Pietro Angeli, CFA

Analyst - Investment Advisor at Valori AM - Investment Management
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Contact Information
us****@****om
(386) 825-5501
Location
IT
Languages
  • Inglese Full professional proficiency
  • Italiano Native or bilingual proficiency

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Credentials

  • ESG Analysis and Investing
    CFA Institute
    Aug, 2022
    - Nov, 2024
  • CFA Level 3 Holder - First Attempt
    CFA Institute
    Feb, 2022
    - Nov, 2024
  • CFA Level 2 Holder - First Attempt
    CFA Institute
    Aug, 2019
    - Nov, 2024
  • CFA Level 1 Holder - First Attempt
    CFA Institute
    Dec, 2018
    - Nov, 2024
  • IELTS
    IELTS BRITISHCOUNCIL
    Jun, 2017
    - Nov, 2024

Experience

  • Valori AM - Investment Management
    • Switzerland
    • Investment Management
    • 1 - 100 Employee
    • Analyst - Investment Advisor
      • Apr 2019 - Present

  • BANCA ALBERTINI SYZ S.P.A.
    • Italy
    • 1 - 100 Employee
    • Assistant Portfolio Manager
      • Dec 2016 - Dec 2017

      This was a great opportunity to see the functioning of a trading room from capital management to back office and order execution. I programmed a fully automated bond picking process using Excel VBA (based on YTM/YTC, Duration, Prices, Spreads to Sovereigns, Credit Rating and Issuer Sector) currently used by the bank in the bond selection. I was later promoted to analyst for investor meetings and portfolio manager assistant for a Global Bond Sicav, meeting companies and funds managers in order to understand their business and evaluate their credit-worthiness.

  • Homepal.it
    • Milano, Italia
    • Business Analyst
      • Jan 2016 - Jun 2016

      Six-month internship in a Real Estate Internet Startup. Intense Qualitative and quantitative business planning and market research in order to forecast expected returns based on market share and competitors analysis. SRM and CRM tasks to maintain efficiency throughout the business. Six-month internship in a Real Estate Internet Startup. Intense Qualitative and quantitative business planning and market research in order to forecast expected returns based on market share and competitors analysis. SRM and CRM tasks to maintain efficiency throughout the business.

Education

  • Westminster Business School
    Master's degree, Investment and Risk Finance
    2018 - 2019
  • Università Cattolica del Sacro Cuore
    Laurea triennale in Scienze dell'Economia e della Gestione Aziendale, Economia delle Imprese e dei Mercati
    2011 - 2016

Community

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