About Alessandro
Portfolio manager with 360 degrees experience in banking in M&A, Management Consulting, Wealth Management and Lending.
Experienced in capital markets transactions, business valuations, wealth structuring and project management within the financial sector.
English
Native or bilingual
Italian
Native or bilingual
German
Conversational
Can work on-site
Zurich (up to 50km)
Experience
- UBSPortfolio ManagerBANKING AND INSURANCEMay 2025 - Today (1 year and 1 month)Zurich, SwitzerlandCurrently executing new transactions while managing a large portfolio of global corporate bilateral & syndacated loans
- UBSInvestment Advisor Development ProgramBANKING AND INSURANCEOctober 2023 - May 2025 (1 year and 7 months)Zürich, SwitzerlandClient Advisor
- Managed and grown a 250m USD portfolio of offshore HNWIs for the Israeli desk
M&A Analyst- Produced information memoranda and deep-dive analyses within the context of sell side M&A transactions for Italian mid-market companies
- Screened Italian firms and produced pitch & marketing materials to ease the origination and acquisition process for senior managers
Buyside research analyst- Set up tool to collect and elaborate data for backtesting strategies on sovereign bonds in Emerging Markets
- Created automatic, customizable, Bloomberg linked chart generator to drastically cut chart creation times
- Analyzed GCC Oil&Gas and Financials sukuk issuers
- UBSGraduate Talent ProgramBANKING AND INSURANCEFebruary 2022 - September 2023 (1 year and 7 months)Wealth Management
- Researched and pitched investment advice on equity, fixed income and structured products
- Built a prospect pipeline database to track and manage Net New Money developments & opportunities
Group Internal Consulting- Set-up an audit-proof project management tool to track and evidence key decisions during the UBS - CS integration as well as mapping integration costs to the employee level
- Coordinated onboarding and deployment of 70 external consultants over three months for the UBS - CS Integration
- Drafted a high level business case for a pricing overhaul of UBS' basic offering
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Education
- High School DiplomaMelchiorre Gioia High School2018High School Diploma
- C2 Proficiency Certified Wealth Management Advisor CWMAC2 Proficiency Certified Wealth Management Advisor CWMA