Research & Fund Manager

Job Description

Our Company

EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice.

EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.

Our Purpose and Mission

Empowering entrepreneurial minds to create value - today and for the future.

We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.

Job Description

We are looking for a Senior Research Analyst to also take on Fund Management responsibilities within our Fixed Income team in London. The primary focus will be Emerging Markets and, in particular, Latin American public issuers. In this role, you will act as co-portfolio manager and research analyst, directly shaping investment strategy, portfolio construction and risk management across EFG Asset Management's Fixed Income funds and institutional mandates.

You will lead credit research for Latin American issuers, generate high-conviction investment ideas and act as a subject matter expert for your coverage universe across the wider franchise. In addition, you will serve as a product specialist for EFG's Fixed Income strategies, representing the platform with distributors and clients - primarily in Spanish-speaking markets - and contributing to the growth and positioning of our Fixed Income franchise.

Main Responsibilities

Investment Management

• Lead investment research for Latin American Issuers and support wider Emerging Market research. Act as a franchise wide expert for key segments of the asset class, ensuring consistency and alignment of research views. Mentoring junior analysts and portfolio managers in their development.
• Independently and actively identify investment opportunities, produce investment research, and present investment recommendation to other PMs and across business segments, as a subject matter expert for the relevant sub-asset class.
• Actively challenge investment recommendations assessing validity of investment thesis and appropriateness for mandates and funds.
• Manage/co-manage EFGAM funds and institutional mandates, driving performance, defining key investment decisions, risk positioning and product evolution in line with EFG's strategic objectives.
• Autonomously implement investment decisions in line with all regulatory requirements, mandate restrictions and internal risk guidelines.
• Act as lead portfolio manager on specialist Fixed Income mandates for institutional sized clients, ensuring adherence to mandate guidelines, risk parameters and client specific objectives.
• Knowledge of trade execution and ability to work with internal and third party trading desks, following best execution procedures.
• Ensure robust risk management of managed Fixed Income products, contributing to the enhancement and implementation of Fixed Income risk management frameworks and operating within approved limits, policies and regulatory requirements.

Client Management and Business Development

• Lead Fixed Income investment communication for the Latam + Iberia region working with key third party distribution partners, representing the broader
• Fixed Income franchise, including products managed by other portfolio managers, and ensuring a coherent and compelling positioning of EFG's capabilities.
• Drive AUM and revenue growth for the Fixed Income franchise and EFG by originating, deepening and maintaining strategic relationships with key clients, distributors and industry partners across regions.
• Actively contribute to campaigns and sales strategies.
• Build EFG's Fixed Income market profile and franchise by acting as a senior brand ambassador.

Skills and experience

• Strong track record in emerging market credit research in Latin America.
• Expert level knowledge of global Fixed Income strategy, understanding market operation and ability to translate macroeconomic information into actionable portfolio strategy across complex, multi jurisdictional mandates.
• Deep understanding fixed income risk management and performance attribution
• Demonstrable experience in credit research (5+ years) with the ability to work independently in the generation of actionable investment ideas for a range of investment mandates.
• Excellent communication and presentation skills, capable of conveying complex investment topics to diverse stakeholders, both internally and externally, through written, oral or other media.
• Strong collaboration skills, with experience working across regions and functions to deliver integrated client solutions.
• Understanding of performance attribution and related investment systems.
• CFA Charterholder.

Our Values

• Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
• Hands-on: Being proactive to rapidly deliver high-quality results
• Passionate: Being committed and striving for excellence
• Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset
• Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit