Fixed Income Portfolio Manager, 100% (f/m/d) at Julius Baer International Limited

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

23 Aug, 26

Salary

0.0

Posted On

25 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Fixed Income Portfolio Management, Portfolio Construction, Risk-Adjusted Performance Optimization, Asset Allocation, Client Communication, Analytical Skills, Quantitative Analysis, Bloomberg, MS Excel, MS Powerpoint, Python, Triple-A, Investment Strategy Implementation, Compliance Management, Single Bond Model Portfolios, Financial Analysis

Industry

Banking

Description

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. We are looking for a fixed income portfolio manager with a proven experience in managing fixed income assets. The role holder will join the Fixed Income Mandates team within our broader CIO Office Global Fixed Income department. The position implies responsibility for a book of discretionary fixed income mandates with performance ownership. In addition, the role includes providing flexible and reliable back-up work to colleagues in the mandate’s team as well as taking ownership of single bond model portfolios. This role is a unique opportunity to join Julius Baer’s growing and successful CIO Office Global Fixed Income department. YOUR CHALLENGE The CIO Office Global Fixed Income team is responsible for the management of the bank’s global fixed income funds and discretionary mandates. Located in CIO Office / CIOO Global Equity & Fixed Income Investment Management of Bank Julius Baer & Co. in Zurich, Switzerland, CIO Office Global Fixed Income is the fixed income asset class competence centre in support of the Group CIO, Investment Committee and global Investment Management operation. The team is composed of 16 specialists based in Switzerland. The CIO Office Global Fixed Income team has generated superior risk adjusted performance during the last years by combining the best of institutional and private wealth management processes, talent and execution. The operation is fully aligned with client interest. Fixed Income mandates and building-block investment funds are all managed within the same team. The role as a fixed income portfolio manager involves notably the following tasks: Perform portfolio manager responsibilities such as individual portfolio construction and mistake-free, timely and compliant implementation of both the specified investment strategies and the asset allocation decisions in a book of managed portfolios Ensure that the assigned portfolios always adhere to the defined investment guidelines/restrictions and do respect the applicable investment universe Optimise the portfolios’ risk-adjusted performance against specified (market) comparators (strategic and/or tactical asset allocation, benchmarks) and potentially peers Take individual as well as joint accountability for the resulting performance as portfolio manager and member of the CIOO Global Fixed Income Mandates team, and represent it both internally and to clients Communicate well and effectively with relationship managers, clients and prospects to support CIOO Global Fixed Income’s goal to continuously grow its successful fixed income franchise Fully understand and steer the individual risk and return drivers of the assigned accounts by optimizing their portfolio construction Take ownership of the construction and maintenance of actively managed single bond model portfolios Support the CIOO Global Fixed Income team in different tasks and projects, e.g., investment proposal construction, bespoke portfolio analyses, investment committee inputs, etc. Ensure appropriate ethical and compliant behaviour within the area of responsibility by clear demonstration of 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 regulations The role offers a challenging, dynamic and diverse workflow with team colleagues, management and other staff across functions and geographies. YOUR PROFILE University Master’s degree, CFA advantageous 2 to 5 years of relevant working experience as fixed income portfolio manager with in-depth fixed income asset class knowledge Proven portfolio management track record for fixed income portfolios invested in single line bonds and across different fixed income sub-market segments Strong and winning communication capabilities towards both JB relationship managers and clients Able to quickly establish credibility and trust, client- and service-oriented personality Accountability for the resulting investment performance as portfolio manager Passion for investing and a buy-side oriented mind-set grounded in a thorough understanding of risks and solid judgment. Focus on investment performance combined with a deep sense of accountability, reliability, and team-attitude Entrepreneurial mind-set thriving on the chance of contributing to the further development of JB fixed income franchise Outstanding analytical skills, quantitative, detail-oriented, ability to think critically and form independent opinions Flexible, independent and structured working style, capacity to manage multiple tasks in a dynamic environment and proven ability to work under pressure Very good written and spoken command of English, other languages are an advantage Strong Bloomberg knowledge; MS Excel, MS Powerpoint and other IT skills (Python or other programming and Triple-A experience useful) We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

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Responsibilities

Manage a book of discretionary fixed income mandates and single bond model portfolios with full performance ownership. Collaborate with relationship managers and clients to grow the fixed income franchise while ensuring strict adherence to investment guidelines.