18 Investment expert jobs found

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.

Requirements

• 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.

Benefits

• 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.

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