Livio Spdaro
Como,TI
Summary
Portfolio Manager with multi-year experience into wealth management in Switzerland. During the career I had the opportunity to develop skills about portfolio management and to find solutions for administrative tasks related to institutional and private clients. During the last years I've developed and mantained a network useful to find new investment opportunities, both liquid and illiquid ones. My experience into the journalism filed helped me to increase the capacity to write and produce material for internal purposes (Investment Committees, Advisors, Private Bankers, Clients) and external ones (financial newspapers). I fit in easily into new work organizations thanks to a good communicative skills, team work and a prepositive and positive attitude.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Portfolio Manager
Frame Asset Management
02.2020 - Current
- Supported the development of new business initiatives through active participation in sales meetings, presentations, and pitch sessions.
- Mentored junior analysts on industry best practices, investment concepts, and the importance of maintaining a disciplined approach to portfolio management.
- Conducted comprehensive due diligence on potential investments, mostly active fund but also single stocks, single bond, ETF, ETC, ETN and other financial assets.
- Daily macro analysis and evaluation of market trends.
- Markets report drafting for internal and external use. Report preparation for Investment Committees.
- Advisory for a UCITS fund with 8.5 Eur milions AUM
- Proactive participation to the Investment Committees. Implementation of the strategy for the clients assigned
- Presented portfolio strategy changes to senior management during monthly review sessions for approval before implementation into client portfolios.
- Stayed current with industry developments through regular attendance at conferences, seminars, webinars, and other educational events.
- Resposible for the activity of the front Desk. Operative refernce for counterparties (depositary banks, insurance companies).
- Write articles for financial newspaper (such as Investing, il Sole 24 Ore, Forbes, Money.it, Ticino Management)
- Established valuable relationships within the financial community through networking efforts at industry events.
- Maximized portfolio returns by conducting thorough research and analysis of investment opportunities.
Portfolio Manager
Zeus Capital SA
02.2017 - 02.2020
- Enhanced portfolio performance by implementing effective investment strategies and risk management techniques.
- Facilitated portfolio performance review and implemented new strategies.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Trade execution to implement the portfolios changes. Ex-ante and ex-post control of the orders, monitor of the correct settlement of it.
- Evaluation of new investment opportunities (Bond, stocks, mutual funds). Regular monitor of the investments, taking part of the decision to make the investment (or to exit from it).
- Preparation of Investment Committee reports. Update the Committee about performance, markets changes, new investment opportunities.
- Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
- Cooperate with Zeus Asset Management to elaborate data related to mutual funds reports (Kiid, Factsheets).
Analyst
Money.it
10.2015 - 05.2016
- Production of articles related to financial-economic area such as macroeconomic, fundamental and technical analysis on stocks, bond, forex and commodities.
- Redaction of educational articles regarding markets, financial instruments and macroeconomic.
- Research and selection of sources used to write the articles (italian and foreign sources).
- Articles optimization for browsers (SEO Copywriting).
Education
Bachelor - Economy, Finance And Law For Business Management
Università Di Roma "La Sapienza"
Rome, ItalyNo Degree - Erasmus
Univerza V Ljubljani
Ljubljana, SloveniaMaster of Finance - Quantitative Finance
Università Di Roma "La Sapienza"
Rome, Italy01.2014
Skills
- Asset Allocation
- Portfolio Management
- Investment strategy
- Economic forecasting
- Fund Selection
- Fixed Income Analysis
- Client Relationship Management
- Wealth Management
Certification
Bloomberg Market Concepts
IELTS (B2)
Languages
English
Advanced (C1)
Italian
Bilingual or Proficient (C2)
French
Elementary (A2)
Additional Information
Good knowledge of Office and Internet browsers. Excellent knowledge of Bloomberg, basic knowledge of Datastream
Timeline
Senior Portfolio Manager
Frame Asset Management
02.2020 - Current
Portfolio Manager
Zeus Capital SA
02.2017 - 02.2020
Analyst
Money.it
10.2015 - 05.2016
Bachelor - Economy, Finance And Law For Business Management
Università Di Roma "La Sapienza"
No Degree - Erasmus
Univerza V Ljubljani
Master of Finance - Quantitative Finance
Università Di Roma "La Sapienza"
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