Portfolio Advisor (Milan)

Wellington Management Company; Milano; In loco; EUR 60.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

retirement plan

health and wellbeing

dental

vision

pharmacy coverage

health savings account

flexible spending accounts

commuter program

employee assistance program

life insurance

disability insurance

adoption assistance

back-up childcare

tuition/CFA reimbursement

paid time off

Descrizione del lavoro

Wellington Management in Milan seeks a Portfolio Advisor to deliver investment content to Financial Intermediaries, including Financial Advisors and Private Bankers, and to represent Wellington’s investment capabilities to distributors in the Italian retail market.

You will collaborate with Portfolio Management and Product teams globally, lead client-facing events, and help drive flows through effective messaging and relationship-building with distributors and clients.

Competenze

• 10+ years of relevant professional experience in Portfolio Advisor/Product Specialist/Retail Sales roles at buy-side or private banks.

Mansioni

• Present a broad array of investment topics including equities, fixed income and multi-asset strategies.
• Explain macroeconomic topics and investment themes to distributors and clients.
• Drive flows by representing Wellington's investment strategies to financial intermediaries.
• Collaborate with distributors and clients in Italy on messaging and positioning.
• Coordinate with Portfolio Management and Product Management teams across the firm to ensure alignment.
• Lead product roadshows, client conferences, and training sessions; respond to distributor inquiries.

Conoscenze

Investment knowledge

Client relationships

Presentation skills

Italian language

English language

Formazione

MBA or CFA preferred

Undergraduate degree

Descrizione del lavoro

About Us Wellington 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 60 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.

About the Role

Portfolio 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.

Responsibilities

• Presenting on a broad array of investment topics, including Equities, Fixed Income and Multi Assets.
• Present credibly on broad macro‑economic topics, and thematic investment themes.
• Drive 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.
• Work with distributors and clients in Italy on the messaging and positioning of Wellington managed investment strategies.
• Work 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.
• Proactively lead 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.

Requirements

The 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:

• Interpersonal/Communication Skills: Be able to establish effective, trust‑based relationships with distributors and clients. Be able to establish effective working relationships internally, ensuring all interested parties are appropriately informed of, and involved in, client‑related matters. Have a team‑orientation, and a willingness to ‘pitch in’ when necessary. Be able to work effectively under pressure and to tight timeframes. Have excellent presentation skills, and gravitas. Act as a thought partner to distributors and clients and be able to guide them through Wellington’s product offerings.
• Investment Knowledge: Demonstrate 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). Be 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. Demonstrate the ability to anticipate client needs, issues, and concerns on investment topics.
• Teamwork and activity levels: Be able to engage with internal stakeholders appropriately. Take direction, as appropriate, regarding the prioritisation of investment strategies and the support required. Flexibility and willingness to travel. Display high activity levels with distributors and clients. Play a key role in product development discussions.

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal 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 [e-mail].

Compensation

• Base salary range for this position is: EUR 60,000-130,000
• The base salary is only one component of Wellington’s total compensation approach.
• Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.

Benefits

• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts
• commuter program
• employee assistance program
• life insurance
• disability insurance
• adoption assistance
• back‑up childcare
• tuition/CFA reimbursement
• paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We 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.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi‑asset, and alternative strategies. As a private partnership whose sole business is investment management, our long‑term views and interests are aligned with those of our clients.

We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions.

For more information, please visit https://www.wellington.com/en/