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University Graduate – Fixed Income Portfolio Management in CIO Office(m/w/x)
Supporting Global Quality High Yield UCITS fund management, shaping risk-return profiles at a wealth management firm. Initial asset/portfolio management experience and a Finance/Economics degree required; Bloomberg/Python a plus. International assignment for fixed income expertise.
Requirements
- Master's or Bachelor's degree in Economics or Finance
- Initial experience in asset or portfolio management
- Knowledge of financial theory and Excel skills
- Bloomberg and Python experience as a plus
- Passion for investment management
- Outstanding analytical and quantitative skills
- Detail-orientation and critical thinking ability
- Global mindset and interpersonal skills
- Strong appetite for learning
- Fluency in English
- German and other languages as a plus
- Eligibility to work in the application country
Tasks
- Support management of the Global Quality High Yield UCITS fund
- Shape the fund’s risk-return profile through top-down and bottom-up analysis
- Execute asset allocation, portfolio construction, and security selection
- Deepen fixed income expertise during an international assignment
- Perform fundamental and valuation analysis for investment units
- Develop investment ideas based on instrument and market analysis
- Assess bond valuations and relative values
- Track and forecast company financial performance and industry developments
- Contribute to strategic and organizational team initiatives
- Conduct research, due diligence, and financial modelling
- Manage mandates and funds to achieve investment objectives
- Collaborate with research, product management, legal, and trading teams
- Produce documentation and presentations for internal and external meetings
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- German – Basic
Tools & Technologies
- Excel
- Bloomberg
- Python
Benefits
Career Advancement
- Tailored career path
- Strong professional network
Other Benefits
- Personal and professional growth
Informal Culture
- Team integration
- International experience
- Diverse teams
Mentorship & Coaching
- Community and mentorship
Purpose-Driven Work
- Impactful work
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University Graduate – Fixed Income Portfolio Management in CIO Office(m/w/x)
Supporting Global Quality High Yield UCITS fund management, shaping risk-return profiles at a wealth management firm. Initial asset/portfolio management experience and a Finance/Economics degree required; Bloomberg/Python a plus. International assignment for fixed income expertise.
Requirements
- Master's or Bachelor's degree in Economics or Finance
- Initial experience in asset or portfolio management
- Knowledge of financial theory and Excel skills
- Bloomberg and Python experience as a plus
- Passion for investment management
- Outstanding analytical and quantitative skills
- Detail-orientation and critical thinking ability
- Global mindset and interpersonal skills
- Strong appetite for learning
- Fluency in English
- German and other languages as a plus
- Eligibility to work in the application country
Tasks
- Support management of the Global Quality High Yield UCITS fund
- Shape the fund’s risk-return profile through top-down and bottom-up analysis
- Execute asset allocation, portfolio construction, and security selection
- Deepen fixed income expertise during an international assignment
- Perform fundamental and valuation analysis for investment units
- Develop investment ideas based on instrument and market analysis
- Assess bond valuations and relative values
- Track and forecast company financial performance and industry developments
- Contribute to strategic and organizational team initiatives
- Conduct research, due diligence, and financial modelling
- Manage mandates and funds to achieve investment objectives
- Collaborate with research, product management, legal, and trading teams
- Produce documentation and presentations for internal and external meetings
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- German – Basic
Tools & Technologies
- Excel
- Bloomberg
- Python
Benefits
Career Advancement
- Tailored career path
- Strong professional network
Other Benefits
- Personal and professional growth
Informal Culture
- Team integration
- International experience
- Diverse teams
Mentorship & Coaching
- Community and mentorship
Purpose-Driven Work
- Impactful work
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Julius Baer
Industry
FinancialServices
Description
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
Not a perfect match?
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