Portfolio Advisor (Milan)

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ph3WELLINGTON MANAGEMENT /h3 /brpWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets.
Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 50 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.
As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
/p /brh3The Role /h3 /brpPortfolio Advisors play a critical role in the delivery of investment content to our Financial Intermediary clients, in particular Financial Advisors and Private Bankers.
Recognising the limited availability of Portfolio Managers, Portfolio Advisors are responsible for effectively representing both Wellington Management as an organisation, and select investment strategies, in a knowledgeable, succinct, and client-friendly manner.
The successful candidate will need to have broad investment knowledge and be capable of bringing the breadth of Wellington's investment expertise and views to distributors.
In doing so, he/she will contribute significantly to our asset raising and business retention capabilities in the Italian retail market.
Portfolio Advisors serve as Wellington Management funds experts and are responsible for the day-to-day management of distribution networks.
/p /brh3Responsibilities /h3 /brpKey responsibilities will include: /p /brul /brlipPresenting on a broad array of investment topics, including Equities, Fixed Income and Multi Assets.
In addition, the Portfolio Advisor will need to present credibly on broad macro-economic topics, and thematic investment themes.
/p /li /brlipDrive flows into recommended strategies by being a key investment representative for a varied list of constituents at our clients, in particular Financial Advisors and Private Bankers.
/p /li /brlipWorking with distributors and clients in Italy on the messaging and positioning of Wellington managed investment strategies.
/p /li /brlipWorking closely with Portfolio Management and Product Management teams across the firm (including in the US and Asia)



to ensure an appropriate level of collaboration and coordination.
/p /li /brlipProactively leading product roadshows for clients, client-directed conferences, and in-house training sessions and be the key contact for follow-ups or queries from the distribution network.
/p /li /br /ul /brh3Requirements /h3 /brpThe successful candidate is likely to have a strong academic background – an undergraduate degree is required.
A post-graduate degree (e.g. MBA) or relevant professional qualification (e.g. CFA) would be viewed favorably.
10+ years of relevant professional experience, ideally gained in similar Portfolio Advisor/Product Specialist/Retail Sales roles at other Buy side organisations, and/or within a Private Bank/Distributor.
Experience of working with Financial Intermediary clients (knowledge of local distributors) is strongly preferred.
Experience representing investment strategies across multiple asset classes would be highly advantageous, as would European language skills (fluency in Italian and English is required).
In addition, a high degree of competence will need to be demonstrated in the following areas: /p /brh3Interpersonal/Communication Skills: /h3 /brul /brlipBe able to establish effective, trust-based relationships with distributors and clients.
/p /li /brlipBe able to establish effective working relationships internally, ensuring all interested parties are appropriately informed of, and involved in, client-related matters.
/p /li /brlipHave a team-orientation, and a willingness to 'pitch in' when necessary.
/p /li /brlipBe able to work effectively under pressure and to tight timeframes.
/p /li /brlipHave excellent presentation skills, and gravitas.
/p /li /brlipAct as a thought partner to distributors and clients and be able to guide them through Wellington's product offerings.




/p /li /br /ul /brh3Investment Knowledge: /h3 /brul /brlipDemonstrate a high level of knowledge of capital market theory and practice, and the ability to learn about individual investment products (investment philosophy, investment process, strategy, characteristics).
/p /li /brlipBe able to represent the investment views of the firm in both informal and formal settings and stand in for Portfolio Managers and other members of the investment process as necessary.
/p /li /brlipDemonstrate the ability to anticipate client needs, issues, and concerns on investment topics.
/p /li /br /ul /brh3Teamwork and activity levels: /h3 /brul /brlipBe able to engage with internal stakeholders appropriately.
/p /li /brlipTake direction, as appropriate, regarding the prioritisation of investment strategies and the support required.
/p /li /brlipFlexibility and willingness to travel.
/p /li /brlipDisplay high activity levels with distributors and clients.
/p /li /brlipPlay a key role in product development discussions.
/p /li /br /ul /brh3JOB TITLE /h3 /brpPortfolio Advisor (Milan) /p /brh3JOB FAMILY /h3 /brpClient Group /p /brh3LOCATION /h3 /brpMilan /p /brpAs an equal opportunity employer, Wellington Management considers all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.
If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at /p /brpWe believe that in person interactions inspire and energize our community and are essential to our culture.
In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week.
We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7cxw6k