Summary
Overview
Work History
Education
Skills
Languages
Timeline
BusinessDevelopmentManager

Alessandro Censi

Lugano

Summary

Experienced Business Manager skillful in monitoring and managing daily business operations with focus on continuous improvement. Transforms underperforming operations into successful enterprises using resourcefulness and high-level business acumen. Decisive and analytical with [Number]-year history of successful industry performance. Veteran [Job Title] with top-level skills in [Skill]. Likeable personality and customer-focused background coupled with expertise in [Area of expertise]. Ready to tackle new challenges and build success with exciting organization.

Overview

34
34
years of professional experience

Work History

Business Manager

Avaloq Sourcing Switzerland & Liechtenstein SA
Lugano
03.2016 - Current
  • Communicated with customers and vendors positively with particular attention to problem resolution.
  • Oversaw office operations for organization by processing vital documentation, obtaining insurance verification and authorization for services.
  • Implemented automation strategies for office operations, correspondence management, schedule coordination and recordkeeping.
  • Created, managed and executed business plan and communicated company vision and objectives to motivate teams.

Head of FX-MM

B-Source SA
Lugano
08.2014 - 02.2016
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Worked flexible hours; night, weekend, and holiday shifts.

Head of Tax Services CH

B-Source SA
Lugano
12.2012 - 07.2014
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Worked flexible hours; night, weekend, and holiday shifts.

Head of Portfolio Management

Arner Bank
Lugano
06.2005 - 11.2012
  • Clients’ needs analysis to select discretionary mandates or portfolio advisory agreements
  • Presentations and updates at the Investment Committee’s and the Wealth Managers’ meetings
  • Asset allocation construction and implementation both through single bonds and stocks and by means of active and passive funds
  • Fact-sheets editing for new products and investment ideas
  • Work-flows set-ups and operational tools construction through Excel worksheets
  • Co-operation with the IT Dept
  • In the needs analysis to develop, enhance, test and implement new functions of the banking system for the portfolio management purposes
  • Definition of controls to be carried out in order to comply with rules and limits requested by internal/external auditors; co-operation with the IT Dept
  • To implement such controls
  • Set-up, enhancement and description of work processes in co-operation with the Organization Dept
  • Operational risks analysis and limits controls in co–operation with the Risk Management Dept
  • Habit to work by objectives and to co-operate within work groups made up with colleagues from different departments of the company
  • Advanced user of Microsoft Office tools and of several banking systems
  • Good communication skills; used to work by objectives
  • Good knowledge of the English language, both written and spoken, Asset allocation and stock picking, investment proposals for prospects, portfolio updates for discretionary mandates and advisory clients, fact-sheets editing for new investment ideas
  • Presentations to the Investment Committee and updates at Wealth Managers’ meetings
  • Set-up and launch of new investment lines for discretionary mandates
  • Work-flows set-up and guidelines definition for the desk
  • In co-operation with the IT Dept., development and implementation of new functions within the banking system: new reporting and portfolio breakdown, parametric order creation for securities and options, securities lists, model portfolio gap analysis, order generation through a gap analysis, net and gross money-weighted and time-weighted rate of return performance, performance attribution, restrictions management, restrictions and investment limits ex-ante and ex-post controls.

Head of Investment Services

Banca Unione di Credito
Lugano
09.2004 - 06.2005
  • Head of front- and back-offices for treasury management, proprietary-desk, trading and portfolio management
  • Presentations to the Investment Committee, updates at the Financial Advisers’ meetings
  • Set-up and launch of new investment lines for discretionary mandates
  • Work-flows set-up and guidelines definition for the desk
  • In co-operation with the IT Dept., development and implementation of new functions within the banking system

Portfolio Manager

Investment Services
11.1999 - 08.2003
  • Portfolio management, investment advisory, bond- and fund-picking
  • Investment proposals for prospects and fact-sheets for new investment ideas
  • Presentations to the Investment Committee and updates for portfolio mandates at Wealth Managers’ meetings
  • Cassa di Risparmio di Alessandria, Alessandria (Savings & loans regional bank; retail banking and investment services

Head of Portfolio Management

Banca Mediolanum
Milan
09.1997 - 11.1999
  • Development of the portfolio management desk, launch of the discretionary mandates focused on investment funds
  • Asset allocation and stock picking
  • In co-operation with the IT Dept., development and implementation of new functions within the banking system

Money manager

Banca Profilo
Milan
09.1995 - 09.1997
  • Treasury and proprietary desk, at the treasury desk; proprietary trading
  • Asset allocation and stock picking

Assistant fund manager

Romagest S.p.A
Rome
06.1993 - 09.1995
  • At the fixed-income desk

Assistant

Profilo SIM S.p.A
Milan
02.1992 - 06.1993
  • To the Head Fund Manager and junior fund manager for the bond component of the investment funds run by the company

Bond options Trader

Banco di Roma S.p.A
Rome, Milan
08.1987 - 02.1992
  • Trading with OTC options on Italian government bonds, Market-making as primary dealer on MTS Italian government bond market
  • Market-making on MTS market with a commitment to show bid-offer prices for a selection of government bonds

Education

DELF - B2 - French

Inlingua
Lugano
06.2018

Master of Science - Business Economics

L.U.I.S.S. University
Rome
03.1987

High School Diploma -

State High School F.Vivona
Rome
07.1981

Skills

  • 2005, strong interest in enhancements
  • Office automation tools: Microsoft Excel, Word, Powerpoint, Outlook
  • Banking and financial tools: several banking systems; Bloomberg and Reuters terminals

Languages

English
Advanced (C1)
French
Upper intermediate (B2)
German
Intermediate (B1)

Timeline

Business Manager

Avaloq Sourcing Switzerland & Liechtenstein SA
03.2016 - Current

Head of FX-MM

B-Source SA
08.2014 - 02.2016

Head of Tax Services CH

B-Source SA
12.2012 - 07.2014

Head of Portfolio Management

Arner Bank
06.2005 - 11.2012

Head of Investment Services

Banca Unione di Credito
09.2004 - 06.2005

Portfolio Manager

Investment Services
11.1999 - 08.2003

Head of Portfolio Management

Banca Mediolanum
09.1997 - 11.1999

Money manager

Banca Profilo
09.1995 - 09.1997

Assistant fund manager

Romagest S.p.A
06.1993 - 09.1995

Assistant

Profilo SIM S.p.A
02.1992 - 06.1993

Bond options Trader

Banco di Roma S.p.A
08.1987 - 02.1992

DELF - B2 - French

Inlingua

Master of Science - Business Economics

L.U.I.S.S. University

High School Diploma -

State High School F.Vivona
Alessandro Censi