Junior/Middle Delivery Manager in Bucharest supporting a Senior Delivery Manager for client account operations. Responsibilities include client management, team coordination, and performance monitoring.
About the role
- Senior Portfolio Manager at Wells Fargo managing complex investment strategies and portfolios across Wealth and Investment Management. Leading portfolio improvement efforts and contributing to investment communication.
Responsibilities
- Develop, recommend, and direct execution of investment programs across Wealth and Investment Management lines of businesses
- Manage a significant number of individual securities and mutual funds
- Ensure assigned centralized portfolios are consistent with guidance on asset allocation strategy
- Ensure portfolio construction, security selection, and risk management are consistent with the mandate of the specific portfolio
- Act as a Liaison or subject matter expert with Global Manager Research for specific asset classes and contributes to portfolio improvement and development
- Serve as a subject matter expert for specific asset classes and contributes to portfolio improvement
- Support the investment communication efforts and present information to internal advisors and teams
Requirements
- 5+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- A BS/BA degree or higher in accounting, finance or economics
- CFA (or CFA candidate), other related designations
- A passion for investments and financial markets
- A background in security research and selection
- Ability to be flexible and adaptable in an evolving environment
- Strong quantitative and qualitative analysis skills
- Ability to collaborate with team members in a collegial setting
- Experience working with research tools such as FactSet and Bloomberg
- Excellent verbal, written and interpersonal communication skills
- Strong Microsoft Office skills
- Experience with Morningstar, Bloomberg, Factset, etc.
Benefits
- Hybrid Work Schedule
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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