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(Junior) Fund Research Analyst

Rothschild & Co
(Junior) Fund Research Analyst
Geneva, Switzerland
101,000 - 166,000
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Job Description

About Us
As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients’ business and wealth.

Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.

Having been at the centre of the world's financial markets for more than 200 years we can rely on an unrivalled global network of more than 3,800 talented employees and a track-record of outstanding execution with 60 offices around the world.

Our integrated global network of trusted professionals and decision makers around the world provide in-depth market intelligence, meaning we can be closer to current issues than any other global financial institution in our core markets.

It is this scale, local knowledge and intellectual capital that allow us to provide a distinct perspective and effective long-term solutions for our partners.

Rothschild & Co Asset Management

Rothschild & Co's Asset Management division offers an independent long-term perspective in bespoke asset management solutions designed around the needs of each and every client.

We are a global multi-specialist asset manager delivering bespoke investment management and advisory services to institutional clients, financial intermediaries, and third-party distributors.

Overview of Role

The role focuses on providing support on the research, analysis and selection of managers across different asset classes, regions and sectors. The role requires close collaboration with the other research, portfolio management and investment advisory teams.

The candidate will demonstrate quantitative and qualitative fund research and analysis skills, contribute to the development and maintenance of research tools, procedures and initiatives. Our culture is inclusive and collegiate. We foster a sense of teamwork, respect and partnership in everything we do. We support personal development initiatives through our internal networks and also membership of external networking organisations and forums to connect our professionals and promote inclusivity across the firm.


  • Maintain and refine reporting, data and presentation tools
  • Handle performance data through Morningstar, MSCI, Bloomberg, Excel
  • Prepare presentation material for external and internal clients
  • Promote internally the Recommended Funds List
  • Onboard new and monitor existing Funds
  • Conduct active manager and ETF research, including ESG aspects
  • Help with writing of manager meeting reports and investment cases

Experience, Skills and Competencies Required

  • Previous experience in long-only Fund Research of at least 3 years
  • University degree ideally in finance or economics, CFA and/or ESG certification is a plus
  • Affinity for financial markets, and an interest in fund research
  • Good knowledge of the mutual funds and ETF offering
  • Proficiency in MS Office
  • Some knowledge of VBA, SQL and/or Python would be appreciated
  • Excellent communication skills (written and spoken) in English and French, German or another language is a plus
  • Capacity to work in a team and autonomously
  • A “can-do” attitude, seeking continuous service improvement and high quality standards


  • Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing
  • We are conducive to creating a working environment and culture where people can succeed
  • We provide a variety of inhouse trainings, as well as tuition assistance for further education and training courses
  • Everyone can choose to incorporate agile working principles into their working week, by applying a more flexible approach to where and when we work and up to 40% of your work time can be performed from home

If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV and Cover Letter through our recruitment tool.

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