Fund Analyst

In this Fund Analyst role you will conduct thorough qualitative and quantitative due diligence on Global Equity, Fixed Income, and Liquid Alternatives funds. You will maintain fund ratings and support governance processes, feeding insights to front-office discretionary and advisory mandates. You’ll translate research into actionable guidance, contribute to thematic research, and engage with fund managers to address strategy updates and due diligence points. This is a cross-asset, governance-focused position within a collaborative, client-centric wealth-management environment.

• Conduct qualitative and quantitative due diligence on Global Equity and Fixed Income funds, with coverage of Liquid Alternatives strategies
• Maintain and update fund ratings aligning with governance
• Prepare manager meeting notes, due diligence reports, and recommendations for Approved/Focus List reviews and Discretionary PMs
• Monitor fund performance, risk characteristics, and portfolio positioning against mandates and peer groups
• Translate research views into actionable guidance for the front office
• Contribute to thematic research pieces and quarterly manager survey presentations
• Liaise with fund management companies on strategy updates, liquidity terms, and due diligence points
• Support regulatory and cross-border fund considerations (UCITS, AIFMD) relevant to fund selection and distribution
• Deputise for pod colleagues and contribute to cross-pod knowledge sharing

• Master's degree in Finance, Economics, or related field
• CFA (or progress toward), CAIA a plus for Liquid Alternatives focus
• At least ten years in fund research, manager selection, or fund analyst roles within private banks, asset managers, fund-of-funds, or investment consultancies
• Experience covering Liquid Alternatives alongside traditional long-only equity and/or fixed income funds
• Understanding of fund management business, fee models, distribution channels, and operational due diligence
• Familiarity with fund governance frameworks (rating systems, approved lists, investment committees) is a strong plus
• Fluent in English; French a strong asset
• Strong quantitative due diligence skills: performance attribution, risk decomposition, factor analysis
• Knowledge of regulatory frameworks (UCITS, AIFMD; Swiss LPCC/LSFin knowledge a plus)
• Experience with fund research tools/databases (Morningstar Direct, Factset, Bloomberg)
• Advanced Excel; PowerPoint for client- and committee-facing materials
• Excellent written and verbal communication for diverse stakeholders
• Comfortable engaging with fund managers and internal stakeholders
• Collaborative mindset; able to work in pod structures
• Residence in Switzerland with valid work permit

• Collaborative mindset
• Strong communication (written and verbal)
• Ability to distill complex analysis for diverse stakeholders
• Morningstar Direct
• Factset
• Bloomberg