Portfolio Investment Manager

What you do

• Manage all portfolios in accordance with investment mandates, regulatory requirements, and risk parameters.
• Develop and maintain quantitative valuation models to identify market trends and investment opportunities.
• Formulate and execute tactical asset allocation strategies to optimize risk-adjusted returns.
• Apply Asset-Liability Management (ALM) principles to insurance company portfolios, ensuring alignment between assets and liabilities.
• Monitor portfolio performance using risk-adjusted metrics and implement strategic adjustments as required.
• Execute investment transactions and provide support to back-office operations during the settlement process when necessary .

 

What you bring

• Experience: Minimum 5 years of experience in portfolio management or financial analysis, with demonstrated expertise in portfolio construction.
• Regulatory Knowledge: Comprehensive understanding of Bulgarian pension and insurance regulatory frameworks.
• Financial Expertise: Strong knowledge of financial markets, investment instruments, and portfolio management principles.
• Certifications:
  • Investment Consultant License (required).
  • CFA Charterholder or Level 2 CFA Program candidate (strongly preferred).
• Technical Skills:
  • Proficiency with Bloomberg Terminal (strongly preferred).
  • Advanced Microsoft Office skills (Excel, PowerPoint, Word).
  • Coding capabilities in VBA, Python, or R (considered an advantage).

 

What we offer

• Offer a hybrid work model balancing in-person collaboration and remote work.
• Provide a comprehensive compensation and benefits package, including bonuses, pension, health insurance, employee shares, and discounts.
• Support lifelong learning through career development, digital learning programs, and international mobility, fostering innovation and empowerment.
• Present excellent career opportunities in insurance, asset management, and banking, with active communication across Allianz Group and key functions. 

 

101217 | Asset & Investment Management | Professional | Non-Executive | Allianz Bulgaria | Full-Time | Permanent

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. 

 

At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust. 

 

We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations. 

 

Join us. Let's care for tomorrow.