Fund Analyst/Investment Specialist
- Employer
- Sherpa Asset Management AG
- Location
- Zurich, Canton of Zürich (CH)
- Salary
- Market salary and Swiss benefits
- Closing date
- Mar 2, 2019
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- Job Function
- Multimanager Strategies, Performance Analysis, Portfolio Management: Multi-Asset
- Industry Sector
- Asset Management, Asset Owner
- Certifications
- Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
As part of a tightly knit and results-focussed team, reporting directly to the CIO, you will be responsible for analysis, selection, reporting and controlling of external managers to whom Sherpa allocates assets.
You will also be a permanent attendee of the investment committee and be responsible for the reporting and minutes of the IC.
In addition to the duties below, you will take part in project work around your areas of expertise.
Main tasks:
Analysis
- Fund screening and Peer analysis (quantitative and qualitative assessment)
- Research and evaluation of investment strategies and opportunities
- Monitoring and performance control of invested funds (including direct contact to fund managers)
- Investment proposals
- Special projects
- Minutes monthly team meeting
Reporting
- Management and supervision of reporting system and output.
Company
Sherpa Asset Management is an investment manager which manages global multi-asset portfolios. Assets are conventionally diversified (equity and fixed income) with suitable allocations to alternative assets like hedge funds, real estate, private equity, commodities and direct placements. We are predominantly dedicated to funds and specialist investment managers with acknowledged expertise and proven performance track record in the respective asset class, market, segment and/or investment domain.
- Website
- http://www.sherpa-amc.com/
- Telephone
- +41442064133
- Location
-
Splügenstrasse 12
Zurich
ZH
8002
CH
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