Equity Analyst

Job Description

Your future employer


Our client is a single family office based in Geneva.
Your mission and contribution
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As a Fundamental Equity Analyst you will:

• Be responsible for conducting in-depth fundamental research on global listed companies and monitoring existing equity investments.


• Generate high-conviction investment ideas and present recommendations to the Investment Committee and Principals.


• Analyze company financial statements, business models, competitive positioning and industry dynamics.


• Build and maintain financial models and valuation analyses to support investment decisions.


• Monitor portfolio holdings, earnings releases and relevant market developments.


• Challenge external asset managers and sell-side research by providing independent analysis and investment views.


• Meet with company management teams, industry experts and external research providers where appropriate.


• Contribute to portfolio construction discussions and the ongoing assessment of investment risks and opportunities.

Requirements

• Minimum of 5 years of experience in fundamental equity research and stock-picking.


• CFA


• Experience covering global listed equities within an asset manager or wealth management company.


• Strong fundamental analysis, financial modelling and company valuation skills.


• Demonstrated ability to develop and articulate differentiated investment ideas.


• Good understanding of accounting, financial statements and corporate finance.


• Experience working with or advising High-Net-Worth Individuals or Family Offices is an advantage.


• Good communication skills and the ability to present complex investment ideas in a concise and structured manner.


• Intellectual curiosity, sound judgement and a genuine passion for investing.


• Humility and sense of duty.


• Fluent in English


• Swiss residency or Valid Swiss work / residence permit is required.

Benefits

You will thrive in this organization if you have

• The ability and willingness to work in a small organization where you need to be hands-on, entrepreneurial and proactive.


• Strong intellectual curiosity and a disciplined, long-term investment mindset.


• The confidence to challenge consensus views through rigorous independent research.


• Good capacity to communicate at all levels of the hierarchy and the willingness to invest yourself in the company over the long term.

What's on offer

• A high-impact Investment Analyst position with direct exposure to global equity investment decisions.


• The opportunity to work closely with the Head of Investments and the Principals in a lean, entrepreneurial investment environment.


• Broad exposure across industries, geographies and investment themes within a long-term investment framework.


• An entrepreneurial growing set-up for a large established family.