Stefan Lehner, Cfa Email and Phone Number
Stefan Lehner, Cfa work email
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Stefan Lehner, Cfa personal email
9+ years of experience in banking and the wealth management industry. During the last years, I have consistently been able to help clients in banking, wealth management and investment strategy. I am particularly keen on novel ideas, trends and technologies to push our industry further in order to shape the services of tomorrow.Furthermore I am a CFA Charterholder.
Raiffeisen-Holding Niederösterreich-Wien
View- Website:
- raiffeisenholding.com
- Employees:
- 148
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Senior Business Development And Innovation ManagerRaiffeisen-Holding Niederösterreich-WienVienna, Austria -
Engagement Manager, Capgemini InventCapgemini Invent Jul 2023 - PresentVienna, AustriaI am driving multiple client engagements and ensure the successful delivery of strategic projects for financial institutions and industrial clients across DACH.- Managing client relationships to meet key performance metrics, driving project outcomes that enhance efficiency and client satisfaction.- Leading initiatives in asset development within the banking sector.- Supporting business development efforts in the DACH financial services market, helping to expand market presence and drive revenue growth.- Building and maintaining strong client partnerships, leading to continued collaboration and increased engagement.- Supervising and mentoring a dynamic team of consulting professionals. -
Management Consultant, Strategy & Consulting, Fs BankingAccenture Mar 2022 - Jul 2023Vienna, AustriaI drove strategic growth and tech-driven innovation for DACH region financial institutions, focusing on banking and wealth management.- Spearheaded key projects, enhancing operations and client relations.- Drove digital transformation, aligning with sustainable business goals.- Conducted market research; implemented data solutions for better user experience.- Cultivated enduring client partnerships, increasing business and project scope. -
Senior Investment Manager, Investment Management And StrategyUnicredit Bank Austria Ag May 2019 - Jan 2022Vienna, AustriaI have consistantly guided high-net-worth individuals and institutional clients through the intricacies of wealth management, investment strategy, and portfolio optimization. Adept at tailoring comprehensive financial solutions to align with clients' objectives and risk tolerance, while maximizing returns in dynamic market environments.- Project implementation and coordination for various new systems and tools within the Wealth Management unit of the bank.- Orchestrated tailored discretionary investment strategies for a diverse portfolio of clients (>AUM 10bEUR)- Analyzed market trends, macroeconomic factors, and asset class dynamics to inform tactical allocation decisions, resulting in optimized risk-adjusted returns.- Constructed and managed multi-asset portfolios, ensuring optimal asset allocation, risk management, and alignment with client's financial goals.- Analyzed European equity opportunities in order to decide on model allocations within this asset class - Leveraged cutting-edge quantitative tools and financial models to conduct rigorous due diligence on investment opportunities and assess potential risks.- Provided comprehensive financial education and regular performance updates to clients, fostering transparent communication and building lasting trust.- Successfully navigated volatile markets by implementing timely adjustments to portfolio allocations, safeguarding and enhancing clients' wealth during challenging periods.- Actively contributed to thought leadership within the field, sharing insights through internal publications to educate clients and peers on industry and market trends. -
Investment Manager, Investment StrategyUnicredit Bank Austria Ag Sep 2016 - May 2019Vienna -
Trainee - Junior Investment Manager, Investment StrategyUnicredit Bank Austria Ag Sep 2015 - Sep 2016Vienna, Austria -
Intern, FinanceRed Bull Media House Gmbh May 2013 - Aug 2014Vienna, Austria -
Intern, Strategy & PlanningA1 Telekom Austria Ag Jul 2013 - Oct 2013Wien -
It Project EngineerPke Electronics Oct 2007 - Mar 2010Wien
Stefan Lehner, Cfa Skills
Stefan Lehner, Cfa Education Details
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International Business -
Strategy, Innovation And Management Control -
Business, Economics And Social Sciences - Majoring In Business Administration -
Business, Management, Marketing Und Verbundene Unterstützende Dienste
Frequently Asked Questions about Stefan Lehner, Cfa
What company does Stefan Lehner, Cfa work for?
Stefan Lehner, Cfa works for Raiffeisen-Holding Niederösterreich-Wien
What is Stefan Lehner, Cfa's role at the current company?
Stefan Lehner, Cfa's current role is Senior Business Development and Innovation Manager.
What is Stefan Lehner, Cfa's email address?
Stefan Lehner, Cfa's email address is st****@****ure.com
What schools did Stefan Lehner, Cfa attend?
Stefan Lehner, Cfa attended Wu (Vienna University Of Economics And Business), Queen's University, Wu (Wirtschaftsuniversität Wien), Wirtschaftsuniversität Wien, University Of Alberta.
What are some of Stefan Lehner, Cfa's interests?
Stefan Lehner, Cfa has interest in Education.
What skills is Stefan Lehner, Cfa known for?
Stefan Lehner, Cfa has skills like Finance, Financial Modeling, Team Management, Presentation Skills, Investment Research, Investment Strategies, Global Investment Management, Excel, Financial Accounting, English, Cost Control, Team Building.
Who are Stefan Lehner, Cfa's colleagues?
Stefan Lehner, Cfa's colleagues are Amanda Saric, Claudia Süssenbacher, Valentin Schneider, Franz Zarka, Herwig Rader, Tamara Pusch, Linda Halbrainer.
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