Experience

ING Solutions Investment Management

• Luxembourg
• Financial Services
• 1 - 100 Employee

• Portfolio Oversight Officer

  • Sep 2021 - Present

  Oversight of delegated portfolio managers (TNA € 30bn), including due diligence and ongoing monitoring. Key role in ESG projects, including review of fund offering documents, taxonomy alignment, Principal Adverse Impacts, launch of new art. 9 "Impact Fund", assessment of the application of the reduced taxe d'abonnement. Involvement in regulatory development projects: CSDR, Swing Pricing Factors (incl. definition of model). Drafting new internal policies (market abuse, best execution, AML asset screening).



Algebris Investments

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Portfolio Manager/Conducting Officer approved by CSSF

  • Nov 2018 - Feb 2021

  Conducting Officer of the ManCo in charge of Portfolio Management. Experience both in liquid strategies (UCITS) and Illiquid strategies (NPLs). Portfolio Manager of the Algebris Allocation Fund (IE00BTLJY400). Conducting Officer of the ManCo in charge of Portfolio Management. Experience both in liquid strategies (UCITS) and Illiquid strategies (NPLs). Portfolio Manager of the Algebris Allocation Fund (IE00BTLJY400).



UniCredit

• Italy
• Banking
• 700 & Above Employee

• Head of Global Investment Strategy and Insurance

  • Oct 2014 - Oct 2018

  Responsible of the asset management for insurance funds and for discretionary mandates. Member of the Global Investment Committee of UniCredit Group. Responsible of the insurance business for HNWIs. ~ 1.2bn EUR AuM

• Head Of Insurance

  • Oct 2014 - Jun 2017

  Responsible of the insurance business and of the asset management for insurance solutions for HNWIs

• Portfolio Manager

  • Jan 2011 - Jun 2017

  Portfolio manager for funds and internal dedicated funds for insurance business for HNWIs. Member of the Local Investment Committee

• Head of Sales Support/Controlling

  • Aug 2009 - Dec 2011

  Responsible for sales process for Private Banking. Commercial actions. Budgeting commercial actions and earnings. Member of the product committee

• Senior Financial Analyst & Market Advisor

  • Jan 2007 - Jul 2009

  Portfolio manager for discretionary mandates and internal dedicated funds for insurance business. Set-up of investment process and quantitative model development for investment analysis/ decisions