOUR CHALLENGEResponsibility for the analysis, recommendation and monitoring of managers/funds for Julius Baer’s clientsFocus on traditional, long only equity funds / manager selectionContent production for recommended funds as well as quality management of fund offering outputsSupport the promotion and the positioning of funds under your coverage within the bankActive support in fund inquiries, education and fund initiativesEnsuring of fund data and document gathering as well as processing within the bankPipeline management and development of new product ideas through exchange with internal stakeholders and own ideasYOUR PROFILE3-5 years of relevant experience in fund / manager selection and monitoringExcellent analytical and numerical skills with a technical background in fund due diligenceIn-depth know-how of analytical tools and systems for funds (Morningstar, Bloomberg, Style Research or similar) a mustHigh standards of quality and accuracy with strong attention to detail and ability to multitaskEntrepreneurship, being flexible and motivated to work in a dynamic team within a very dynamic environment Thorough knowledge of the financial industry and the fund industryUniversity degree in a relevant area such as Finance, Economics, Mathematics, Physics or similarFluency in English is a must, other languages are a plusExpert level of MS-Excel usageIn depth technical knowledge of Morningstar (including advanced Presentation Studio and Notebook functionalities) and programming / quant skills in VBA / R / Matlab or similar an advantageWe are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.