Fixed Income Portfolio Manager , Private Bank
- Employer
- JJ Search
- Location
- London, United Kingdom
- Salary
- £55k - £75k
- Posted
- Mar 25, 2023
- Closes
- Apr 21, 2023
- Ref
- 19155169
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
Fixed Income Portfolio Manager , Private Bank
The Client
A highly regarded and prestigious Private Bank based in London
The Role
The Fixed Income Portfolio Manager will primarily manage client discretionary portfolios whilst supporting the team in ensuring all clients needs are met. The Fixed Income Portfolio Manager will have a deep understanding of Fixed Income Markets in managing Fixed Income portfolios, and will collaborate and communicate with other business units across the firm to achieve Investment objectives.
The Fixed Income Portfolio Manager will have experience with direct government bond and credit analysis and fixed income funds, managing portfolios in accordance with the PM strategy to achieve investment objectives agreed with clients.
The Fixed Income Portfolio Manager will implement investment decisions (trade execution)
The Fixed Income Portfolio Manager will strengthen relationships with the firms Relationship Managers (RM) to promote knowledge of, and trust in the discretionary proposition to promote internal referrals of business.
The Fixed Income Portfolio Manager will collaborate and communicate effectively with other business and resource units as required and with colleagues across the discretionary business
The Fixed Income Portfolio Manager will perform continuous monitoring of securities and restrictions within the portfolios
The Fixed Income Portfolio Manager will ensure effective communication and produce materials for investment meetings (internal and external) being involved with investment meetings and reviews as required.
The Fixed Income Portfolio Manager will have an active relationship with client advisors and clients to include in person meetings.
The Fixed Income Portfolio Manager will coordinate proactive strategy communication to RM and clients Business Management and work within the firm and UK vestment process framework
The Fixed Income Portfolio Manager work on projects to drive improvements in process
The Fixed Income Portfolio Manager will play an active role in the growth of AUM across a variety of mandates (single asset and multi-asset mandates)
The Candidate
3-5 years experience in Investment Management with emphasis on exposure to/managing of Fixed Income mandates
Deep understanding of fixed income markets, direct government bond and credit analysis, plus fixed income funds
Understanding of financial markets, investment theories and asset valuations
Advanced Excel skills
Minimum Level 4 Qualification with either IAD or IMC with applicable CFA - with a willingness to work towards Level 6 if not already achieved.
Client focussed and able to gain confidence and trust of colleagues and clients through honesty, integrity and authenticity,
Clear and consistent communication manner.
Able to navigate through ambiguity to achieve results
The Client
A highly regarded and prestigious Private Bank based in London
The Role
The Fixed Income Portfolio Manager will primarily manage client discretionary portfolios whilst supporting the team in ensuring all clients needs are met. The Fixed Income Portfolio Manager will have a deep understanding of Fixed Income Markets in managing Fixed Income portfolios, and will collaborate and communicate with other business units across the firm to achieve Investment objectives.
The Fixed Income Portfolio Manager will have experience with direct government bond and credit analysis and fixed income funds, managing portfolios in accordance with the PM strategy to achieve investment objectives agreed with clients.
The Fixed Income Portfolio Manager will implement investment decisions (trade execution)
The Fixed Income Portfolio Manager will strengthen relationships with the firms Relationship Managers (RM) to promote knowledge of, and trust in the discretionary proposition to promote internal referrals of business.
The Fixed Income Portfolio Manager will collaborate and communicate effectively with other business and resource units as required and with colleagues across the discretionary business
The Fixed Income Portfolio Manager will perform continuous monitoring of securities and restrictions within the portfolios
The Fixed Income Portfolio Manager will ensure effective communication and produce materials for investment meetings (internal and external) being involved with investment meetings and reviews as required.
The Fixed Income Portfolio Manager will have an active relationship with client advisors and clients to include in person meetings.
The Fixed Income Portfolio Manager will coordinate proactive strategy communication to RM and clients Business Management and work within the firm and UK vestment process framework
The Fixed Income Portfolio Manager work on projects to drive improvements in process
The Fixed Income Portfolio Manager will play an active role in the growth of AUM across a variety of mandates (single asset and multi-asset mandates)
The Candidate
3-5 years experience in Investment Management with emphasis on exposure to/managing of Fixed Income mandates
Deep understanding of fixed income markets, direct government bond and credit analysis, plus fixed income funds
Understanding of financial markets, investment theories and asset valuations
Advanced Excel skills
Minimum Level 4 Qualification with either IAD or IMC with applicable CFA - with a willingness to work towards Level 6 if not already achieved.
Client focussed and able to gain confidence and trust of colleagues and clients through honesty, integrity and authenticity,
Clear and consistent communication manner.
Able to navigate through ambiguity to achieve results