Fixed Income Product Specialist

Beyond Potentials
Geneva, Switzerland
Sep 16, 2020
Oct 16, 2020
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Your future employer

Our client is a dynamic independent investment management company specializing in the corporate bond market. They currently manage a multi-billion range of bond funds within their Investment Management unit as well as private client discretionary accounts within their Wealth Management unit.

Your mission and contribution

As a Fixed Income Product Specialist you will be the key point of contact for clients and coordinator of a global network of Sales.

Sales Coordination
  • First level of support for questions or requests coming from clients or sales with regard to the products and the investment process
  • Work directly with sales and clients to provide additional information, updates, and resolution to escalated issues
  • Maintain a constant dialog with the sales to ensure they have quality investment materials to market the funds (investment update call, press & article, etc.)
  • Coordinate and organize the participation of the investment team members (fund manager, credit analyst and product specialist) to roadshows and clients visits with the sales
  • Maintain and enhance the platforms and tools used by the sales to market the funds
  • Look for opportunities to improve sales experience and drive sales satisfaction

Investment support
  • Provide a constant support to the fund managers as part of the funds'management activity (portfolio analysis, market data, peer group analysis, etc.)
  • Participate to the production and quality controls of the funds statistics
  • Actively participate to the product and business development of the company (new funds, new market development, recruitment, etc.)

  • Participate to the organization of the weekly Investment Committee
  • Work closely and actively with the Risk & Compliance function to ensure the full compliance of the investment process and the marketing support activities


Finally as you will be part of a small and fast-growing structure you will be working in team on cross-functional projects.

Supervision activity
  • Manager of the investment support assistant

  • The ideal candidate has a minimum of 5 years of experience in financial industry working with financial data, standard investment platforms and tools
  • Advanced knowledge in the Fixed Income asset class and high level of understanding of asset management workflow
  • Excellent client service experience and focus
  • Bilingual EN/ FR. German is an asset
  • Team oriented with strong organizational and communication skills
  • Pro-active and comfortable in developing new relationships, at ease on the phone
  • Effective communication skills are required to talk to clients intelligently and use critical reasoning skills to identify problems and solutions quickly
  • Apt to operate with a high degree of independence
  • rigorous, and accurate with high attention to details, able to multitask, can work within a demanding and fast-moving environment
  • Strong analytical capabilities, with excellent written and oral skills to summarize and report
  • University degree
  • CAIA or CFA is an asset


You will thrive in this organisation if you

Are at ease in a flat hierarchical structure with a strong team spirit and sense of engagement

What's on offer

The opportunity to join a well-established, human sized and growing investment firm with a unique employee engagement philosophy at all levels of the organisation.

*Only candidates holding a Swiss working permit or eligible for a working permit in Switzerland without restrictions will be considered for this position