Fixed Income, Senior Portfolio Manager — Zurich Insurance (sede Ticino)
- Location
- Lugano
- Contract
- internship
- Posted
- 2 days ago
Role overview
Summary
The Senior Fixed Income Portfolio Manager will manage fixed income portfolios with the objective of producing superior risk-adjusted returns relative to liabilities and the relevant benchmarks while complying with investment guidelines, regulation, taxes and the business unit’s financial objectives.
- Summary :
- The Senior Fixed Income Portfolio Manager will manage fixed income portfolios with the objective of producing superior risk-adjusted returns relative to liabilities and the relevant benchmarks while complying with investment guidelines, regulation, taxes and the business unit’s financial objectives.
- Key Responsibilities :
- Perform the analysis and selection of fixed income securities for fixed income portfolios in order to outperform the benchmark(s)
- University or higher degree (preferably Finance or Economics PPKM/PKMC License
- CFA Charterholder or Candidate is an advantage Knowledge :
Main responsibilities
- Key Responsibilities :
- Perform the analysis and selection of fixed income securities for fixed income portfolios in order to outperform the benchmark(s)
- Analyse the creditworthiness of individual securities considering the economic prospects of the issuer, its cash flow generating ability and liquidity needs as well as other relevant factors in order to determine the suitability of potential new additions or existing holdings in the portfolio
- Exercise diligence, independence and thoroughness in analysing investments and taking investment actions in the best interest of the portfolio principals in order to outperform the benchmark, including the timing of investments and divestments
- Proficiency in responsible investment, and adherance to both internal and external (including regulatory) requirement.
- Support the implementation of Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA) positioning, on the Fixed Income side
- Execute the trading activity, following the internal policies and procedures
- Provide regular reports and commentary on the investment activity
- Assist in the preparation of the material for the Local ALMICs and Boards
- Support the further development of the Life/Takaful products
Key requirements
- University or higher degree (preferably Finance or Economics PPKM/PKMC License
- CFA Charterholder or Candidate is an advantage Knowledge :
- Experience of at least eight years (8+) in fixed income portfolio management in insurance companies, asset managers or banks
- Experience in credit reseach is a strong advantage
- Experience in Islamic Finance and Investments is an advantage Capital Markets / Investments
- Thorough understanding of the fixed income portfolio management activity
- Up to date knowledge of financial markets and instruments, especially fixed income Knowledge of financial statements analysis
- Knowledge of fundamental analysis of companies and the economic sectors in which they act and develop their activity.
- Knowledge of methodologies for credit rating assessment, and investment recommendations Insurance Understanding of ALM-driven investing
- Knowledge of RBC Framework, cash flow matching and Malaysia insurance regulation is an advantage People Management Accountabilities :
- No direct reports at this stage, however, we expect that an optimal candidate to possess the following interpersonal skills: Ability to initiate and implement change Team work Inspire others to excellence
- Act with integrity, maintains commitment to and accountability for quality results Excellent communications skills Capacity to lead projects Technical Skills :
Application process
- Excellent skills in MS Office applications Experience using Bloomberg an advantage Other Requirements :
- Very structured work approach, high attention to details and reliability
- Take responsibility for accuracy of own work
- Flexibility to move between topics and quick in reacting to ad-hoc queries Passion for learning Deadline driven
Additional details
- University or higher degree (preferably Finance or Economics
- CFA Charterholder or Candidate is an advantage
- Up to date knowledge of financial markets and instruments, especially fixed income Knowledge of financial statements analysis
- Knowledge of methodologies for credit rating assessment, and investment recommendations Insurance Understanding of ALM-driven investing
- Knowledge of RBC Framework, cash flow matching and Malaysia insurance regulation is an advantage People Management Accountabilities :
- No direct reports at this stage, however, we expect that an optimal candidate to possess the following interpersonal skills: Ability to initiate and implement change Inspire others to excellence
- Act with integrity, maintains commitment to and accountability for quality results Excellent communications skills Capacity to lead projects Excellent skills in MS Office applications Experience using Bloomberg an advantage Other Requirements :
- Flexibility to move between topics and quick in reacting to ad-hoc queries Passion for learning
Notes and original content
- Qualifications :
- PPKM/PKMC License
- Up to date knowledge of financial markets and instruments, especially fixed income
- Knowledge of financial statements analysis
- Knowledge of methodologies for credit rating assessment, and investment recommendations Insurance
- Understanding of ALM-driven investing
- Knowledge of RBC Framework, cash flow matching and Malaysia insurance regulation is an advantage
- People Management Accountabilities :
- No direct reports at this stage, however, we expect that an optimal candidate to possess the following interpersonal skills:
- Ability to initiate and implement change
Questions about this listing
What salary does Zurich Insurance (sede Ticino) offer for this role?
Zurich Insurance (sede Ticino) lists CHF 189'000 - 331'500 gross per year for this position in Lugano. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Zurich Insurance (sede Ticino) offer?
This listing is a internship position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Zurich Insurance (sede Ticino) during the application process, since these details can vary by role even within the same contract category.
Do I need the G permit to apply for this role in Ticino as an Italian cross-border worker?
Yes, if you are resident in Italy within the 20 km border zone. The Swiss employer files the G-permit application at the Ticino cantonal migration office after the contract is signed — first issuance takes 2-6 weeks, then automatic yearly renewal for as long as the employment continues. Weekly return to your Italian home is required to keep the status.
How do I apply for this position at Zurich Insurance (sede Ticino)?
Use the "Apply now" button on this page — it links directly to Zurich Insurance (sede Ticino)'s original listing at careers.zurich.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
