Analysing credits in a defined sector to formulate bond investment recommendations. These credits will encompass IG and cross-
over issuers as well as EM names.
Monitoring and advising on risks in discretionary portfolios.
Completing and diversifying the research offering to the advisory function
Providing bottom-up credit strategy views to the CIO office.
Initiating coverage and monitoring recommendations on a selected yet dynamic list of issuers and their bonds. At this stage we are leaving the sector open with a preference for someone who has had exposure to financial institutions.
Providing insights on sector trends and issuer dynamics in collaboration with existing resources to develop a unique sector expertise and ownership.
Monitoring discretionary PMs and advising them, including monitoring the main risks and positions within the sector.
Enriching the advisory focus list by adding coverage content.
Helping the CIO office to strengthen PWM’s view on credit positioning
Presenting the most significant recommendations and sector views to PWM’s internal constituents and clients.
In-depth understanding of financial analysis and accounting.
Experience of bond and bond index analysis.
Experience of covenant analysis.
Knowledge of credit-spread products
Presentation skills in both large and one-on-one formats.
Acute critical faculties.
Master’s degree in Economics or Finance.
CFA certification already obtained or currently being studied for.
Fluent in English and French another language would be a plus.
Must be resident in Switzerland.
We will not accept any CVs via agencies