About the Role
The Fixed Income Analyst will play a key role in bond selection within the recommended investment universe while working closely with the Discretionary Portfolio Management (DPM) team and the Advisory team. The role involves conducting in-depth credit research, monitoring market developments, and providing investment recommendations. The analyst will also contribute to external publications and thought leadership as part of the Macro & Cross Asset Research Team.
This is a full-time role based in London, requiring frequent interaction with portfolio managers, investment advisors, and external counterparties. Additionally, the analyst will support Relationship Managers locally in a cross-asset advisor role, but this will represent only a minority of the workload. The position offers a unique opportunity to be part of a dynamic investment team at a fast growing Swiss private bank, actively shaping the firm's fixed income strategy.
Key Responsibilities
Fixed Income Research & Bond Selection
* Conduct fundamental and relative value analysis on corporate and sovereign bonds across developed and emerging markets.
* Maintain and actively manage the fixed income investment universe, ensuring coverage of key sectors and issuers.
* Generate investment ideas and trade recommendations, considering both primary and secondary markets.
* Provide in-depth analysis of issuers, assessing financial health, capital structures, and creditworthiness.
* Actively monitor credit markets, interest rate movements, and macroeconomic trends impacting fixed income securities.
* Evaluate corporate actions, earnings reports, M&A activity, and regulatory changes affecting the bond universe.
Collaboration & Investment Process
* Work closely with the Discretionary Portfolio Management (DPM) team and the Advisory team to integrate fixed income recommendations into client portfolios.
* Maintain proactive communication with investment advisors and relationship managers to support client needs.
* Actively participate in investment meetings and contribute to the house view on fixed income markets.
* Translate research insights into actionable recommendations for high-net-worth individuals (HNWIs) and institutional clients.
Publications & Thought Leadership
* Contribute to internal and external publications, including fixed income market outlooks, investment strategy updates, and credit research reports.
* Support the creation of research presentations for clients and investment committees.
* Engage in public speaking opportunities, including investment briefings and client events.
Risk & Compliance
* Ensure investment recommendations align with internal risk guidelines and regulatory requirements.
* Monitor liquidity, duration, and credit risks associated with fixed income positions.
Qualifications & Skills
* University degree in Finance, Economics, or a related field. A CFA/CAIA certification is highly desirable.
* Minimum of 5 years of experience as a Fixed Income Analyst in asset management, private banking, or investment research.
* Strong expertise in fixed income valuation, credit research, and asset allocation strategies.
* Proficiency in Bloomberg, Refinitiv, and Microsoft Office (Excel & PowerPoint).
* Knowledge of VBA, Python, or other programming languages is a strong plus.
* Understanding of derivatives, structured products, and risk management techniques.
* Fluent in English; additional languages such as French are a significant advantage.
* Strong written and verbal communication skills, with the ability to present complex financial concepts clearly.
* Client-Centric Mindset: Ability to collaborate effectively with investment advisors and relationship managers to deliver tailored solutions.
* Analytical Thinking: Strong problem-solving skills and attention to detail in financial analysis.
* Entrepreneurial Spirit: Ability to work independently in a fast-paced environment, with a proactive and solution-oriented approach.
* Integrity & Professionalism: High ethical standards and a commitment to upholding the bank's investment philosophy.
* Flexibility & Availability: Willingness to travel to Geneva once a month or every two months.