Fixed Income Portfolio Manager

Rothschild & Co; Zürich; On-site; CHF 120,000 - 180,000; Full time

Benefits offered by this job

Healthcare services

In-house trainings

Tuition assistance

Flexible work

Hybrid work up to 40% remote

Job summary

Rothschild & Co Bank AG in Zürich seeks a Fixed Income Portfolio Manager for the Discretionary Portfolio Management team. You will oversee fixed income mandates, contribute to portfolio construction and engage in macro and rates analysis within a collaborative setting.

The ideal candidate has 2–5 years in fixed income, strong quantitative skills and fluent German/English (French a plus). The role offers hybrid work with up to 40% from home after probation and exposure to Avaloq and Python in a

Qualifications

• 2–5 years of relevant experience in Fixed Income Portfolio Management.
• Analytical and research skills in economics, rates and credit.
• Strong quantitative and modelling skills with high reliability under pressure.
• Proactive, hands-on with ownership and continuous learning.
• Excellent communication in German and English; French is a plus.
• Advanced IT skills including Excel; Avaloq and Python are advantageous.

Responsibilities

• Portfolio management for fixed income mandates and funds.
• Support client portfolio reviews and business development with Client Advisors.
• Collaborate with Multi-Asset Portfolio Management Team and clients.
• Produce and maintain investment communication material.
• Contribute to fixed income research and portfolio construction (macro, rates).
• Develop quantitative tools to support the Fixed Income platform.
• Participate in ad-hoc projects.

Skills

Fixed income

Analytical skills

Quantitative modelling

German & English

Python

Education

University degree + CFA/FRM/CAIA

Tools

Avaloq

Excel

Job description

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Overview of Role

Rothschild & Co Bank AG’s Investment Management department is searching for a Fixed Income Portfolio Manager within the Discretionary Portfolio Management team. The successful candidate is a structured, analytical and self-driven investment professional who enjoys taking ownership and thrives in a dynamic and collaborative environment.

Responsibilities

• Portfolio management responsibilities for fixed income mandates and funds
• Participate in client portfolio reviews and support business development activities with Client Advisors
• Build and maintain close working relationships with key stakeholders, including the Multi-Asset Portfolio Management Team, Client Advisors and clients
• Support the production of communication material
• Play an active role in the fixed income research process by generating investment ideas and contributing to portfolio construction decisions, e.g.: Generate investment ideas on issuer and at security levels Economic research, including but not limited to performing macro and rates analysis
• Develop and enhance quantitative tools supporting the Fixed Income investment platform
• Participate in ad-hoc projects

Education and Qualifications

University Degree CFA, FRM, CAIIA or similar designation preferred

Experience, Skills and Competencies Required

• 2-5 years of relevant experience in Fixed Income Portfolio Management, including experience in taking investment decisions for individual fixed income instruments
• Analytical and research skills (economics / rates / credit)
• Strong quantitative and modelling skills
• High degree of reliability and precision, with the ability to work effectively under pressure.
• Proactive and hands-on approach, strong sense of ownership, commitment to continuous learning and process improvement, high ethical standards and a collaborative mindset
• Excellent communication skills in German and English; French would be an advantage
• Excellent IT skills, including advanced Excel proficiency
• Experience with Avaloq and programming skills (e.g. Python) would be advantageous

Benefits

Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing We are conducive to creating a working environment and culture where people can succeed We provide a variety of inhouse trainings, as well as tuition assistance for further education and training courses Everyone can choose to incorporate agile working principles into their working week We believe there are opportunities for all of us to enhance our working lives and outcomes, by applying a more flexible approach to where and when we work and up to 40% of your work time can be performed from home, after probation period.

Company Culture

One reason for the long-term success of our business is the importance we place on being principled It is this belief that drives both the way we work with our clients and the way we hire, manage and develop our people – and we look for the same qualities from them in return Our teams reflect the diverse needs of our clients, businesses and the markets we operate in around the world. We value, and seek to maintain, an eclectic mix of skills and backgrounds – encouraging everyone to come together to share their perspectives for the good of each other, the business and our clients