Experience

KBC Fund Management Ltd

• Belgium
• Insurance
• 1 - 100 Employee

• Investment Strategist

  • Jun 2021 - Present

• Portfolio Manager

  • Apr 2019 - May 2021

  County Dublin, Ireland Responsible for the daily management of Funds: ● Assessing and monitoring the portfolio protection; ● Trading to rebalance the funds according to the new strategies; creation and implementation of equity models; ● Managing subscriptions and redemptions; ● Hedging risk using futures; ● Responsible for ensuring that portfolios are compliant; ● Participation in Investment process, Committees and projects and preparation of presentations and reports ad hoc for management;… Show more Responsible for the daily management of Funds: ● Assessing and monitoring the portfolio protection; ● Trading to rebalance the funds according to the new strategies; creation and implementation of equity models; ● Managing subscriptions and redemptions; ● Hedging risk using futures; ● Responsible for ensuring that portfolios are compliant; ● Participation in Investment process, Committees and projects and preparation of presentations and reports ad hoc for management; leading projects; ● Helping in improving performance, efficiency and monitoring risks; ● Support in new product launch



FMS Wertmanagement Service GmbH

• Germany
• Financial Services
• 1 - 100 Employee

• Portfolio Manager – Fixed Income - Public Sector Europe

  • Jul 2018 - Mar 2019

  County Dublin, Ireland Assisted with Management of a subset of the multibillion Portfolio of Sub-Sovereign, Government related and Agency Credits and maximized value for Clients. ● Monitored developments within the Sub-Sovereign, Government-related and Agency markets; ● Acted as a point of contact for Clients; ● Provision of reports ad hoc and items detailed by the relevant SLAs with Clients.



Amundi US

• United States
• Financial Services
• 700 & Above Employee

• Assistant Portfolio Manager - Equity/Fixed Income

  • Dec 2013 - Jun 2018

  County Dublin, Ireland Assisted and helped Portfolio Managers and Analysts in managing and trading in equity, fixed income and derivatives for Mutual Funds and Institutional Mandates with over 45€ billion of AUM. ● Participated to Investment process (implemented Alpha generating strategies/new ideas, managed exposures to duration, curve, sector, country, currency allocation and risk metrics, analyzed performance attribution and monitored performance drivers); ● Responsible for ensuring that portfolios were… Show more Assisted and helped Portfolio Managers and Analysts in managing and trading in equity, fixed income and derivatives for Mutual Funds and Institutional Mandates with over 45€ billion of AUM. ● Participated to Investment process (implemented Alpha generating strategies/new ideas, managed exposures to duration, curve, sector, country, currency allocation and risk metrics, analyzed performance attribution and monitored performance drivers); ● Responsible for ensuring that portfolios were compliant and supported in overseeing funds as per internal soft limits, management directives and risk indicators; followed up with Compliance and Risk Management; ● Resolved any risk and operational issue that affected the management of the portfolio; ● Generated reports ad hoc, statistics and created presentations for management, marketing group, RFP and Clients; ● Coordinated projects, mergers, liquidations and launch of new funds/mandates.

• Senior Investment Control Analyst

  • Apr 2004 - Nov 2013

  Milan Area, Italy/County Dublin, Ireland Provided high-level support to various Heads of Investments platforms (Equity, Fixed Income, Multi Asset and Trading desks) in executing supervisory & analytical functions on investment activity and asset allocation positions to ensure fund strategy maintenance. ● Discovered, tracked and investigated asset allocation, position/trading anomalies and identified actions/solutions with Portfolio Managers and the Head of Investments platforms; ● Provided direct support to Portfolio Managers… Show more Provided high-level support to various Heads of Investments platforms (Equity, Fixed Income, Multi Asset and Trading desks) in executing supervisory & analytical functions on investment activity and asset allocation positions to ensure fund strategy maintenance. ● Discovered, tracked and investigated asset allocation, position/trading anomalies and identified actions/solutions with Portfolio Managers and the Head of Investments platforms; ● Provided direct support to Portfolio Managers, Analysts and other business lines in ancillary fund management; ● Run business analysis to enhance and create new controls, procedures; ● Run and provided periodic investment activity reports, asset allocation statistics to Senior Investment Management and Independent Directors; prepared material for Investment/Risk Committees and for Marketing group; ● Directly managed or represented Investment Dept. in projects, Investment/Risk Committees, working groups and solutions that increased fund management efficiencies and other associated activities.



Aureo Gestioni Sgr

• Internal Auditor

  • Oct 2001 - Mar 2004

  Milan Area, Italy ● Managed, conducted and participated in audits; assisted in the execution of the annual audit plan; ● Developed audit conclusions, prepared audit reports and presented findings, recommendations, changes to area management.