Marco Bontognali
Summary
Experienced and dynamic Portfolio Manager skilled in financial markets, particularly in Fixed Income, FX, and Risk Management.
Demonstrated ability to achieve results in complex situations and improve operational processes. Good team player with leading by doing attitude.
Aiming to transition into the fascinating world of commodities by combining financial expertise with eagerness to learn while embracing opportunities for professional growth.
Overview
21
21
years of professional experience
Work History
Portfolio Manager Index Fixed Income
UBS Asset Management
03.2018 - Current
- Oversaw daily management of assigned portfolio strategies, focusing on cash management, FX hedging and risk management.
- Led PM team in Zurich, focusing on Government and government-related fixed income instruments as well as FX hedging.
- Executed fixed income trades through broker network and managed FX and derivatives via execution desks.
- Developed product shelf further and implemented optimized operational processes.
- Co-led integration project for Index Fixed Income post-UBS and CS merger.
Portfolio Manager Fixed Income (ESG Focus)
Vontobel Asset Management
06.2014 - 03.2018
- Oversaw daily portfolio management of assigned strategies, integrating ESG considerations into global exposures.
- Actively participated in investment committee for Global Fixed Income Markets and Currencies.
- Engaged in project implementation for new Portfolio Management System, improving operational processes.
Portfolio Manager Multi Asset
Notenstein Privatbank
12.2009 - 06.2014
- Executed daily management of institutional multi-asset portfolios focused on fixed income and currency assets.
- Conducted fund research and evaluated third-party managers.
- Collaborated with senior portfolio managers and client relationship managers on diverse client matters.
Assistent Institutional Clients
Wegelin & Co. Privatbankiers
02.2008 - 12.2009
- Contributed to strategy implementation for Senior Portfolio Managers.
- Supported Client Relationship Managers with client matters, focusing on reporting.
- Assisted team members in projects.
Bank Apprentice
St. Galler Kantonalbank
08.2004 - 08.2007
- Bank apprentiship focusing on main business areas of the bank.
- Part time vocational shool (Berufsmatura).
Education
Chartered Alternative Investment Analyst, CAIA -
CAIA Association
08-2016
Financial Risk Manager, FRM - Financial Risk Manage
Global Association For Risk Professionals (GARP)
08-2015
Certified International Investment Analyst, CIIA - Investment Analysis
AZEK
08-2013
Kaufmännische Ausbildung Mit Berufsmaturität -
KBZ, St. Gallen
07-2007
Primary And Secondary Education
07-2003
Skills
- Portfolio construction and Financial Market analysis
- FX Hedging
- Financial Risk Management
- Efficient and well-organized working skills
- Proactive with can-do attitude
- Used to work under pressure
Hobbies
- Reading
- Live Music
- Active Lifestyle (Hiking, Travelling, Friends & Family)
Languages
English
Advanced (C1)
German
Bilingual or Proficient (C2)
IT Skills
- MS Office (especially Excel)
- Bloomberg
Timeline
Portfolio Manager Index Fixed Income
UBS Asset Management
03.2018 - Current
Portfolio Manager Fixed Income (ESG Focus)
Vontobel Asset Management
06.2014 - 03.2018
Portfolio Manager Multi Asset
Notenstein Privatbank
12.2009 - 06.2014
Assistent Institutional Clients
Wegelin & Co. Privatbankiers
02.2008 - 12.2009
Bank Apprentice
St. Galler Kantonalbank
08.2004 - 08.2007
Chartered Alternative Investment Analyst, CAIA -
CAIA Association
Financial Risk Manager, FRM - Financial Risk Manage
Global Association For Risk Professionals (GARP)
Certified International Investment Analyst, CIIA - Investment Analysis
AZEK
Kaufmännische Ausbildung Mit Berufsmaturität -
KBZ, St. Gallen
Primary And Secondary Education
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