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Produces detailed credit analysis and assessments to support credit holdings within the portfolio.
Undertakes ongoing critical monitoring of portfolio positions, including changes in views using published company and industry information and correspondence with corporate issuers, sell side analysts and rating agencies.
Produces a scalable credit evaluation process which enables new names to be properly assessed within the current framework.
Is able to critically evaluate the current portfolio, highlight key areas of risk, and propose actions to re-shape the portfolio in order to maximize return.
Identifies fixed income investment opportunities and makes transaction recommendations to portfolio managers; assists in fixed income portfolio management.
Generates investment ideas and advises on timing for positions based on fundamental events and /or news flow.
Assists in monitoring performance and works pro-actively to generate consistent long-term results for the fixed income and wider multi-asset portfolio.
Assists with development and maintenance of IT monitoring, reporting and risk solutions to ensure portfolio transparency including accurate strategy and performance attribution.
The candidate will:
Work collaboratively with the Fixed Income Team to develop the fixed income investment portfolios including both in-house and external mandates;
Calculate, monitor, research, and interpret financial metrics and performance targets and communicate to the Team and CIO;
Review and challenge forecasts, valuations and quarterly results as compared to market peers and industry benchmarks;
Report to and work closely with Senior Managers.
Required Knowledge, Skills, and Abilities:
You have in-depth knowledge of banking and financial companies.
You show a real interest in the financial markets, industry regulations and fixed income portfolio management.
You are detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios.
You have the ability to prioritize, multi-task and work effectively within a team in a deadline-driven environment.
You can demonstrate strong interpersonal skills and the ability to effectively and positively communicate and build relationships within a team and throughout the organization.
You have developed a proactive and inquisitive approach towards new challenges and problem-solving.
You have the desire and ability to work in the unique atmosphere of a Family Office.
Excellent verbal and written communication skills in English and ideally in French, as well as nonverbal communication skills
High level of personal integrity, confidentiality and ethics
Strong attention to detail
Ability to interact with Senior Management on a regular basis
Ability to represent the Company at professional and business functions in a competent manner
Ability to work independently
Excellent analytical skills
Ability to exercise independent judgment consistent with department guidelines
Excellent IT and financial modelling skills
Strong emphasis on Excel and PowerPoint
Ability to influence within own department and across the organization
Education and Experience
Bachelor's degree in Finance or related field from a top College or University preferred
CFA or equivalent highly preferred
A minimum of 5 years of credit experience, ideally with a dollar-centric focus
Internal Number: 6765732
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