Ekaterina Boyadzhieva, CFA
Zurich
Summary
Results-driven investment management professional with 15+ years of experience in asset allocation, risk management, and financial strategy. Demonstrated expertise in overseeing multi-billion-dollar portfolios, implementing ESG initiatives, and optimizing FX strategies. Strong leadership, analytical prowess, and negotiation skills with a proven track record in executing investment strategies and engaging stakeholders. CFA charter holder with an international background and fluency in multiple languages, bringing a unique perspective to the table.
Overview
20
20
years of professional experience
Work History
Head of Liquid Assets & Strategy
Zurich Insurance Group
01.2019 - Current
- Lead investment strategy implementation for Swiss balance sheets, optimizing returns while managing risks
- Oversee externally managed fixed income and equity portfolios, ensuring compliance and performance efficiency
- In-house management of fixed income- and equity ETF portfolios
- Co-lead Centers of Excellence in External Asset Management and Portfolio Synergies
- Drive ESG integration, including CO2 intensity targets in investment portfolios
- Develop and execute FX strategies with a focus on hedging cost optimization and regulatory compliance
- Spearheaded key projects, including Bloomberg AIM front-office implementation and FX hedging automation
Head of Investment Mandates & Treasury
Zurich Insurance Group
01.2016 - 01.2019
- Managed asset allocation, liquidity, and currency hedging for Swiss business units
- Supervised external asset managers, ensuring adherence to Group guidelines and risk policies
- Led Securities Lending program implementation for Swiss balance sheets
Senior Investment Manager
Zurich Insurance Group
01.2009 - 01.2016
- Developed and executed asset allocation strategies for Zurich Switzerland
- Oversaw investment management contracts and liquidity risk management
- Led a special assignment as de facto ad interim CIO for Zurich Hong Kong (02/2011 – 04/2011), redefining bond portfolio strategy and operational structures
Hedge Fund Analyst
Signina Capital
01.2008 - 12.2008
- Conducted due diligence and performance analysis of hedge funds, and fund of funds
- Managed NAV calculations and reconciliations
Market Intelligence Manager
Microsoft Switzerland
01.2005 - 12.2008
- Identified market growth opportunities through data-driven business analysis
- Completed 2-year Microsoft’s Academy for university hires
Education
Certificate in Conflict Management and Mediation -
Europa Institute, University of Zurich
09-2025
Bloomberg ESG Certificate & Bloomberg Market Concepts - undefined
01.2024
Sustainable Investing Certificate - undefined
CFA Institute
01.2022
CFA Charter holder - undefined
Swiss CFA Society
01.2010
Master in European Economic Studies - Finance Major
Otto-Friedrich-University, Germany & University of Basel, Switzerland
01.2005
Bachelor in International Economic Relations - Finance Major
Varna Free University, Bulgaria
01.2002
SOCRATES/ERASMUS program - undefined
Leeds Metropolitan University, UK
01.2002
William Howard Taft High School - undefined
San Antonio, TX01.1997
Skills
- Strategic Team Management
- Critical Thinking Skills
- Effective Stakeholder Engagement
- Sustainable Practices Implementation
- Flexibility in Problem-Solving
- Effective Communication
- Investment Analytics Tools
Languages
English
Bilingual or Proficient (C2)
German
Bilingual or Proficient (C2)
French
Intermediate (B1)
Spanish
Elementary (A2)
Bulgarian
Bilingual or Proficient (C2)
Hobbies and Interests
- Tennis - CS Tennis Club, ZH
- Skiing & Hiking
- Diving
- Volleyball
- Aikido (orange belt)
Timeline
Head of Liquid Assets & Strategy
Zurich Insurance Group
01.2019 - Current
Head of Investment Mandates & Treasury
Zurich Insurance Group
01.2016 - 01.2019
Senior Investment Manager
Zurich Insurance Group
01.2009 - 01.2016
Hedge Fund Analyst
Signina Capital
01.2008 - 12.2008
Market Intelligence Manager
Microsoft Switzerland
01.2005 - 12.2008
Bloomberg ESG Certificate & Bloomberg Market Concepts - undefined
Sustainable Investing Certificate - undefined
CFA Institute
CFA Charter holder - undefined
Swiss CFA Society
Master in European Economic Studies - Finance Major
Otto-Friedrich-University, Germany & University of Basel, Switzerland
Bachelor in International Economic Relations - Finance Major
Varna Free University, Bulgaria
SOCRATES/ERASMUS program - undefined
Leeds Metropolitan University, UK
William Howard Taft High School - undefined
Certificate in Conflict Management and Mediation -
Europa Institute, University of Zurich
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