Remotehey

Investment Research Analyst – Asset Management

Location: Switzerland (Remote)

Employment Type: Full-Time

About the Role

We are seeking a detail-oriented and analytical Investment Research Analyst to join our Asset Management team in a remote capacity based in Switzerland. The successful candidate will be responsible for conducting investment research, supporting portfolio managers, analyzing financial markets, and generating actionable investment insights across multiple asset classes.

Key ResponsibilitiesInvestment Research & Analysis

• Conduct fundamental and quantitative research on equities, fixed income, and multi-asset portfolios.
• Analyze financial statements, earnings reports, and macroeconomic indicators.
• Build and maintain financial models and valuation frameworks.
• Evaluate investment opportunities and prepare recommendations.

Market & Portfolio Support

• Monitor global financial markets, sector trends, and economic developments.
• Support portfolio construction, asset allocation, and risk analysis.
• Track existing holdings and assess performance against benchmarks.
• Assist in portfolio reporting and investment committee materials.

Reporting & Communication

• Prepare investment reports, research notes, and market commentary.
• Present findings and recommendations to portfolio managers and stakeholders.
• Support regular investment review meetings and discussions.

Data & Tools Management

• Use financial platforms and databases (e.g., Bloomberg, FactSet, Refinitiv, Morningstar).
• Maintain and improve research models and datasets.
• Support automation and efficiency improvements in reporting processes.

Requirements

• Bachelor’s or Master’s degree in Finance, Economics, Mathematics, Statistics, or a related field.
• 1–4 years of experience in investment research, asset management, equity research, investment banking, or similar roles.
• Strong financial modeling and valuation skills.
• Advanced Excel skills; experience with financial databases is a plus.
• Solid understanding of global markets and investment principles.
• Strong analytical, quantitative, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Ability to work independently in a remote environment.

Preferred Qualifications

• CFA designation (completed or in progress) is highly desirable.
• Experience in asset management, private banking, or investment consulting.
• Familiarity with Python, R, or data analytics tools is a plus.
• Knowledge of ESG investing and sustainable finance.
• Exposure to multi-asset or global macro strategies.

Key Competencies

• Investment Research
• Financial Modeling
• Valuation Analysis
• Portfolio Analysis
• Market Research
• Data Analysis
• Reporting & Communication
• Risk Awareness
• Independent Working
• Attention to Detail

Benefits

• Fully remote working arrangement within Switzerland.
• Competitive salary and performance-based bonus.
• Exposure to global investment strategies and markets.
• Professional development opportunities (e.g., CFA support).
• Flexible and international working environment.