Senior Portfolio Manager - Fixed Income

Office
Geneva
Start Date
01.04.2025
Working hours
100%
Type of Contract
Permanent

Mission

We are seeking a highly motivated and experienced investment professional to join our Discretionary Portfolio Management Key Client team, as a Senior Portfolio Manager (PM).


Main responsibilities

The successful candidate will contribute to the management and performance of Fixed Income portfolios, ensuring alignment with investment strategies and achievement of client objectives.

  • Manage and oversee portfolios, with a particular focus on Fixed Income.  
  • The PM will ensure adherence to investment mandates and risk parameters in line with the Global Investment Committee’s recommendations and clients’ guidelines and constraints.
  • Participate in the Fixed Income Committee, generate investment ideas, and conduct in-depth analysis of fixed income markets, macroeconomic trends, and credit instruments to support investment decisions.
  • Monitor portfolio performance and report on key metrics to stakeholders.
  • Contribute to the development of innovative fixed income strategies to meet client needs and promote the DPM Key Client offering.
  • Maintain strong relationships with clients and Relationship Managers, providing updates and insights on portfolio performance and market conditions.

Core competencies

  • In-depth understanding of fixed income markets and instruments, including AT1, corporate hybrids and emerging market debt.
  • Strong analytical and quantitative skills, with expertise in credit analysis and fixed income instrument.
  • Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility.
  • Compliance with regulations and internal directives.


Personal skills

  • Excellent communication, interpersonal, and presentation skills.
  • A track record of contributing to business development or client growth.
  • Strong commercial acumen and ability to identify business opportunities.
  • Ability to manage multiple tasks in a fast-paced environment.
  • Strong decision-making and problem-solving skills.
  • Good team player – ability to collaborate well across the various teams and key stakeholders.


    Education

    • Education: Master Degree
    • Certification: Bachelor’s or Master’s degree in Finance, Economics, or a related field.
    • IT Tools: Knowledge of usual IT tools (Windows, Bloomberg / Refinitiv).

    Experience

    • Years of experience: +10 : senior
    • Experience required: Proven experience in portfolio management or a related role, with a focus on fixed income and client engagement. CFA designation (or working toward it) is strongly advantageous.
    • Experience in private banking: Mandatory

    Language

    • English: Fluent (Other languages (particularly French/ German) are an asset.)

    OTHER

    • Swiss resident: Mandatory

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