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 CHALLENGE Responsibility for the analysis, recommendation and monitoring of managers/funds for Julius Baer’s clients Focus on traditional, long only equity funds / manager selection Content production for recommended funds as well as quality management of fund offering outputs Support the promotion and the positioning of funds under your coverage within the bank Active support in fund inquiries, education and fund initiatives Ensuring of fund data and document gathering as well as processing within the bank Pipeline management and development of new product ideas through exchange with internal stakeholders and own ideas YOUR PROFILE 3-5 years of relevant experience in fund / manager selection and monitoring Excellent analytical and numerical skills with a technical background in fund due diligence In-depth know-how of analytical tools and systems for funds (Morningstar, Bloomberg, Style Research or similar) a must High standards of quality and accuracy with strong attention to detail and ability to multitask Entrepreneurship, being flexible and motivated to work in a dynamic team within a very dynamic environment Thorough knowledge of the financial industry and the fund industry University degree in a relevant area such as Finance, Economics, Mathematics, Physics or similar Fluency in English is a must, other languages are a plus Expert level of MS-Excel usage In depth technical knowledge of Morningstar (including advanced Presentation Studio and Notebook functionalities) and programming / quant skills in VBA / R / Matlab or similar an advantage We 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. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.