Beppe Jaccarini Email & Phone Number

Malta

Malta

Milan, Lombardy, Italy

Milan, Lombardy, Italy

Dublin, Ireland

• Co-headed a post-graduate team (MSc and MBA students) of analysts in identifying, analysing and pitching equities across a range of sectors.• Prepared equity research reports and pitched the portfolio's strategy and stock investments to Portfolio Managers from Goodbody Stockbrokers.

Malta

• Compiled weekly economic reports providing insight into the latest market movements and each investment fund’s strategies and objectives.• Updated financial models and constructed analyses in preparation for the monthly fund factsheets.• Monitored trade activity of UCITS funds ensuring alignment with investment limits and objectives.

Malta

• Proposed and subsequently built a portfolio performance-tracking financial model for the bank’s entire wealth management client-base of approx. €300mn AUM.• Attended and documented investment committee meetings with senior management, gaining an insight into the bank’s investment and corporate strategy.• Assisted advisors in high-net worth client meetings providing investment advice and portfolio allocation.

Malta

• Demonstrated gap analysis techniques on a range of policies and procedures including those related to MiFID II.• Researched for the division’s business development and forward-looking engagements.• Took on a key role in an important bank engagement which involved the following:- Understanding, challenging and documenting the bank's business model and strategy including an analysis of historical financials and forecasts;- Simulating a macroeconomic and idiosyncratic stress… Show more • Demonstrated gap analysis techniques on a range of policies and procedures including those related to MiFID II.• Researched for the division’s business development and forward-looking engagements.• Took on a key role in an important bank engagement which involved the following:- Understanding, challenging and documenting the bank's business model and strategy including an analysis of historical financials and forecasts;- Simulating a macroeconomic and idiosyncratic stress testing framework, and assessing the impact on KPIs;- Coordinating and calculating capital and liquidity planning, factoring the bank's business strategy over a three-year horizon;- Documenting the reports containing the analysis and results for presentation to the bank's Board of Directors and national regulator. Show less

Malta

• Pursued a small business venture with the scope of offering tourists a 120m aerial view of the Maltese islands on a tethered helium balloon.• Conducted market research and industry analysis to eventually pitch an investment proposal to local entrepreneurs in seek of €1.1mn seed funding. • Winners of the 2016 HSBC Business Plan Challenge.

Msc Finance

Bcom (Hons.) In Accounting And Banking & Finance

Education record

Education record