Quantitative Analyst and Portfolio Consultant in Equity & Fixed Income Investment Management (buy side) 100% (f/m/d)
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
We are looking for a motivated, nimble-minded and applied quant analyst and portfolio consultant in our Quant and Analytics unit in Julius Baer’s Global Equity & Fixed Income Investment Management sub-division (buy side).The role holder will work closely with the Head of Quant & Analytics/Head of Fixed Income Investment Management to maintain, optimise and further develop our equity and fixed income portfolio models for execution in discretionary investment management, as well as with the individual portfolio managers to deliver bespoke portfolio analytics, investment proposals and other support to general business development.
The role involves a high level of applied financial market modelling and engineering know-how for real-money application across our equity and fixed income investment management operation. It involves extensive co-operation and communication workflow, notably with our portfolio managers, credit and equity specialists, equity and fixed income investment committees and potentially relationship managers. The role additionally includes the preparation of specialist product analytics and advice to prospective and existing clients.
Global Equity & Fixed Income Investment Management (GIM) is responsible for the management of the bank’s global equity and fixed income funds and discretionary mandates. Located in Investment & Wealth Management Solutions (IWMS) of Bank Julius Baer & Co. in Zurich, Switzerland, GIM is the equity and fixed income asset class competence centre in support of the Group CIO, Investment Committee and global Investment Management operation. The team is composed of roughly 30 specialists based in Switzerland. The GIM team has generated superior risk adjusted performance during the last five years by combining the best of institutional and private wealth management processes, talent and execution. The operation is fully aligned with client interest. Discretionary mandates, building-block investment funds and certificates are all managed within the same team.
The role as a quant analyst and portfolio consultant in the Quant & Analytics unit in GIM involves notably the following tasks:
Together with the Head of Quant & Analytics, develop, improve, and maintain equity and fixed income quant models (e.g., strategic and tactical asset allocation tools, allocation and construction overview tool on portfolio level, portfolio and positioning analyses, liquidity and risk models, stock and bond universe screener, etc.)
Further develop a robust and efficient framework to run various book, flow, and portfolio analytics, deliver regular updates and reports to GIM management on an automated basis (e.g., fund flows, equity and fixed income holdings overlap analysis, issuer-level holdings analysis, etc.)
Develop and improve a suite of Bloomberg-linked tools and models by leveraging BQuant capabilities and Python integrations
Maintain and further develop investment proposal tools, and produce tailor-made investment proposals for PMs, RMs, and clients
Manage the eligible fixed income issuer lists and model portfolios in co-ordination with the credit selection sub-committee
Perform various risk and performance analysis (ex post and ex ante) on asset allocation, strategy and portfolio level (e.g., generate risk-adjusted model portfolio performance relative to internal and external benchmarks)
Drive individual projects to further automatize existing manual processes by developing respective tools
Produce specialised marketing material (e.g., monthly Julius Baer fixed income investment management pitchbook) while further improving production processes in parallel
The role offers a challenging, dynamic and diverse workflow in a great, diverse and experienced team of equity and fixed income specialists.
Postgraduate university degree (Master or PhD), CFA advantageous
0-5 years working experience as quantitative analyst in the financial industry, with fixed income and/or equity asset class knowledge is a strong plus
Independent, structured and precise working style with very high attention to details, able to perform under pressure
Can-do attitude, motivated and hungry to drive projects forward and get things done
Advanced programming skills (e.g., Python, R, VBA, etc.), Python as a big plus, combined with strong MS Office skills (particularly Excel/VBA and Powerpoint)
Bloomberg skills advantageous, including Bloomberg BQuant and API
Applied experience with AI a plus
Entrepreneurial and innovative mind-set thriving on the chance of contributing to the further development of JB Global Equity and Fixed Income franchise
Strong communication and presentation skills, combined with outstanding analytical and quantitative skills
Excellent written and spoken command of English, German is a plus, other languages advantageous
We arelooking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.
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