Research Analyst

at  Julius Baer

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
The Research Analyst is a key member of the Research Asia team, responsible for providing high quality research analysis and investment insights.
The primary responsibilities of this role include writing research on thematic investing opportunities, collating regular publications, and providing administrative support to the team. Other key aspects include selected stock coverage and performing regular updates and lifecycle management of investment views. The individual shall stay attuned to shifting global and regional landscapes, regulatory developments, and economic conditions. Further, the individual shall also support/participate in internal meetings and campaigns/ initiatives.
The Research Analyst reports to Head of Research Asia.

GENERAL DESCRIPTION

The Research Analyst is a key member of the Research Asia team, responsible for providing high quality research analysis and investment insights.
The primary responsibilities of this role include writing research on thematic investing opportunities, collating regular publications, and providing administrative support to the team. Other key aspects include selected stock coverage and performing regular updates and lifecycle management of investment views. The individual shall stay attuned to shifting global and regional landscapes, regulatory developments, and economic conditions. Further, the individual shall also support/participate in internal meetings and campaigns/ initiatives.
The Research Analyst reports to Head of Research Asia.

SKILLS REQUIREMENTS OF THE POSITION

Personal & social

• Able to effectively manage internal and external stakeholders from diverse backgrounds in a highly articulate and professional manner
• Strong interpersonal skills, empathic personality, charisma, and power of persuasion
• Open and approachable as well as displaying genuine interest in people
• Drive for results
• Strong ability for planning, organising, and communicating a clear vision
• Good judgement and ability to work under pressure
• Sound affinity with the geographic market(s) to be covered
• Relevant linguistic proficiency & cultural awareness

Professional & technical

• 5 years or more of private banking knowledge or experience, specifically in a research role
• Relevant higher educational and professional background; CFA or equivalent an advantage
• Good command of financial analytical skills, especially in the equities and fixed income space
• Strong commercial judgement, business acumen and a broad understanding of the financial markets and products
• Excellent written and verbal communication skills
• High proficiency in business Mandarin would be an advantage as the role is also expected to work with and support Mandarin-speaking clients where the main language used in written and verbal communication is expected to be Mandarin

Regulatory

• MAS licensed representative

CACS 1, CACS 2

• Preferably with RES 1B, 2B and CM-SI
• Familiarity with regulatory expectations and requirements
• Understanding of cross border rules and regulations
  We are looking forward to receiving your full job application through our online application tool.

• Meet all legal, regulatory, and compliance standards/requirements
• Adhere to the standards and expectations outlined in the relevant user manuals and guidelines
• Demonstrate appropriate values and behaviours including, but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulation