18 Investment expert jobs found

Subscribe to new Investment expert jobs


Subscribe to new Investment expert jobs


Investment Analyst - Equity

LGT Capital Partners AG

Pfäffikon SZ
add review
Rating submitted
22/11/2023 100% Permanent position
LGT Capital Partners AG
Investment Analyst - Equity

Job Description

As Investment Analyst - Equity, you will be part of the successful portfolio management team which manages public equity strategies with a focus on sustainability. The focus of the role is to successfully identify and recommend investment ideas to portfolio managers. This is achieved by creating an in-depth analysis of a business, the industry a company operates in and the financial and sustainability risk profiles of a company. The position will be based in Pfaeffikon SZ (Switzerland).

Detailed information on the Investment Analyst - Equity position:

  • The Investment Analyst is an integral member of our Equity Team of LGT Capital Partners in Pfaeffikon SZ (Switzerland);

  • Take over lead coverage of one or more sector(s) on a global basis; conducting fundamental and ESG research;

  • Develop in-depth knowledge of the sector(s) and monitor market and company developments on an ongoing basis to assess performance and the implications on recommendations;

  • Produce high quality investment reports and recommend investment ideas using financial and sustainability analysis, modelling of companies, company meetings, sell-side research, expert networks, etc.;

  • Create sector recommendation lists with highest conviction names;

  • Present investment ideas and recommendations to portfolio managers and other analysts within the team;

  • Assist in marketing-related activities for external clients in covered sector(s), from verbal or written updates to more formal presentations.


  • Demonstrable experience in equity research with natural interest in and passion for equity markets and sustainability;

  • Investment experience of 5+ years in an equity research role on the buy-side or sell-side;

  • Relevant work experience in companies linked to industrials, energy transition, impact and financials (insurance, financial services) is a plus;

  • Willingness to embrace a long-term, fundamental investment process;

  • Excellent accounting/finance skills, ideally with CFA accreditation or similar;

  • Proven financial modelling skills and an understanding of how to value companies;

  • Excellent English writing and communication skills, including personal or professional experience in an English-speaking environment;

  • Self-starter personality, highly motivated with an international mindset.


  • Home Office: after the successful probation period you will meet your colleagues three days in the office and have the option to work two days a week in the home office in Switzerland. Additionally you get a Home Office allowance;

  • We have flexible working hours and you can structure your working hours according to operational requirements;

  • A diverse culture full of mutual respect, teamwork and appreciation awaits you at LGT Capital Partners - we're all working hard but with us you can really generate an impact;

  • We empower and invest in you: your professional and personal development is key at our company: therefore, we offer you internal and external trainings aligned with our business needs. If you're interested, you can also intensify your German or English skills;

  • We're proud to be owned by the Princely family of Liechtenstein and our successful company is greatly inspired by their entrepreneurial attitude;

  • Commitment to ESG: our thinking is characterized through the Princely Family by a long term perspective. Sustainability is key - we act accordingly in business and private life since 2002.

Contact Information

If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.
For further information please contact us.

Florian Fischer

Human Resources

LGT Capital Partners AG, Pfaeffikon


+41 55 415 96 17


LGT Capital Partners AG
Schuetzenstrasse 6
8808 Pfäffikon

About the company

5,0 (1 review)


Be notified of new vacancies