You're seeing this page as if you were . The main menu is still yours, though. Exit from immersion
Alessandro LongeriAL

Alessandro Longeri

Portfolio Manager

250 €/jour
Zurich, CH
3-7 ans

Délai de réponse moyen : 1h

À propos de 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.
  • Anglais

    Bilingue ou natif

  • Italien

    Bilingue ou natif

  • Allemand

    Capacité professionnelle limitée

Accepte de travailler sur site
Zurich (jusqu’à 50 km)

Expériences

  • UBS
    Portfolio Manager
    BANQUE & ASSURANCES
    mai 2025 - Aujourd'hui (1 an et 1 mois)
    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
    BANQUE & ASSURANCES
    octobre 2023 - mai 2025 (1 an et 7 mois)
    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
    BANQUE & ASSURANCES
    février 2022 - septembre 2023 (1 an et 7 mois)
    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

Recommandations

Soyez le premier à recommander Alessandro

Contribuez à la réussite de ce freelance en partageant votre expérience de collaboration avec lui.

Ces profils de freelance correspondent également à vos critères

AgathaA

Agatha Frydrych

Backend Java Software Engineer

4.7

(3)

2

BaptisteB

Baptiste Duhen

Fullstack developer

4.6

(4)

5

AmedA

Amed Hamou

Senior Lead Developer

4

(2)

7

AudreyA

Audrey Champion

Web developer

4.3

(3)

4

Formations

  • 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

Compétences

Catégories