Federico Quaia
Syndicate Member & Angel Investor at Sydney Angels- Claim this Profile
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Bio
Huw Smith
I worked with Fed for two years during his time at Fortitude. He was always dedicated to making an impact in his role, this was evident as the quality of his output was very important to him, meaning he never took any shortcuts. He has the interpersonal skills to build strong relationships with clients, as well as with internal and external stakeholders. Fed has a great ability to take a step away from a task or problem, and objectively analyse why we're doing it and how to do it in a more efficient way to provide a better outcome. This made him invaluable in many business improvement projects that he was involved in.
Huw Smith
I worked with Fed for two years during his time at Fortitude. He was always dedicated to making an impact in his role, this was evident as the quality of his output was very important to him, meaning he never took any shortcuts. He has the interpersonal skills to build strong relationships with clients, as well as with internal and external stakeholders. Fed has a great ability to take a step away from a task or problem, and objectively analyse why we're doing it and how to do it in a more efficient way to provide a better outcome. This made him invaluable in many business improvement projects that he was involved in.
Huw Smith
I worked with Fed for two years during his time at Fortitude. He was always dedicated to making an impact in his role, this was evident as the quality of his output was very important to him, meaning he never took any shortcuts. He has the interpersonal skills to build strong relationships with clients, as well as with internal and external stakeholders. Fed has a great ability to take a step away from a task or problem, and objectively analyse why we're doing it and how to do it in a more efficient way to provide a better outcome. This made him invaluable in many business improvement projects that he was involved in.
Huw Smith
I worked with Fed for two years during his time at Fortitude. He was always dedicated to making an impact in his role, this was evident as the quality of his output was very important to him, meaning he never took any shortcuts. He has the interpersonal skills to build strong relationships with clients, as well as with internal and external stakeholders. Fed has a great ability to take a step away from a task or problem, and objectively analyse why we're doing it and how to do it in a more efficient way to provide a better outcome. This made him invaluable in many business improvement projects that he was involved in.
Credentials
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Venture Capital Analyst
EntryLevelOct, 2022- Nov, 2024 -
Excel/VBA for Creative Problem Solving
University of Colorado BoulderApr, 2021- Nov, 2024 -
Excel Skills for Business Specialization
Macquarie UniversityOct, 2020- Nov, 2024 -
RG146
TAFE NSWNov, 2018- Nov, 2024
Experience
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Sydney Angels
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Australia
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Investment Management
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1 - 100 Employee
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Syndicate Member & Angel Investor
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Nov 2022 - Present
Sydney Angels is an angel group whose members invest in innovative early-stage companies with high growth potential. The investment process is entirely members driven. Sydney Angels is an angel group whose members invest in innovative early-stage companies with high growth potential. The investment process is entirely members driven.
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Findex
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Australia
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Financial Services
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700 & Above Employee
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Research Analyst
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Jul 2021 - Present
Findex is a diversified financial services company and the largest provider of Managed Discretionary Accounts in Australia, boasting over $9 billion in funds under management, in which I play a key role in the management and oversight of these assets.• Expertly led the review and approval of asset classes and sectors for the Investment Committee,utilising a comprehensive bottom-up and top-down approach.• Conducted in-depth evaluations of fund managers across all asset classes, utilising a comprehensiveanalysis of performance, risk, and strategy, to provide actionable insights and recommendations to theInvestment Committee. This included an assessment of the managers' investment philosophy, process,and team, as well as an analysis of the fund's historical performance, holdings, and risk metrics.• Progressed in my role as Convenor/Committee Secretary for both the Findex and Centric InvestmentCommittee, effectively coordinating with the Chair and members to uphold governance, optimisemeeting efficiency, maintain accurate records, and document meeting minutes.• Directly managed the Findex Approved Product List of over 400 investments across managed funds,hybrids and direct equities, and provided guidance and mentorship to junior staff to help them reachtheir full potential.• Contributed to the success of commercial and strategic initiatives led by the Head of Research, byproviding expertise and support.
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Junior Research Analyst
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Jan 2020 - Jul 2021
• Implemented a robust investment committee audit process during my tenure as secretary.• Regularly conducted qualitative and quantitative due diligence on investment managers using both atop-down and bottom-up approach.• Provided support to the Direct Equity Portfolio Manager with the preparation of corporate actionrecommendation letters and earning call summary notes.• Documented all research processes to improve the onboarding experience of new staff.• Moderated face-to-face and online webinars with external asset managers and developed andmaintained a resource database using Confluence for advisers to access critical information• Created an excel model using Query and VBA, which reduced the time spent on a task by another teamfrom 4 days to less than 1 hour.• Streamlined a process that allowed me to efficiently manage, monitor, and review in excess of 400investments on a quarterly basis.
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Client Services Officer
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Jun 2018 - Dec 2019
Fortitude is a self-licensed boutique High Net Worth Advisory firm specialising in wholistic financial advice.• Provided a customer centric service to clients during meetings, phone calls and via emails • Led a traumatic event life insurance claim on behalf of a client which resulted in a full payout in a very short amount of time • Created a process that increased advisers’ accountability during client reviews• Identified quality investments that were consecutively added to the firm’s approved list• Regularly monitored and reviewed client portfolios• Liaised with financial institutions on behalf of clients to ensure best outcomes• Improved systems, models and workflow using Excel, IRESS and XPLAN
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BOQ Specialist
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Australia
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Financial Services
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100 - 200 Employee
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Client Service Consultant
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Nov 2017 - Jun 2018
BOQ Specialist is the Private Banking division of Bank of Queensland.• Interact with customers to identify their business requirements• Develop business strategies to meet client needs and close sales• Provide client support services in timely, accurately and professional manner• Build positive and productive relationships with clients• Maintain existing client base and generate potential leads• Act as primary contact for any client inquiries and concerns BOQ Specialist is the Private Banking division of Bank of Queensland.• Interact with customers to identify their business requirements• Develop business strategies to meet client needs and close sales• Provide client support services in timely, accurately and professional manner• Build positive and productive relationships with clients• Maintain existing client base and generate potential leads• Act as primary contact for any client inquiries and concerns
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City of Canterbury Bankstown
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Australia
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Government Administration
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400 - 500 Employee
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Duty Manager
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Sep 2015 - Jun 2018
• Contributing to the development of the efficient and effective management of the day to day and ongoing operations of a leisure centre as part of a team • Carrying out the functions of a Duty Manager at a centre in accordance with the Pool Operations Manual and Royal Life Saving Guidelines• Supervision and management of a diverse range of staff and Leisure Centre users in a dynamic and changing environment
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Lifeguard
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Dec 2014 - Sep 2015
• Provide quality customer service to a range of patrons• Prepare the aquatic Centres to comply with legislation and licences regulations, in pool operations and water management• Assist with Plant room operations, chemical handling, water testing and other duties associated with the operation of a healthy, safe aquatic environment• Act in the pool supervisor role as required, to meet the needs of the centre
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Education
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2019 - 2019
CFA Institute
Level 1 -
2016 - 2018
TAFE NSW
Bachelor of Applied Finance, Financial Planning -
2005 - 2010
Private School Ambrosiano
Equivalent of year 12 HSC, Information Technology
Community
