Job Description
The Client
A highly regarded and prestigious Private Bank based in London
The Role
The Portfolio Manager (Fixed Income) will primarily manage client discretionary portfolios whilst supporting the team in ensuring all clients needs are met. The Portfolio Manager will collaborate and communicate with other business units across the firm to achieve Investment objectives. The main focus of this role will be Fixed Income Portfolio Construction - Corporate Bonds & Gilts.
The Portfolio Manager (Fixed Income) will manage portfolios in line with company strategy to achieve agreed client investment objectives.
The Portfolio Manager (Fixed Income) will implement client investment decisions (trade execution) and undertake cash and currency management.
The Portfolio Manager (Fixed Income) will build and maintain good relationships with the firm’s Relationship Managers to promote knowledge of, and trust in the discretionary proposition with a view to promoting internal referrals of business.
The Portfolio Manager (Fixed Income) will collaborate with other business and resource units as required (internal research teams, external manager research team).
The Portfolio Manager (Fixed Income) will be expected to communicate effectively with colleagues across the discretionary business and regarding internal and external investment meetings.
The Portfolio Manager (Fixed Income) will develop an active relationship with client advisors and clients including physical meetings.
The Candidate
3-5 years Fixed Income Investment Management / Portfolio Management / Portfolio Construction experience with a good understanding of duration/credit/liquidity, corporate bond portfolios.
Understanding of Macro trends and interest rate dynamics.
An awareness of other multi asset classes and how this sits within a wider portfolio.
Level 4 RDR as a minimum, Level 6 would beneficial PCIAM (or IMC with CFA)
Ability to build trust with colleagues – honesty and integrity
Communicate in a clear and consistent manner.
Navigate through ambiguity to achieve results.