Luca Di Meco
Melide
Summary
Proven Operations Specialist with a track record of enhancing operational efficiency and customer satisfaction at EFG Asset Management. Skilled in process documentation and cross-functional communication, I've successfully implemented solutions that significantly improved operational processes. My experience includes driving team performance and fostering strong relationships with financial institutions, showcasing both hard and soft skills.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Operations Specialist
EFG Asset Management (Switzerland) SA
Lugano
04.2017 - Current
- Analyzed operational performance to identify pain points and provided actionable solutions to management.
- Analyzed customer feedback to improve operations processes and increase customer satisfaction.
- Reduced process lags and trained team members on best practices and protocols.
- Created documentation related to operational procedures such as SOPs.
- Assisted in the development of policies and procedures related to mutual fund operations.
- Identified areas of improvement in order processing systems and implemented changes accordingly.
- Developed and maintained relationships with financial institutions, brokers, and mutual fund companies.
- Monitored daily transactions to ensure accuracy of trades.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Completed day-to-day duties accurately and efficiently.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
Portfolio Manager (Implementation)
BSI SA
Lugano
09.2009 - 03.2017
- Maintained updated records of transactions and adjusted portfolios accordingly.
- Reviewed existing portfolios regularly to ensure they remain aligned with clients' needs.
- Reviewed and rebalanced client portfolios to adhere to client investment limits.
- Oversaw the execution of buy and sell orders, ensuring timely and efficient transaction processing.
- Collaborated with internal stakeholders including traders, analysts and advisors.
Bank Teller
BSI SA
Lugano
09.2003 - 08.2009
- Transmitted orders to supply cash to meet daily needs.
- Reconciled cash and checks against computer records at end of shift.
- Built and maintained client relationships through quality, personalized interactions.
- Responded and assisted customers with account inquiries and updates.
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Apprentice
BSI SA
Lugano
08.2000 - 08.2003
- 3 year of commercial apprenticeship with quarterly internal rotation
Education
Swiss Federal Certificate of Proficiency With Vocational Baccalaureate - Commerce
Centro Professionale Commerciale
Lugano08-2003
Skills
- Process planning
- Operations coordination
- Risk mitigation
- Process documentation
- Planning and coordination
- Operational efficiency
- Solution-Driven
- Cross-functional communication
Affiliations
- Volunteer Firemen
- Mountain lover - Hiking and Biking
Certification
- Currently training to obtain Investment Operations Certificate by CISI (Chartered Institute of Securities and Investments)
Languages
Italian
First Language
German
Advanced (C1)
C1
English
Upper Intermediate (B2)
B2
French
Intermediate (B1)
B1
Accomplishments
- 2023: promotion to Vice President in EFG Asset Management (Switzerland) SA
- 2024: elected in the executive council for the municipality of Melide
Timeline
Operations Specialist
EFG Asset Management (Switzerland) SA
04.2017 - Current
Portfolio Manager (Implementation)
BSI SA
09.2009 - 03.2017
Bank Teller
BSI SA
09.2003 - 08.2009
Apprentice
BSI SA
08.2000 - 08.2003
- Currently training to obtain Investment Operations Certificate by CISI (Chartered Institute of Securities and Investments)
Swiss Federal Certificate of Proficiency With Vocational Baccalaureate - Commerce
Centro Professionale Commerciale
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