Client Portfolio Manager

  • competitive
  • Geneva, Geneve, Switzerland Geneva Geneve CH
  • Permanent, Full time
  • Finders SA
  • 16 Aug 18 2018-08-16

The chance for a credit analyst with potential or fixed income product manager/client portfolio manager to join one of the best asset managers in Geneva.

Position:

Are you working perhaps in London and are keen to move to the Geneva region in Switzerland?   If you are a credit analyst, with potential, looking to move into a client portfolio management role or perhaps a product manager for fixed income today, this could be an exciting job opportunity, with one of the leaders in the field as far as asset management is concerned!

Joining a busy, fairly large, developed credit markets team in Geneva, you will manage both investment grade and high yield portfolios. Acting as a link between the sales team, investment team and clients, you will report to the senior client portfolio manager.

The role will include, but not limited to, the following elements:

  • Providing in-depth expertise on credit products and credit markets (both investment grade and high yield) through face-to-face meetings and conference calls
  • Articulating the team’s philosophy, investment process and strategy in order to gain or retain assets
  • Providing periodic updates about the funds’ performances and positioning (i.e. through chatrooms and quarterly conference calls)
  • Shaping the marketing strategy for the credit offering (investment grade, high yield, blended solutions and customised portfolios)
  • Writing month-end commentaries, working papers and notes on products
    Attending and contributing at investment meetings
  • Liaising with internal stakeholders (credit analysts, reporting team, RFP team and risk team) to deliver high-quality content and answer client queries
  • Preparing, updating and reviewing marketing materials as well as drafting RFP answers to complex questions
  • Performing market analysis (benchmark analysis, portfolio analysis) with the help of investment teams and the fixed income risk team
  • Providing feedback about client trends to internal stakeholders and investment teams


Profile:

  • University degree: Master’s in Finance or Management; Postgraduate Diploma
  • Around 5-8 years' experience in a similar role or as a portfolio manager, fixed income risk manager, investment consultant or credit analyst
  • In-depth knowledge of fixed income and credit markets.
  • Strong business and financial acumen
  • Creative, solution-driven and an efficient worker
  • Excellent written and verbal communication
  • Excellent command of English (fluent or native speaker) 
  • Resident in Switzerland or committed to relocate to the Geneva area + eligible for Swiss work permit