Equity Analyst Single Family Office

• 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

• 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.
  
  
  

• 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.