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.


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


  • 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