Experience

Mediobanca SGR

• Italy
• Investment Management
• 1 - 100 Employee

• Investment Advisor

  • Sep 2021 - Present

  Investment Advisor for HNWI and Institutional Clients (AUM: €2 billion) with a strong focus on Assets Allocation and Fund Selection through a solid understanding of macroeconomics and cross-asset performance drivers. Performed due diligence and selection process on third-party listed funds (including ETPs) across multiple asset classes: Equity, Fixed Income, Liquid Alternatives, Infrastructure, Real Estate, and Commodities. Assistant Portfolio Manager for Multi-Asset funds (Unit-Linked funds) invested in the main asset class and instruments above listed. Provided customized investment analysis on client’s portfolio regarding structural portfolio allocation, tactical trading ideas, thematic investing (e.g. Water, Smart Cities, Circular Economy, Blue Economy, AI, and Cybersecurity), sustainable investing (e.g. Green Bonds funds and Impact funds), as well as proposals on single equity, single bond, and single Funds/ETFs. Produced English reports on investment ideas and held investment meetings/calls with final clients. Show less



Mercer

• Portugal
• IT Services and IT Consulting

• Wealth and Investment Analyst

  • Mar 2021 - Aug 2021

  Main tasks & outcomes: Structured Asset Allocation on Multi-asset portfolios for Institutional Investors Acquired the ability to analyze financial markets and various asset classes Mastered the main analysis techniques as part of the active fund manager selection activity Learned to use the Bloomberg Terminal for market monitoring and portfolio analysis purposes Main tasks & outcomes: Structured Asset Allocation on Multi-asset portfolios for Institutional Investors Acquired the ability to analyze financial markets and various asset classes Mastered the main analysis techniques as part of the active fund manager selection activity Learned to use the Bloomberg Terminal for market monitoring and portfolio analysis purposes



MDOTM

• United States
• Advertising Services
• 1 - 100 Employee

• Fixed Income Research Analyst (In-Company Dissertation Project)

  • Sep 2020 - Feb 2021

  Main tasks & outcomes: Developed and implemented models for monetary policy interest rates forecasting Performed portfolio attribution analysis and factor analysis on fixed income portfolios Developed reports on fixed income investment strategies Main tasks & outcomes: Developed and implemented models for monetary policy interest rates forecasting Performed portfolio attribution analysis and factor analysis on fixed income portfolios Developed reports on fixed income investment strategies



Lean Venture Partners

• China
• Venture Capital and Private Equity Principals

• Venture Capital Intern

  • Jun 2019 - Aug 2019

  Main tasks & outcomes: Developed financial models and performed company valuation analysis through Excel. Searched and screened prospective investment opportunities. Organized workshops and conferences with venture capital investors. Main tasks & outcomes: Developed financial models and performed company valuation analysis through Excel. Searched and screened prospective investment opportunities. Organized workshops and conferences with venture capital investors.