Senior Fixed Income Portfolio & Fund Analyst

4952 Barclays Bank PLC; Greater London; On-site; GBP 120,000 - 170,000; Full time

Job summary

Barclays in London is seeking a Portfolio Manager and Fund Analyst within the Private Bank and Wealth Management Hedge Funds, Funds and ETFs team. You will lead investment due diligence on third-party managers, focus on fixed income, and contribute to UCITS fund portfolios through sub-advised mandates.

The role combines rigorous research, governance, and stakeholder communication, requiring strong analytical and written skills. A strong IMC or CFA pathway is desirable.

Qualifications

• Experience in investment research, fund due diligence and third-party manager selection.
• Ability to analyse complex investment information with high attention to detail.
• Strong written and verbal communication for clear investment recommendations.
• Knowledge of risk drivers, portfolio construction and performance attribution.
• IMC or equivalent qualification completed.

Responsibilities

• Undertake detailed investment due diligence on third-party investment managers, focused on fixed income.
• Identify and evaluate new investment opportunities and make manager selection recommendations.
• Monitor performance, risk characteristics and portfolio positioning of managers.
• Contribute to portfolio management of UCITS funds with third-party sub-advised mandates.
• Support and challenge investment recommendations across other asset classes.
• Prepare investment notes and reports for investment committees.
• Present complex investment concepts to internal stakeholders.
• Integrate external consultant research into the internal framework.
• Use Bloomberg, Morningstar, Dasseti, MSCI ESG Manager and Style Research for analysis.
• Adhere to UCITS, risk controls and governance policies.

Skills

Investment research

Due diligence

Manager selection

Analytical thinking

Communication skills

Education

Investment Management Certificate (IMC) or equivalent

Tools

Bloomberg

Morningstar

Dasseti

MSCI ESG Manager

Style Research

Job description

Barclays in London is seeking a Portfolio Manager and Fund Analyst within the Private Bank and Wealth Management Hedge Funds, Funds and ETFs team. You will lead investment due diligence on third-party managers, focus on fixed income, and contribute to UCITS fund portfolios through sub-advised mandates.

The role combines rigorous research, governance, and stakeholder communication, requiring strong analytical and written skills. A strong IMC or CFA pathway is desirable.