Fund Analyst (m|f|x) Genf

Als ein auf die Vermögensverwaltung fokussiertes Unternehmen sind wir ausschliesslich in den Bereichen Wealth Management, Asset Management und Asset Services tätig. Wir betreiben kein Investmentbanking und vergeben keine Geschäftsdarlehen. Pictet ist ein partnerschaftlich geführtes Unternehmen mit sieben geschäftsführenden Teilhabern. Unsere Grundsätze der Besitzstruktur und Eigentumsübertragung sind seit der Gründung von Pictet 1805 unverändert. Mit verwalteten und verwahrten Vermögen von über CHF 609Mrd. am 31. Dezember 2021 im Privatkunden- und institutionellen Geschäft zählt die Pictet-Gruppe heute zu den führenden unabhängigen Vermögensverwaltern Europas.

Sie hat ihren Hauptsitz in Genf, beschäftigt heute über 4,881 Personen und ist mit insgesamt 30 Büros weltweit präsent: Amsterdam, Barcelona, Basel, Brüssel, Dubai, Frankfurt, Genf, Hongkong, Lausanne, London, Luxemburg, Madrid, Mailand, Montreal, München, Nassau, Osaka, Paris, Rom, Singapur, Stuttgart, Taipeh, Tel Aviv, Tokio, Turin, Verona, Shanghai, New York und Zürich.

Aufgaben

• Conduct qualitative and quantitative due diligence on Global Equity and Fixed Income funds, with additional coverage of Liquid Alternatives strategies (equity long/short, global macro, multi-strategy, market neutral, relative value).
• Maintain and update fund ratings, ensuring alignment with the fund research 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 stated mandates and peer groups.
• Support the Funds Advisory function and Discretionary Mandates by translating research views into actionable guidance for the front office.
• Contribute to thematic research pieces and quarterly manager survey presentations as well as requests.
• Liaise directly with fund management companies (portfolio managers, product specialists) on strategy updates, liquidity terms, and operational due diligence points.
• Support regulatory and cross-border fund considerations (UCITS, AIFMD) relevant to fund selection and distribution.
• Deputise for pod colleagues as needed and contribute to cross-pod knowledge sharing.

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• Master's degree in Finance, Economics, or related field CFA (or progress toward), CAIA a plus given Liquid Alternatives focus.
• At least ten years 10 years in fund research, manager selection, or fund analyst role within a private bank, asset manager, fund-of-funds, or investment consultancy.
• Demonstrated experience covering Liquid Alternatives strategies (hedge fund style, UCITS-wrapped or offshore) alongside traditional long-only equity and/or fixed income funds.
• Solid understanding of the fund management business — how asset managers are structured, fee models, distribution channels, and operational due diligence considerations.
• Familiarity with fund governance frameworks (rating systems, approved lists, investment committees) is a strong plus.
• Fluent in English; French a strong asset given client and internal stakeholder base.
• Strong quantitative due diligence skills: performance attribution, risk decomposition, factor analysis.
• Working knowledge of relevant regulatory frameworks (UCITS, AIFMD; Swiss LPCC/LSFin knowledge a plus).
• Comfortable with fund research tools/databases (e.g., Morningstar Direct, Factset, Bloomberg).
• Advanced Excel; PowerPoint proficiency for client- and committee-facing materials.
• Excellent written and verbal communication, able to distill complex fund analysis into clear recommendations for both technical and non-technical stakeholders.
• Comfortable engaging directly with fund managers and internal stakeholders.
• Collaborative mindset, able to work within a pod structure and contribute beyond a single asset class silo.
• Must be resident in Switzerland with a valid work permit.

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Standort

Route des Acacias 60, CH-1211 Genf