Federico Quaia

Federico Quaia Email and Phone Number

Investment Research Manager @ Findex
Sydney, NSW, AU
Federico Quaia's Location
Sydney, New South Wales, Australia, Australia
Federico Quaia's Contact Details

Federico Quaia work email

Federico Quaia personal email

n/a
About Federico Quaia

I am an Investment Research Manager at Findex, a diversified financial services company and the largest provider of Managed Discretionary Accounts in Australia. Having spent most of my professional experience in the financial services industry, I possess a strong background in investing and hold a Bachelor's degree in Applied Finance.My core competencies include conducting market analysis, assessing investment products, performing due diligence on fund managers across all major asset classes, and providing actionable insights to inform investment decisions. I am responsible for conducting thorough research on potential investments, which includes assessing fund managers, reviewing asset classes and market valuations, tracking macro market trends, and assessing risks.My contributions have helped the firm and the investment committee make informed decisions, achieving strong returns for our clients. The Findex flagship Balanced fund ranks in the top quartile amongst its peers for both absolute return and risk-adjusted basis over a 5-year period.In addition to my professional experience, I am a passionate Angel Investor and the Syndicate Lead at Exhort Ventures, an investment syndicate for Pre-Seed to Series A startups. I also remain a fellow member of the Sydney Angels network.Driven by the excitement of investing in early-stage startups and supporting incredible founders, I am particularly interested in new technologies and business models that have the potential to disrupt industries and create positive change. I am dedicated to identifying startups with high growth potential and providing the support and resources needed to help them succeed.My mission is to create a vibrant community of like-minded investors and entrepreneurs who are equally passionate about making a tangible difference through innovation.

Federico Quaia's Current Company Details
Findex

Findex

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Investment Research Manager
Sydney, NSW, AU
Federico Quaia Work Experience Details
  • Findex
    Investment Research Manager
    Findex
    Sydney, Nsw, Au
  • Findex
    Investment Research Manager
    Findex Mar 2024 - Present
  • Findex
    Investment Research Analyst
    Findex Jul 2021 - Mar 2024
    Sydney
    Findex is a diversified financial services company and the largest provider of Managed Discretionary Accounts in Australia, boasting over $9 billion in funds under management, in which I play a key role in the management and oversight of these assets.• Multi-asset class portfolio construction and implementation• Asset allocation – top-down macroeconomic research• Manager selection – bottom-up research• Fund of funds investing• Investment committee secretary• Investment management (400+ Funds)• Risk management• Bloomberg / FactSet / Morningstar
  • Findex
    Junior Investment Research Analyst
    Findex Jan 2020 - Jul 2021
    • Investments due diligence• Fund performance monitoring• Investment committee secretary• Moderating webinars • Backend portfolio administration • Streamlining processes• Support for Advisers
  • Exhort Ventures
    Syndicate Lead & Investor
    Exhort Ventures Jan 2024 - Present
    Pre-Seed to Series A startup investment syndicate.
  • Apollo
    Board Observer & Investor
    Apollo Aug 2023 - Present
    Apollo is an automated cybersecurity platform for startups and SMEs to achieve and maintain security compliance. As a Board Observer, I actively participate in board meetings and closely collaborate with the executive team to gain insights into corporate governance and strategic decision-making.
  • Sydney Angels
    Syndicate Member & Angel Investor
    Sydney Angels Oct 2022 - Present
    Sydney, New South Wales, Australia
    Sydney Angels is an angel group whose members invest in innovative early-stage companies with high growth potential. The investment process is entirely members driven. As a Sydney Angels member, I actively engage in:• Evaluating pitch decks• Sourcing deal flow • Leading syndicates • Assessing various business models• Evaluating financial models• Negotiating term sheets • Providing post-investment support to portfolio companiesWith a proven track record of nurturing startups, we don't just invest; we offer a network of experienced mentors, a growth-oriented platform, and passionate support for your dreams. If you are a founder seeking capital to scale your business, then you should consider applying for funding through Sydney Angels.Your journey is our journey.
  • Fortitude Private Wealth
    Financial Adviser Assistant
    Fortitude Private Wealth Jun 2018 - Dec 2019
    Sydney, Australia
    Fortitude is a self-licensed boutique High Net Worth Advisory firm specialising in wholistic financial advice. In this role, I've been supporting two financial advisers with the management of client investment portfolios and wholistic financial planning strategies as well as implementing systems and processes to enhance the business's operations.
  • Boq Specialist
    Client Service Consultant
    Boq Specialist Nov 2017 - Jun 2018
    Sydney, New South Wales, Australia
    BOQ Specialist is the Private Banking division of Bank of Queensland. My responsibilities covered the entire spectrum of retail banking products, including bank accounts, credit cards, and loans. Leveraging this deep understanding, I not only address client inquiries and concerns with precision and professionalism but also proactively identify cross-sale opportunities that align with their financial objectives.

Federico Quaia Skills

Teamwork Customer Service Time Management Interpersonal Skills Microsoft Office Proactive Monitoring First Aid Management Xplan Investments Financial Analysis Corporate Finance Financial Planning Risk Management Finance Portfolio Management Investment Strategies

Federico Quaia Education Details

  • Cfa Institute
    Cfa Institute
    Level 1
  • Tafe Nsw
    Distinction
  • Private School Ambrosiano
    Private School Ambrosiano
    Information Technology

Frequently Asked Questions about Federico Quaia

What company does Federico Quaia work for?

Federico Quaia works for Findex

What is Federico Quaia's role at the current company?

Federico Quaia's current role is Investment Research Manager.

What is Federico Quaia's email address?

Federico Quaia's email address is fq****@****.com.au

What schools did Federico Quaia attend?

Federico Quaia attended Cfa Institute, Tafe Nsw, Private School Ambrosiano.

What skills is Federico Quaia known for?

Federico Quaia has skills like Teamwork, Customer Service, Time Management, Interpersonal Skills, Microsoft Office, Proactive Monitoring, First Aid, Management, Xplan, Investments, Financial Analysis, Corporate Finance.

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