Elmar Oberarzbacher, CFA

Deputy Chief Investment Officer at Euregio Plus SGR S.p.A. / AG
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Bolzano Metropolitan Area, IT
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Credentials

  • CFA-Charterholder
    CFA Institute

Experience

  • Euregio Plus SGR S.p.A. / AG
    • Italy
    • Investment Management
    • 1 - 100 Employee
    • Deputy Chief Investment Officer
      • Feb 2018 - Present
  • PensPlan Invest SGR AG
    • Team leader Mutual Fund Management Office
      • Jun 2009 - Jan 2018

      Management of a cash fund; part of the working group for the creation of the PensPlan Sicav Lux; macroeconomic analysis; member of the investment committee; implementation of the actual market view in the stock and bond portfolios of the PensPlan Sicav Lux. Management of a cash fund; part of the working group for the creation of the PensPlan Sicav Lux; macroeconomic analysis; member of the investment committee; implementation of the actual market view in the stock and bond portfolios of the PensPlan Sicav Lux.

  • Hypo Tirol Bank AG
    • Austria
    • Banking
    • 200 - 300 Employee
    • Portfolio Manager
      • Feb 2006 - May 2009

      Creation of standardized mutual fund portfolios; preparation of individual investment strategies for high net worth private clients; member of the investment committee; market analysis; fund selection; performance calculation; Writing articles for the local financial press. Creation of standardized mutual fund portfolios; preparation of individual investment strategies for high net worth private clients; member of the investment committee; market analysis; fund selection; performance calculation; Writing articles for the local financial press.

    • Internship in the risk and investment management department
      • Mar 2005 - Feb 2006

      Attending meetings and conferences with investment managers, brokers, financial and economic analysts; writing newspaper articles and translations; support in the creation of risk reports. Attending meetings and conferences with investment managers, brokers, financial and economic analysts; writing newspaper articles and translations; support in the creation of risk reports.

Education

  • CFA Institute
    CFA Charterholder, Economics, financial markets, financial statement analysis, statistics
    2008 - 2010
  • Leopold-Franzens Universität Innsbruck
    Master, Economics and Business Administration
    2000 - 2006
  • University of New Orleans
    2005 - 2005

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