Aleksandar Blagojevic
Investment Strategy Lead - Vice PresidentPortfolio Consulting Group, at Citi
- Role
- Vice President, Investment Strategy Lead - Portfolio Consulting Group at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Vice President, Investment Strategy Lead - Portfolio Consulting Group
Dec 2021 — Present · New York, NY, US
Analyzing, understanding and discuss current and historical market and economic conditions with Financial Advisors clients, while representing Citi market convictions• Leading investments discussion in weekly sales meetings with FA teams and bring investment ideas relevant to current market conditions and product offerings, while implementing Citi investment strategy• Closely communicating with internal and external portfolio managers and research, understanding investment approach, allocation and portfolio positioning to further leverage and implement towards clients assets• Building, managing and rebalancing client’s custom portfolios according to Citi asset allocation, market convictions and investment approach, reflecting client’s investment objective and risk profile• Analyzing and writing commentaries on existing external and internal client portfolios, providing improvement recommendations and guiding client and FAs in selecting products and portfolio managers from vast array of proprietary and third party capabilities• Join client meetings and reviews, present market standings, current holding analysis and investment proposals, serving as an internal consultant – subject expert matter to FAs and end clients
Education
Faculty of Economics, Finance and Administration - FEFA
Bachelor's degree, Business/Managerial Economics
2008 — 2011
Singidunum University
Postgraduate diploma (PgD), Sales, Distribution, and Marketing Operations, General
2013 — 2014
Skills
- Event Management
- Microsoft Word
- Team Leadership
- Employee Training
- Microsoft Office
- Sales
- Restaurant Management
- Public Speaking
- Microsoft Excel
- Social Media
- Marketing
- Food & Beverage
- Customer Service
- Customer Satisfaction
- Hotel Management
- Teamwork
- Sales Management
- Hospitality Industry
- Management
- Microsoft Powerpoint
- Marketing Strategy
- Catering
- Microsoft Outlook
- Leadership
- Event Planning
- Hospitality Management
- Business Strategy
- Economics
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