Fixed Income Portfolio Manager

Vor 7 Tagen

Fribourg, Schweiz Julius Baer Vollzeit

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 an experienced and accomplished fixed income portfolio manager with a track record in managing discretionary mandates for both private and institutional clients.

The role holder will join the mandate’s desk of our fixed income investment management team (FIIM) with performance ownership and responsibility for a book of discretionary fixed income mandates.

In addition, the role includes providing flexible and reliable back-up work to colleagues in the mandate’s desk as well as taking ownership of single bond model portfolios.

This role is a unique opportunity to join Julius Baer’s growing and successful fixed income investment management franchise.

**YOUR CHALLENGE**:The FIIM team is responsible for the management of the bank’s global fixed income funds and discretionary mandates.

Located in Investment & Wealth Management Solutions (IWMS) / Global Equity & Fixed Income Investment Management of Bank Julius Baer & Co. in Zurich, Switzerland, FIIM is the fixed income asset class competence center in support of the Group CIO, Investment Committee and global Investment Management operation. The team is composed of 13 specialists based in Switzerland.

The FIIM team has generated superior risk adjusted performance during the last five 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, building-block investment funds and certificates 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
- Optimize 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 FIIM mandate’s desk, and represent it both internally and to clients
- Communicate well and effectively with relationship managers, clients and prospects to support FIIM’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 FIIM team in different tasks and projects, e.g., investment proposal construction, bespoke portfolio analyses, investment committee inputs, etc.
- Contribute to the Bank’s and FIIM’s ESG investment objectives
- Ensure compliance with all policies and guidelines of the Julius Baer Group

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
- Min. 5 years 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
- 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 and communication
- Entrepreneurial mind-set thriving on the chance of contributing to the further development of JB fixed income franchise. Deep sense of accountability, reliability and team-attitude
- 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
- Strong general communication and presentation skills and experience in client interaction
- Very good written and spoken command of English, other languages advantageous
- Able to quickly establish credibility and trust, teamwork skills, client
- and service-oriented personality
- Strong Bloomberg experience; MS Excel, MS Powerpoint and other IT sk

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