Piero Faroldi

Investment Manager | Marketing at Embark Investments
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Contact Information
us****@****om
(386) 825-5501
Location
London Area, United Kingdom, UK
Skills

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Credentials

  • IMC
    CFA Institute
    Sep, 2003
    - Oct, 2024
  • Investment Administration Qualification
    The Chartered Institute for Securities & Investment (The CISI)
    Mar, 2002
    - Oct, 2024

Experience

  • Embark Investments
    • Financial Services
    • 1 - 100 Employee
    • Investment Manager | Marketing
      • Apr 2022 - Present

      - Senior strategic and tactical role - Multi-Asset and MPS - Marketing team manager - Behavioural Investing - ManCo member - Product marketing content writing - Marketing campaign manager (incl social media) - Distribution communication lead - Product marketing collateral creation - Product marketing content writing - Rating and PR agency relationship manager - Responsible for marketing strategic planning & budgeting - Regulatory reporting content writing and operational oversight Show less

  • Neuberger Berman
    • United States
    • Financial Services
    • 700 & Above Employee
    • ESG Investment Communications Consultant
      • Oct 2021 - Mar 2022

      - SFDR pre-contractual disclosure content writing & project management - Work closely with ESG specialists and legal to detail how sustainability and ESG factors are incorporated into the investment decision-making process at a firm and product level - Write article 8 and 9 pre-contractual agreements - SFDR pre-contractual disclosure content writing & project management - Work closely with ESG specialists and legal to detail how sustainability and ESG factors are incorporated into the investment decision-making process at a firm and product level - Write article 8 and 9 pre-contractual agreements

  • Janus Henderson Investors
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Director, Product Marketing & Production
      • Apr 2020 - Jun 2021

      - Strategic and Tactical management role - Global team management - Product Marketing print and digital collateral creation and management - Senior liaison for distribution, investment teams, channel marketing, compliance, and technology - Marketing content writing - Senior Management Team - Strategic and Tactical management role - Global team management - Product Marketing print and digital collateral creation and management - Senior liaison for distribution, investment teams, channel marketing, compliance, and technology - Marketing content writing - Senior Management Team

  • First Trust Global Portfolios
    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Senior Marketing Specialist
      • Sep 2017 - Apr 2020

      - Product Marketing - Senior liaison for distribution, investment teams, operations, compliance, and technology - Sales Support - Product Marketing content writing lead - Presentations and Print production manager - Performance Reporting - RFPs, RFIs, DDs - Product Marketing - Senior liaison for distribution, investment teams, operations, compliance, and technology - Sales Support - Product Marketing content writing lead - Presentations and Print production manager - Performance Reporting - RFPs, RFIs, DDs

  • Schroders
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • ESG Product Manager
      • Jul 2016 - Apr 2017

      - ESG Marketing, reporting, and content writing - ESG presentations and reporting - DDQs, RFP writing and content lead - Consultant databases support as product specialist - UNPRI assessment, Share Action, Climate Change DDQs, Webinars, Surveys - Portfolio and engagement analysis - ESG Marketing, reporting, and content writing - ESG presentations and reporting - DDQs, RFP writing and content lead - Consultant databases support as product specialist - UNPRI assessment, Share Action, Climate Change DDQs, Webinars, Surveys - Portfolio and engagement analysis

  • Lombard Odier Investment Managers
    • Switzerland
    • Financial Services
    • 200 - 300 Employee
    • Product Specialist
      • Mar 2015 - Nov 2015

      - Fund reporting and positioning - Senior liaison for distribution, investment teams, operations, channel marketing and RFPs - Writing fund and market commentary - Consultant relations lead for critical data and content population - Product positioning, strategy drives, ad hoc institutional pitch books - Competitor and Peer analysis - Fund reporting and positioning - Senior liaison for distribution, investment teams, operations, channel marketing and RFPs - Writing fund and market commentary - Consultant relations lead for critical data and content population - Product positioning, strategy drives, ad hoc institutional pitch books - Competitor and Peer analysis

  • Barclays
    • India
    • Outsourcing/Offshoring
    • 1 - 100 Employee
    • Senior Vice President: Client Services & Marketing
      • Nov 2010 - Oct 2014

      - Strategic and Tactical role - Global Team Management - Marketing Manager - Client Services Manager - Sales Support - Workflow process and infrastructure change specialist - Liaison between distribution and investment teams - Presentation and Print Specialist - Support sales distribution team with detailed strategy and fund analysis, and updates - Consultant Relations and critical data population lead - Competitor and peer group analysis - Attribution analysis - Strategic and Tactical role - Global Team Management - Marketing Manager - Client Services Manager - Sales Support - Workflow process and infrastructure change specialist - Liaison between distribution and investment teams - Presentation and Print Specialist - Support sales distribution team with detailed strategy and fund analysis, and updates - Consultant Relations and critical data population lead - Competitor and peer group analysis - Attribution analysis

  • BNY Mellon
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Performance Analyst
      • Nov 2006 - Oct 2010

      - Senior analytical performance role - Senior liaison for distribution, investment teams, RFPs, channel marketing, operations, and compliance - Consultant relations and critical data population - Performance and portfolio reporting - Composite and GIPS reporting - Create reports for senior management - Competitor and Peer group analysis - Attribution and Contribution reporting - Project Manager - Improve infrastructure and processes - Management of team members - Senior analytical performance role - Senior liaison for distribution, investment teams, RFPs, channel marketing, operations, and compliance - Consultant relations and critical data population - Performance and portfolio reporting - Composite and GIPS reporting - Create reports for senior management - Competitor and Peer group analysis - Attribution and Contribution reporting - Project Manager - Improve infrastructure and processes - Management of team members

Education

  • University of the West of England, Bristol
    BA (Hons) Economics & Information Systems, Economics
    1995 - 1999

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