Portfolio Manager 100%

Woodman Asset Management AG; Zürich; On-site; CHF 180,000 - 250,000; Full time

Job summary

Woodman Asset Management AG in Zurich seeks a Credit Portfolio Manager to manage discretionary mandates in line with investment strategy and clients' risk appetite and objectives. You will construct portfolios using our universe of securities, funds, and structured products and advise relationship managers on market developments.

The role requires strong communication, rigorous analysis, and teamwork across a multi-location team.

Qualifications

• 7+ years’ work experience in credit research, trading or portfolio management

Responsibilities

• Actively manage discretionary mandates, multi asset strategies and investment funds
• Contribute to asset allocation through investment committee membership
• Analyse, select and monitor global DM/EM credit, bond securities
• Lead the portfolio management within the assigned coverage
• Advise relationship managers on market news, events and outlook
• Draft publications, e.g. recommendation lists, house views, portfolio movements and performance
• Support colleagues with broader trading, liquidity management operations
• Represent our offering with all stakeholders to contribute to its commercial development

Skills

Client presentation

Analytical skills

Teamwork

Decision making

Communication skills

Education

CFA/CAIA or equivalent

7+ years relevant experience

Tools

Bloomberg

Excel

Programming languages

AI tools

Job description

The Credit Portfolio Manager will be responsible for managing discretionary investment mandates in line with the investment strategy and our clients’ risk appetite, investment objectives and restrictions. Portfolios will be built using our investment universe of recommended securities, funds, structured products. The job also involves active promotion of our discretionary portfolio management offering both internally and with clients. The post will be based in our Zurich head office. The Credit Portfolio Manager will report to the Chief Investment Officer of the Company.

Duties and essential job function

• Actively manage discretionary mandates, multi asset strategies and investment funds
• Contribute to our asset allocation through membership of the investment committee
• Analyse, select and monitor global DM/EM credit, bond securities
• Lead the portfolio management within the assigned coverage
• Advise our relationship managers on market news, events and outlook
• Draft publications, e.g. recommendation lists, house views, portfolio movements and performance
• Support colleagues with broader trading, liquidity management operations
• Represent our offering with all stakeholders so to contribute to its commercial development

Requirements

• Strong client presentation and communication skills
• Excellent analytical and problem solving skills
• Demonstrated high ethical standards of professional conduct
• Ability to work as a team player within a multi-location team environment
• Ability to be decisive and to take responsibility

Qualifications

• Professional diploma in finance and investment (CFA, CAIA, etc.) preferred
• 7+ years’ work experience in credit research, trading or portfolio management
• Proficiency in Bloomberg, Excel, programming languages, AI tools
• Fluency in English, while German, French or Italian is a plus