Bruno Petrozzi Email & Phone Number

Les Acacias, Canton Of Geneva, Switzerland

Geneva

• Portfolio Manager of a Fixed Income SICAV worth $ 950 million, which was invested mainly in High Grade credits.
• Beat the Citigroup Corporate 1 to 10 year Index by 35 and 18 bps in 2010 and 2011 when adjusted for duration despite having an AA average rating compared to a A- for the benchmark.
• Member of the SICAV Investment Committee and responsible for the Portfolio‘s market and credit risk analysis, investment recommendations, implementation and follow up.
• Presented results on a monthly basis to the Investment Committee and handed written report that included market analysis, fund performance, trades implemented and the logic behind them.
• Managed a $470 million portfolio of High Net-Worth Individuals, which grew from 4 to 41 mandates from January to September 2009.
• Doubled objective set in terms of Net New Money flows, increasing AUM by $ 41 million during first year in APA.

• Structure client’s portfolios based on return objectives, risk profile and constraints.
• Actively manage portfolios, updating clients on market trends and proposing adequate asset allocation and investment ideas.
• Market the Advisory and Managed Account services of the Bank in the Andean Region.
• Member of the Asset Allocation Committee of Santander BPI.

• In charge of the Fixed Income Emerging Market product. Make active recommendations on sovereign and corporate debt, primary issues and buy back operations.
• Analyze EMD distressed universe and made recommendations on restructuring processes based on the value they bring to clients.

• Manage actively BPI’s Emerging Markets Model Portfolio beating the JMP LEI benchmark by 72 bbpp with a duration equivalent to 1/3 of the index.
• Perform fundamental and technical analysis of the credits to be included in the Model Portfolio.

• Drafted daily and weekly reports that included a market overview and investment recommendations on emerging markets fixed income securities.
• Conduct daily morning strategy calls to International Private Banking Executives summarizing and evaluating market trends and macroeconomic indicators in emerging economies.
• Responsible for the trading execution of different fixed income products such as government bonds, agencies, high-grade credits and sovereigns.

• Responsible for the execution of the bank’s proprietary trades in fixed income, equity, derivatives and foreign exchange.
• Responsible for the creation of investment pools and equity-structured products, such as capital protected baskets and linked notes that target high net worth individuals.
• Developed and recommended investment strategies in fixed income and equity securities using detailed analysis to identify swap and arbitrage opportunities in Latin American and U.S. markets.
• Managed a local equity fund using relative value, fundamental analysis and derivative strategies, outperforming the benchmark in 2.5% on average during its administration.

• In charge of a $100 million commercial loan portfolio in the leading banking institution of Peru.
• Assisted senior executives on valuation of Banco de Venezuela, serving as lead analyst of the commercial loan portfolio.
• Contributed to the development of a domestic strategy that resulted in the sale of $200 million in government-owned stock of Telefonica del Peru during its privatization process.
• Performed financial statement analysis, prepared comprehensive credit reports, established credit facilities and sustained them before the Credit Committee of the bank.

Mba, Finance

Ba, Business

Chartered Financial Analyst