At a Glance
- Tasks: Analyse corporate and sovereign bonds, generate investment ideas, and collaborate with portfolio management teams.
- Company: Join a prestigious Swiss-based financial services group in London, known for its boutique approach.
- Benefits: Enjoy a competitive salary, bonuses, and great staff perks, plus opportunities for travel.
- Why this job: Be part of a dynamic team influencing high-net-worth portfolios and making impactful investment decisions.
- Qualifications: Degree in Finance or Economics, 5+ years experience, CFA/CAIA preferred, and strong analytical skills.
- Other info: Fluency in English is essential; knowledge of additional languages is a bonus.
The predicted salary is between 48000 - 72000 £ per year.
The London office of a renowned boutique Swiss-based International Financial Services group.
Job Description
- 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.
The Successful Applicant
- 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.
- 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.
- Understanding of derivatives, structured products, and risk management techniques.
- Fluent in English; additional languages such as French are a significant advantage.
- Excellent written and verbal communication skills, with the ability to present complex financial concepts clearly.
- Ability to collaborate effectively with investment advisors and relationship managers to deliver tailored solutions.
- Strong problem-solving skills and attention to detail in financial analysis.
- Ability to work independently in a fast-paced environment, with a proactive and solution-oriented approach.
- High ethical standards and a commitment to upholding the bank's investment philosophy.
- Willingness to travel to Switzerland regularly.
What's on Offer
Excellent base package, bonus, and staff benefits.
Fixed Income Analyst employer: Page Executive
Contact Detail:
Page Executive Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fixed Income Analyst
✨Tip Number 1
Network with professionals in the fixed income space, especially those working in private banking and wealth management. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in fixed income analysis.
✨Tip Number 2
Stay updated on macroeconomic trends and credit market movements. Regularly read financial news and reports to understand how these factors influence fixed income securities, which will help you during interviews when discussing your insights.
✨Tip Number 3
Familiarise yourself with the tools and software mentioned in the job description, such as Bloomberg and Refinitiv. Consider taking online courses or tutorials to enhance your proficiency, as this will demonstrate your commitment and readiness for the role.
✨Tip Number 4
Prepare to discuss your previous experiences in fixed income analysis during interviews. Be ready to share specific examples of how you've generated investment ideas or contributed to portfolio management, showcasing your analytical skills and collaborative approach.
We think you need these skills to ace Fixed Income Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in fixed income analysis, asset management, and any specific skills mentioned in the job description, such as proficiency in Bloomberg or programming languages like Python.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the fixed income market and your ability to generate investment ideas. Mention your experience with high-net-worth clients and how you can contribute to the firm's investment philosophy.
Highlight Relevant Qualifications: Clearly state your educational background, including your degree in Finance or Economics, and any certifications like CFA or CAIA. Emphasise your 5+ years of experience in the field to demonstrate your expertise.
Showcase Communication Skills: Since excellent written and verbal communication skills are crucial for this role, provide examples of how you've effectively communicated complex financial concepts in previous roles, whether through reports, presentations, or client interactions.
How to prepare for a job interview at Page Executive
✨Showcase Your Analytical Skills
As a Fixed Income Analyst, you'll need to demonstrate your ability to conduct thorough fundamental and relative value analysis. Be prepared to discuss specific examples of how you've evaluated corporate and sovereign bonds in the past, highlighting your analytical process and the outcomes of your recommendations.
✨Understand the Market Trends
Stay updated on current credit markets, interest rate movements, and macroeconomic trends. During the interview, be ready to discuss recent developments in the fixed income space and how they might impact investment strategies. This shows your proactive approach and genuine interest in the field.
✨Communicate Clearly
Excellent communication skills are crucial for this role. Practice explaining complex financial concepts in simple terms, as you may need to present your insights to clients or colleagues who aren't as familiar with fixed income securities. Clear communication can set you apart from other candidates.
✨Demonstrate Collaboration Skills
The role involves working closely with various teams, so it's important to highlight your collaborative experiences. Share examples of how you've successfully integrated research into client portfolios or worked with investment advisors to meet client needs, showcasing your teamwork and relationship-building abilities.