MILOS VUJOVIC, CFA, MSF
Miami,FL
Summary
Driven Fixed Income Portfolio Manager with CFA and MSF designations and a strong blend of analytical expertise, industry experience, and hands-on portfolio management skills. Background spans banking, financial advising, and both sales-side and analytical functions, enabling a well-rounded approach to fixed-income strategy. Known for strong work ethic, adaptability, and continuous pursuit of knowledge. Effective in high-growth, fast-moving environments, and valued as a dependable teammate committed to delivering high-quality results.
Overview
9
9
years of professional experience
Work History
AVP Investment Portfolio Manager
BANESCO USA
03.2020 - Current
- Managed a $1 billion multi asset class, investment grade fixed income portfolio, applying disciplined risk controls, liquidity optimization, and credit oversight while consistently exceeding return targets and delivering performance above peer benchmarks in full compliance with internal policy standards.
- Executed complex fixed-income trades and optimized allocations across different asset classes to enhance yield, strengthen risk-adjusted performance, and support both strategic and daily liquidity needs.
- Developed proprietary risk, duration, and yield forecasting models that improved exposure monitoring and elevated total return outcomes.
- Performed in depth performance diagnostics and pre purchase risk assessments, implementing targeted strategy adjustments that delivered returns exceeding peer benchmarks.
- Monitored macroeconomic trends, yield curves, credit spreads, and sector dynamics to proactively shape portfolio strategy and ALM positioning.
- Presented market intelligence, performance insights, and strategic recommendations to senior leadership, influencing data driven decision making and portfolio direction.
- Produced complete internal, regulatory, and treasury reporting with rigorous attention to controls, accuracy, and compliance.
- Generated daily liquidity and funding analyses, executing allocations that maximized returns while maintaining prudent cash positioning.
- Supported senior management decision making through loan and deposit pricing analytics focused on balance sheet profitability.
- Actively partnered with Treasury, Finance, Credit, and Risk teams to coordinate strategy, streamline decision making, and strengthen portfolio, liquidity, and balance sheet outcomes through consistent collaboration and knowledge sharing.
Financial Advisor
NORTHWESTERN MUTUAL Wealth Management Company
11.2016 - 03.2020
- Built and managed a growing book of clients by proactively generating leads and referrals through existing relationships, COIs, events, and strategic networking.
- Conducted deep discovery to define each client’s personal, professional, and financial goals, risk tolerance, and key life events, integrating these insights into comprehensive financial plans.
- Developed, presented, and executed customized financial strategies encompassing investment management, risk mitigation, tax efficiency, retirement planning, and asset allocation to support long-term wealth accumulation, preservation, and distribution.
- Oversaw ongoing portfolio and account management, performing regular reviews to validate investment objectives, maintain alignment with financial plans, and adjust strategies as client needs evolved.
- Delivered a high-trust, relationship-focused client experience rooted in fiduciary responsibility, transparency, and integrity. Educated clients on investment concepts, risk management solutions, and platform tools to empower better decision-making.
- Ensured full compliance with regulatory requirements and internal policies, clearly communicating investment risks, costs, and considerations throughout the advisory process.
Education
CFA Charterholder -
CFA Institute
Miami, FL11-2021
MASTER OF SCIENCE - FINANCE
Florida International University (FIU)
Miami, FL12.2014
BACHELOR OF BUSINESS ADMINISTRATION - FINANCE
Singidunum University
Belgrade, Serbia06.2008
Skills
- Fixed Income IG Markets
- Portfolio management and optimization
- Economic forecasting
- Investment strategy
- Identifying investment opportunities
- Quantitative analysis
- Annual performance reviews
- Teamwork and collaboration
- Complex Problem-solving
- Continuous development
- Adaptability and flexibility
Languages
English
Full Professional
Spanish
Limited Working
Serbian
Native or Bilingual
Timeline
AVP Investment Portfolio Manager
BANESCO USA
03.2020 - Current
Financial Advisor
NORTHWESTERN MUTUAL Wealth Management Company
11.2016 - 03.2020
BACHELOR OF BUSINESS ADMINISTRATION - FINANCE
Singidunum University
CFA Charterholder -
CFA Institute
MASTER OF SCIENCE - FINANCE
Florida International University (FIU)
RECOGNITIONS
Fast Track Academy Northwestern Mutual nominated and graduated 2018, MDRT Qualified for 2017, New Financial Representative Leader First Year Leader class 2016/2017, Top 8 New Financial Representatives