Tobias Goetzinger, Cqf
About Tobias Goetzinger, Cqf
Tobias Goetzinger is the Global Head of Portfolio Analytics at HSBC Global Asset Management (UK) Ltd, a position he has held since 2020. He has extensive experience in portfolio management and analytics, having previously worked at firms such as Insight Investment, Morningstar, and BNY Mellon.
Current Role at HSBC
Tobias Goetzinger serves as the Global Head of Portfolio Analytics at HSBC Global Asset Management (UK) Ltd. He has held this position since 2020 and is based in London. In this role, he focuses on driving the digitalization of core analytical outputs and platforms. He manages investment transformation projects aimed at enhancing investment excellence and growth strategies. Goetzinger utilizes responsible investment data and risk budgeting as key enablers to optimize portfolio performance.
Previous Experience in Portfolio Management
Before joining HSBC, Tobias Goetzinger worked at Insight Investment as a Performance Manager in the Solutions Group (LDI) from 2018 to 2020. He also held the position of Performance and Attribution Analyst (LDI) at Insight Investment from 2013 to 2018. His experience includes roles at Nikko Asset Management Group as a Fixed Income Performance Analyst from 2011 to 2013 and at Morningstar as a Portfolio and Fixed Income Analyst for eight months in 2010-2011. This extensive background has contributed to his expertise in portfolio analytics.
Educational Background
Tobias Goetzinger studied at the Deggendorf Institute of Technology, where he earned a Bachelor of Arts (BA) in International Management from 2006 to 2010. He also attended The Hong Kong Polytechnic University in 2008 for 11 months, further expanding his educational experience. His academic background has provided a solid foundation for his career in finance and analytics.
Diverse Work History
Tobias Goetzinger has a diverse work history that spans multiple roles and industries. He began his career as a Qualified IT Private Banking Specialist at Deutsche Bausparkasse Badenia AG from 2000 to 2003. He later interned as a Pension Analyst at BMW Group in 2008-2009 and worked as a Management Consulting Intern at The Spire Group in 2005. Additionally, he served as an Offshore Manager in the Solutions Group (LDI) at BNY Mellon from 2018 to 2020, gaining international experience in Pune, India.
Leadership and Team Management
Tobias Goetzinger has a proven track record in building and managing both near- and offshore teams. His leadership skills are evident in his ability to drive projects and initiatives that enhance investment strategies and analytical capabilities. His focus on team management and development has been a significant aspect of his career, contributing to successful outcomes in various roles.