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Senior Portfolio Advisor Fixed Income

       
At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a global financial service provider with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit.

Within our team in Zurich we are looking for a Senior Portfolio Advisor Fixed Income Boutique (100%).

Your challenge:

  • To manage all product and marketing related work streams for the Fixed Income Team
  • To work with the Portfolio Management team to develop the investment message (description of investment approach,
    portfolio activities and the resulting performance), with a specific focus on credit and global bond teams.
  • To be on top of Fixed Income market trends and portfolio activities of the products
  • To represent the Portfolio Manager in client meetings, on road shows, in sales trainings and in internal investment or
    management committees
  • To help with content and sign off all client facing materials produced by the Investment Communications and RFP Teams
  • To author commentaries, articles and presentations
  • To review strengths and weaknesses of the investment propositions on the back of client feedback

Your qualification:

  • Significant experience ideally in a similar role or in Portfolio Management
  • Deep knowledge and passion for Fixed Income, Credit and FX
  • Enjoys writing investment commentary or visualizing investment contents in Power Point
  • Strong analytical skills
  • Ability to challenge ideas and concepts but to adhere to process
  • Ability to communicate strongly to clients across different regions and channels and to present in front of an audience, if required
  • High degree of competency with tools like Excel, Powerpoint, Bloomberg, etc is a prerequisite.
  • CFA or other investment qualification
  • Experience in client facing activities and teamwork
  • German and English. Italian a positive. Additional languages welcome
Take ownership and bring opportunities to life. Be Vontobel.

Contact:

Frau Stefanie Glaser, Corporate Human Resources, +41 58 283 73 87
 
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