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Malt Strategy
Malt Strategy
Alessandro LongeriAL

Alessandro Longeri

Portfolio Manager

EUR 250/Tag
Zurich, CH
3-7 Jahre
Financial Modelling
M&A
Wealth Management
Project Management
Credit Analysis

Durchschnittliche Reaktionszeit: 1h

Über 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.
Bankwesen & Finanzdienstleistungen
Private Equity

  • Englisch

    Muttersprachlich oder zweisprachig

  • Italienisch

    Muttersprachlich oder zweisprachig

  • Deutsch

    Konversationssicher

Vor Ort möglich
Zurich (bis zu 50 km)

Projekt- und Berufserfahrung

  • UBS
    Portfolio Manager
    BANKEN & VERSICHERUNGEN
    Mai 2025 - Heute (1 Jahr und 1 Monat)
    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
    BANKEN & VERSICHERUNGEN
    Oktober 2023 - Mai 2025 (1 Jahr und 7 Monate)
    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
    BANKEN & VERSICHERUNGEN
    Februar 2022 - September 2023 (1 Jahr und 7 Monate)
    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
Gesamte Berufserfahrung von Alessandro ansehen

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Ausbildung und Abschlüsse

  • 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
Ausbildung und Abschlüsse von Alessandro ansehen

Fähigkeiten

Buchhaltung
Unternehmensfinanzierung
Liquiditätsplanung
Portfolio Management
Lending

Kategorien