Senior Financial Advisor
CurrentPrivate and corporate financial advisory.All investments must be Consob Compliant and delivered through Allianz Bank platformInvestment solutions:- Fixed Income, Equity and Mutual Funds allocation. - Financial products research and analysis.- Bond Picking, Yield and Forward curve, bond pricing, Duration and Convex.- Equity advisor (Stock Picking, Market Ratios, Top down and bottom up approach)- Index ETF/ETC (long/short, leveraged, portfolio hedging)- All Mutual Fund (GMV and TP portfolio, Ratios, Backtest). Fact sheet analysis- Portfolio Management by Investitori SGR (A company of Allianz Spa)- Unit Linked, Life Insurance, Pension Funds and all Insurance SolutionsInvestment approach:- Risk Analysis (historical and estimated VAR, Expected Shortfall, Synthetic Risk Indicator, Variance and Covariance Matrix)- Discretionary strategies with quantitative approach (target risk/return, Var sensitivity and time horizon).- Momentum- Daily spreadsheet revision (Excel, Bloomberg, PowerPoint)- Customer focus. Supporting Private Bankers with PPT presentation, news, email and meetings cooperation- One to One meeting with Fund Managers