Fixed Income Portfolio Manager

Job Description

Rothschild & Co

Rothschild & Co is one of the world’s largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth.

With a team of 3,800 talented financial services specialists on the ground in 60 countries across the world, we provide independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world’s financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track-record of outstanding execution in financial services.

Rothschild & Co Wealth Management

For over 200 years, Rothschild & Co’s freedom to offer objective advice and our commitment to personal service have combined to shape and grow our private clients’ wealth, building value for generations. Our dynamic growth and ambitious targets in relation to quality, innovation and reliability have created a need for the above-mentioned role.

Overview of Role:

The Investment Management department is searching for a Fixed Income Portfolio Manager within the Discretionary Portfolio Management team. The successful candidate must be structured, analytical, and self-driven, with the ability to thrive in a dynamic and collaborative work environment. 

Responsibilities:

• Close and professional interaction with key stakeholders (Multi-Asset PM Team, Client Advisors and clients)
• Portfolio management responsibilities for fixed income mandates and funds
• Participate in client portfolio reviews and new client acquisition
• Support the production of communication material
• Contribute significantly to the fixed income research process, e.g.:
  – Generate investment ideas on issuer and at security levels
  – Economic research, including but not limited to performing macro and rates analysis
• Develop and maintain quantitative tools on the FI platform
• Participate in ad-hoc projects

Education and Qualifications:

• University Degree
• CFA, FRM, CAIIA or similar designation preferred

Experience, Skills and Competencies Required:

• 5-10 years of relevant experience as a FI Portfolio Manager, including experience in taking investment decisions for single line fixed income instruments
• Analytical and research skills (economics / rates / credit)
• Strong quantitative and modelling skills
• Reliability, precision, ability to work under pressure, ‘can do’ attitude; seeking continuous process improvements and knowledge acquisition/development; high quality standards, ethical attitude; team player; flexibility; strong initiative
• Excellent communication skills in German and English (French an advantage)
• Excellent skills in using IT systems (Avaloq is a plus). Advanced Excel skills, programming ability a plus

Benefits

• Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing
• We are conducive to creating a working environment and culture where people can succeed
• We provide a variety of inhouse trainings, as well as tuition assistance for further education and training courses
• Everyone can choose to incorporate agile working principles into their working week
• We believe there are opportunities for all of us to enhance our working lives and outcomes, by applying a more flexible approach to where and when we work and up to 40% of your work time can be performed from home

If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV, Cover Letter and any additional documents through our recruitment tool. 

Rothschild & Co Bank AG
Ms Karen Kupfer
HR Business Partner
Write an email