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Global Advisory

Expert M&A and capital markets advice

Rothschild Martin Maurel

Dedicated to helping individuals and families preserve and grow their wealth over the long term

Asset Management

Global investment solutions and services to institutional clients, financial intermediaries and independent financial advisers

Five Arrows

Our alternative assets arm, managing funds dedicated to private equity and private debt

About us

Over 200 years at the centre of the world's financial markets

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A company of opportunity, entrepreneurialism and growth

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Fixed Income Portfolio Manager

  • Wealth and Asset Management
  • Senior Associate/WM Associate/Investment Manager
  • Full time
  • Zurich

    • Switzerland

    Overview of Role:

    Rothschild & Co Bank AG’s Investment Management department is searching for a Fixed Income Portfolio Manager within the Discretionary Portfolio Management team. The successful candidate is a structured, analytical and self-driven investment professional who enjoys taking ownership and thrives in a dynamic and collaborative environment.


    Responsibilities:

    • Portfolio management responsibilities for fixed income mandates and funds
    • Participate in client portfolio reviews and support business development activities with Client Advisors
    • Build and maintain close working relationships with key stakeholders, including the Multi-Asset Portfolio Management Team, Client Advisors and clients
    • Support the production of communication material
    • Play an active role in the fixed income research process by generating investment ideas and contributing to portfolio construction decisions, 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 enhance quantitative tools supporting the Fixed Income investment platform
    • Participate in ad-hoc projects  

     

    Education and Qualifications:

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

     

    Experience, Skills and Competencies Required:

    • 2-5 years of relevant experience in Fixed Income Portfolio Management, including experience in taking investment decisions for individual fixed income instruments
    • Analytical and research skills (economics / rates / credit)
    • Strong quantitative and modelling skills
    • High degree of reliability and precision, with the ability to work effectively under pressure. Proactive and hands-on approach, strong sense of ownership, commitment to continuous learning and process improvement, high ethical standards and a collaborative mindset
    • Excellent communication skills in German and English; French would be an advantage
    • Excellent IT skills, including advanced Excel proficiency. Experience with Avaloq and programming skills (e.g. Python) would be advantageous

    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, after probation period.

     

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

    Apply Now