Allianz

1 month ago

Portfolio Investment Manager (Sofia- Srebarna 16, BG)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Portfolio Investment Manager responsible for managing all portfolios under investment mandates, applying ALM principles, developing quantitative valuation models, and optimizing risk-adjusted returns. This role requires Bulgarian regulatory knowledge, CFA/Investment Consultant credentials, Bloomberg proficiency, and collaboration across Allianz Bulgaria in a hybrid work setting.

Location: Sofia

Workplace: Hybrid

Employment Type: Full time · Permanent

Job Function: DevOps, Cloud & Infrastructure

Seniority: Manager level

Key Responsibilities

•Manage 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 portfolios, ensuring alignment between assets and liabilities
•Monitor portfolio performance using risk-adjusted metrics and implement strategic adjustments as required

Pay and Benefits

Perks:Hybrid WorkPensionHealth InsuranceEquityDiscounts

Key Requirements

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

Experience:5+ yearsAsset managementInsuranceCapital markets

Skills:Bloomberg TerminalExcelPowerPointWordVBAPythonR

Certifications:Investment Consultant LicenseCFA Charterholder or Level 2 CFA Program candidate

Tech Stack:Bloomberg TerminalExcelPowerPointWordVBAPythonR

Company Brief

Allianz

Global insurance and financial services group offering property-casualty insurance, life and health insurance, asset management, and corporate risk solutions to individuals, businesses, and institutions across more than 70 countries.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Munich, Germany

Founded: 1890

Website LinkedIn

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Allianz

1 month ago

Portfolio Investment Manager (Sofia- Srebarna 16, BG)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Location: Sofia

Workplace: Hybrid

Employment Type: Full time · Permanent

Job Function: DevOps, Cloud & Infrastructure

Seniority: Manager level

Key Responsibilities

•Manage 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 portfolios, ensuring alignment between assets and liabilities
•Monitor portfolio performance using risk-adjusted metrics and implement strategic adjustments as required

Pay and Benefits

Perks:Hybrid WorkPensionHealth InsuranceEquityDiscounts

Key Requirements

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

Experience:5+ yearsAsset managementInsuranceCapital markets

Skills:Bloomberg TerminalExcelPowerPointWordVBAPythonR

Certifications:Investment Consultant LicenseCFA Charterholder or Level 2 CFA Program candidate

Tech Stack:Bloomberg TerminalExcelPowerPointWordVBAPythonR

Company Brief

Allianz

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Munich, Germany

Founded: 1890

Website LinkedIn