Strategic Asset Allocation and Strategic Advisory

Our client is a successful international private bank based in Zurich. The company enjoys an enviable reputation and serves its demanding clients across the full range of wealth management services. As a result of strong demand for the bank`s investment services, we have been appointed to find an

Investment Analyst

In this demanding role you will develop and utilize relevant models for asset allocation and strategic portfolio analysis. In close cooperation with the head of strategic asset allocation you will be formulating and updating the strategy and prepare complex investment proposals for large potential and existing clients. You will also perform economic research on long-term strategic themes and create related documents and publications. In addition, you will develop and prepare marketing material and hold presentations to sophisticated internal audiences and clients.

Successful candidates will have a sound academic background in macroeconomics, mathematics or finance, ideally with a post-degree specialisation in a related field coupled with several years of relevant experience. Core requirements include strong quantitative and modelling skills with experience of relevant packages (Bloomberg etc.). The ideal candidate is a perceptive and flexible person who is passionate about economic developments and their impacts on financial markets. With your good communication and presentation skills you will be able to convince professionals at all levels. Fluency in English is essential; a good command of German would be a clear advantage. If you are a self-motivated team player with an independent working style who fits the profile, please send your résumé and covering letter to Roland Staub or Peter Hoppler, preferably by e-mail.

  • Job title Investment Analyst
  • Sector Finanzdienstleister
  • Region Grossraum Zürich
  • Status Archiv
  • Your consultant
    Roland Staub (RS)
    Roland Staub - rstaub(at)
    Corporate Management Selection C.M.S. AG Zürich
    Carmenstrasse 24, 8032 Zürich
    Tel. +41 44 250 40 00

„Ideal gliding when ski skating only occurs if each successive movement is perfectly coordinated and precisely timed. Such parallels are not unusual in the business world.“

Roland Staub

Tel. +41 44 250 40 00

Education & Experience

Banking education and certified personnel manager Dr. P. Müri. Many years of professional and management experience in the financial services industry in Zurich and London. Since 1992, focus on searching and selecting professionals and managers. Founder and partner of Mc Dust AG, Banking Recruitment, as well as wake!up gmbh. Partner of C.M.S. AG.

Roland Staub
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