Dimitar Tanchev

About Dimitar Tanchev

VERSATILE FINANCE PROFESSIONAL Dynamic, loyal, and driven top performer with…

Experience

1. Team Lead, Portfolio & Implementation Specialist

   Calamos Wealth Management

   Sep 2021 — Present

   Lead a four-person Portfolio Management Team, tasked with the design, implementation, monitoring, and rebalancing of highly customized, blended portfolios with a UMA structure. A proactive CWM Investment Team and Investment Committee member, facilitating the smooth transition from investment strategy formulation to portfolio construction and implementation. Structured and enhanced CWM’s private alternative investment subscription process by drafting procedures, offering training, and collaborating with placement agents and fund companies on streamlining workflows. Performed effectively and efficiently the annual mass rebalance of over stand-alone and blended portfolios, involving the partial or complete substitution of various strategic and tactical satellites. Architected a portfolio classification system in CRD (Charles River), facilitating both mass rebalancing and targeted individual security swaps. Designed, programmed, and implemented an intricate, macro-based, compliance check tool for transitional security monitoring and management. Created a highly complex, multi-check, Excel-based solution for transitional mutual fund share class conversion analysis. Developed a household-level allocation deviation monitoring and reporting system. Won the 2021 Calamos Investments Annual Compliance Award in recognition of compliance dedication and promotion.

Education

• Rockford University

  Bachelor of Arts (BA), Management, French

  2002 — 2004

• Rockford University

  Master of Business Administration (MBA), Finance

  2006 — 2007

Skills

• Proprietary Trading
• Alternative Investments
• Technical Analysis
• Equities
• Wealth Management
• Financial Markets
• Etfs
• Fundamental Analysis
• Finance
• Electronic Trading
• Financial Modeling
• Asset Management
• Portfolio Management
• Valuation
• Trading Systems
• Fixed Income
• Investment Advisory
• Investments
• Equity Valuation
• Derivatives
• Bonds
• Financial Advisory
• Options Strategies
• Hedge Funds
• Bloomberg
• Trading
• Hedging
• Equity Research
• Securities
• Investment Strategies
• Capital Markets
• Retirement Planning
• Equity Trading
• Asset Allocation
• Equity Derivatives
• Financial Analysis
• Options
• Mutual Funds
• Investment Management
• Risk Management