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Alessandro LongeriAL

Alessandro Longeri

Portfolio Manager

€250/day
Zurich, CH
3-7 years

Average response time: 1 hour

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

  • UBS
    Portfolio Manager
    BANKING AND INSURANCE
    May 2025 - Today (1 year and 1 month)
    Zurich, Switzerland
    Currently executing new transactions while managing a large portfolio of global corporate bilateral & syndacated loans
    Portfolio Management Lending
  • UBS
    Investment Advisor Development Program
    BANKING AND INSURANCE
    October 2023 - May 2025 (1 year and 7 months)
    Zürich, Switzerland
    Client 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

  • UBS
    Graduate Talent Program
    BANKING AND INSURANCE
    February 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 Diploma
    Melchiorre Gioia High School
    2018
    High School Diploma
  • C2 Proficiency Certified Wealth Management Advisor CWMA
    C2 Proficiency Certified Wealth Management Advisor CWMA

Skill set

Categories