Roberta Pantaleone
Marketing & Product Development at Euromobiliare Asset Management SGR- Claim this Profile
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Bio
Experience
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Euromobiliare Asset Management SGR
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Italy
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Investment Management
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1 - 100 Employee
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Marketing & Product Development
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Apr 2016 - Present
PRODUCT DEVELOPMENT AND MARKET RESEARCH: - Participation in the product development process from the idea generation to the launch; - ESG market trends analysis and sustainable fund development; - Deep understanding of the industry market trends by conducting researches about new fund launches, funds flows, competitive scenario analysis and product benchmarking; - Developing written contents and marketing materials in support of client relationship managers and prospects development PRODUCT ANALYSIS and SALES SUPPORT: - Support CEO, CIO and Risk management function with quantitative and qualitative analysis of products in terms of risk/return, portfolio asset allocation, performance contribution, asset flows analysis; - Development of reporting/factsheets and creation of marketing material in order to support the Credem Group distribution teams; - Work closely with CIO and portfolio managers to examine in depth the product range and the investment strategies features in order to define new product lines Show less
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XY SA
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Switzerland
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Financial Services
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1 - 100 Employee
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Financial Analyst - Client Support Services
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Oct 2014 - Apr 2016
Key duties: financial assets and portfolio analysis, data management; managing relationships with external parties (financial institutions, asset managers, etc.) Key duties: financial assets and portfolio analysis, data management; managing relationships with external parties (financial institutions, asset managers, etc.)
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Prometeia
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Italy
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Business Consulting and Services
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700 & Above Employee
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Consultant
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Nov 2011 - Oct 2014
Advisory services for asset managers - creating and delivering presentations for client meetings, analyzing institutional investors portfolios, preparing periodical fund reports and product focuses, performing peer group analysis and product benchmarking, executing risk management activities for mutual funds and closed-end funds, private equity funds analysis and due diligences, business plan and information memorandum analysis Advisory services for asset managers - creating and delivering presentations for client meetings, analyzing institutional investors portfolios, preparing periodical fund reports and product focuses, performing peer group analysis and product benchmarking, executing risk management activities for mutual funds and closed-end funds, private equity funds analysis and due diligences, business plan and information memorandum analysis
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Accountant Trainee
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Sep 2010 - May 2011
Accounting, tax and legal advisory Accounting, tax and legal advisory
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Ernst & Young
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China
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Accounting
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700 & Above Employee
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Industrial Audit Intern
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Feb 2010 - Jun 2010
Verifying correctness and fairness of financial statements following defined procedures of control Verifying correctness and fairness of financial statements following defined procedures of control
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Intern at the Economic and Commercial Office
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Sep 2009 - Dec 2009
Analysis of the main macroeconomic factors within the Balcan region, editing official communications about macroeconomic, commercial and political issues Analysis of the main macroeconomic factors within the Balcan region, editing official communications about macroeconomic, commercial and political issues
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WiTech
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Spain
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Design Services
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Intern - Marketing Area
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Oct 2008 - Jan 2009
Managing and updating customer database and company website, organizing meetings and workshops Managing and updating customer database and company website, organizing meetings and workshops
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Education
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Business School "Il Sole 24 Ore"
Master in Banking & Finance, Banking, Corporate, Finance -
Università di Pisa / University of Pisa
Master of Arts (M.A.), Corporate Finance -
Universitat Autònoma de Barcelona
Business Administration and Management, General -
Università di Pisa / University of Pisa
Bachelor of Arts (B.A.), Business Administration and Management, General