Portfolio Adviser (Madrid)
Core
Deliver investment content and represent investment strategies to Financial Intermediary clients (Financial Advisors and Private Bankers) in the Spanish retail market.
Role type
Senior IC Portfolio Adviser
Builds
Distribution of Wellington Management funds and investment strategies
Domain
Global Capital Markets / Asset Management
Deliverable
client delivery
Required skills
Broad investment knowledge across Equities, Fixed Income, and Multi Assets; Macro-economic analysis; Thematic investment expertise; Product roadshow leadership; Client conference management; Internal cross-functional collaboration; Spanish fluency; English fluency
Preferred skills
MBA or CFA; Experience in Buy-side organizations; Private Bank or Distributor background; Experience representing strategies across multiple asset classes
Technologies
N/A
Responsibilities
Present on investment topics including Equities, Fixed Income, Multi Assets, macro-economics, and thematic themes; Drive flows into recommended strategies for Financial Advisors and Private Bankers; Manage messaging and positioning of managed strategies with Spanish distributors; Collaborate with Portfolio and Product Management teams globally; Lead product roadshows, client conferences, and in-house training sessions
Seniority
Senior, hands-on IC
