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
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