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Pictet Wealth Management combines over 200 years of Swiss banking heritage with global investment expertise, offering comprehensive services for wealthy individuals and families. Join our cross-asset Funds Research & Advisory team, covering Global Equity and Fixed Income with an extended remit into Liquid Alternatives, and contribute to our T-shaped analyst model.

Tasks

  • 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.

Requirements

  • Master's degree in Finance, Economics, or related field.
  • CFA (or progress toward), CAIA a plus given Liquid Alternatives focus.
  • At least ten 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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Über uns
Pictet ist eine unabhängige Schweizer Investmentgruppe mit Hauptsitz in Genf. Das Unternehmen bietet Vermögensverwaltung, Asset Management, Asset Servicing und alternative Anlagen für private, institutionelle und professionelle Kunden an. Pictet ist in mehreren Finanzzentren weltweit vertreten und betreut Kunden über Standorte in der Schweiz und im Ausland. Die Gruppe fokussiert auf langfristige Anlageberatung, Investmentlösungen, Depot- und Fondsservices sowie spezialisierte Strategien über verschiedene Anlageklassen.
Das Team

The cross-asset Funds Research & Advisory team operates within a T-shaped analyst model, encouraging deep expertise in core asset classes and collaboration across pods.

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