As a Fixed Income specialist proactively manage and provide specialist sector relevant pricing and portfolio management of clients ensuring that client needs are understood and fulfilled to maximize flow sales return within defined risk parameters while optimizing cross selling opportunities and overall client experience. Grow own client base and build strong relationships while providing pricing and market intelligence for client seamless execution.
Manage a portfolio of high and medium touch clients offering clients multi asset class risk management solutions (FI Credit FX and MM) that address their interests and needs. Formulate individual client plans engage in client brainstorming provide input into the client budgeting process and Client Service Teams (CSTs) for the assigned portfolio of clients in order to achieve annual sales targets. Reduce portfolio concentration risk by diversifying revenue clients and products where applicable.
Manage the sales process from selling to execution working closely with the various trading desks to dynamically manage margins provide structured pricing and ensure fair spreads and maximum value to clients. Ensure zero slippage of revenue and maintain a minimum wallet share (predefined %).
Have a comprehensive understanding of the local fixed income product suite including SAGBs ILBs Interest Rate Derivatives (Swaps FRAs Bond Options) Repos Forwards and Futures. Have complete knowledge of the local and offshore Credit markets. Be able to run local and Eurobond auctions and / or bookbuilds and market and manage secondary market sales of these products.
Qualifications
Type of Qualification : First Degree
Field of Study : Business Commerce
Experience Required
3-7 years
Additional Information
Behavioural Competencies
Technical Competencies
Remote Work : No
Employment Type : Full-time
Key Skills
Project / Program Management,Project Portfolio Management,Portfolio Management,Credit Analysis,Banking,Pricing,Analysis Skills,Project Management,Financial Analysis,Budgeting,Property Management,Contracts
Experience : years
Vacancy : 1
#J-18808-Ljbffr
Portfolio Manager • Johannesburg, Gauteng, South Africa