Head of Equities

Your missions

Equity research

• Organise team and processes to deliver high quality equity research
  • Define, together with key stakeholders, core universe to be covered
  • Define research philosophy and establish adequate processes to ensure quality and coherence of recommendation
  • Establish process for coverage lifecycle, incl. regular review, rating changes, and communication to key stakeholders
  • Design and produce, together with the team, client ready research outputs
  • Establish KPIs and monitoring tools to assess quality of research recommendations
  • Define processes to ensure scalability of the research processes beyond core universe (e.g., sourcing from 3rd parties, quantitative screening)
• Manage research team / committee
  • Design target organization (size, skillset, organization, processes & tools) for the team and more broadly committee to deliver on its mission
  • Monitor analysts' input and performance. Act as a coach for the equity analysts team
  • Assume leadership on equity committee
  • Ensure the smooth running of the committee and coordinate input from equity committee members

Support to advisory

• Think strategically to assess and cover our clients’ needs through close collaboration with Head of Advisory – and good relationship with Front
• Provide investment advisors with the necessary material to promote recommendations to internal and external clients (at stock / theme level)
• Liaise with the Head of Advisory to monitor the adequacy of the list with the needs of the front office
• Cover ad-hoc requests from advisors / Front in a scalable and efficient way

Support to DPM

• Input to asset allocation committee
  • Act as voting members at the Monthly Asset Allocation committee
  • Provide the committee with equity inputs (top-down views) as well as country / sectors preferences within the equity universe
• Portfolio management:
  • Manage in-house building blocks of multi-asset DPM portfolios, as well as special equity mandates
  • Design, develop and manage new AMC strategies (Actively managed certificates) that can benefit both advisory and potentially DPM (as part of the equity building blocks of multi-asset portfolios)

Support to business development

• Provide support to bankers to retain and develop clients, both in the context of DPM and advisory relationships (e.g., to explain DPM performance / to support pitches)
• Act as an ambassador for the bank in traditional (press, TV, radio) and social media (blog, Linkedin, twitter, etc.).

Your profile

Education:

University degree in economics, finance or equivalent; CFA or CIIA is a plus.

 

Professional Experience required:

• 15 years in a Equity research or Equity Fund/Portfolio Management position.
• Strong fundamental equity research background and market experience.
• Passion for financial markets.

 

Soft skills:

• Team-oriented and client focused working approach.
• Motivated self-starter with a passion for investment.
• Entrepreneurial mindset and hands-on mentality.
• Think outside of the box.

 

Technical skills:

• Excellent analytical skills with proven experience in equity strategy and idea generation, portfolio
• construction and client interaction.
• Strong computer skills (Excel, PowerPoint)
• Solid knowledge in financial information systems (Bloomberg, Factset).
• Experience with G2 and quantitative tools is a plus.

 

Languages:

Fluent in English and French, spoken and written; Spanish or Portuguese an asset

 

Any other comments:

Play-to-win mentality (rationale risk taking)

 

Swiss Residence requirements? Preferably, yes