Experience

• 

  Moneikos Global Asset Management S.A.M.

  • Monaco, Monaco, Monaco

  • Junior Analyst

    • Mar 2024 - Present
    • Monaco, Monaco, Monaco

• 

  Altiqa Monaco

  • Monaco, Monaco

  • Assistant Portfolio Monitoring

    • Jul 2023 - Dec 2023
    • Monaco, Monaco

    • Monitored and analyzed portfolio performance, risk metrics, and activity on a daily basis;• Data insertion into internal asset management software and reconciliation with client bank positions;• Actively prepared and pitched investment and portfolio rebalancing ideas with the advisory team;• Created tailored reporting to illustrate portfolio asset allocation and historical performance;• Calculated imposable income from investment activity for Italian resident clients' tax declaration;• Prospection and organization of meetings with potential clients and partners for the Multi Family Office.

• 

  Privatam

  • Monte Carlo, Monaco

  • Structured Products & Investment Solutions

    • Oct 2021 - Sep 2022
    • Monte Carlo, Monaco

    • Managed successfully full customer relationships in Spanish;• Prepared and pitched daily trade ideas related to macroeconomic and market conditions;• Interacted with issuers such as BNP Paribas and Société Générale to price structured products;• Closed OTC deals for primary and secondary market trades amounting to 4M+ USD in nominal value;• Engaged in prospection and cold calling;• Followed the onboarding of new clients redacting KYC forms and partnership agreements.

• 

  VCI Asset Management SA

  • Lugano, Ticino, Switzerland

  • Summer Analyst

    • Jun 2020 - Aug 2020
    • Lugano, Ticino, Switzerland

    • Screened funds, identifying adequate solutions to include in portfolios with specific risk profiles;• Advised the Portfolio Manager better performing funds by 2% to 5% with similar risk during the restructuring of the portfolios, while considering both long- and short-term investment strategies.