Giulio De Meo Email & Phone Number

Barcelona, Ct, Es

Barcelona, Catalonia, Spain

Accurate Fund Valuation• Conducted detailed assessments of internally managed funds, ensuring precise daily net asset value (NAV) calculations through recognized methodologiesAnalysis of Underlying Assets• Evaluated assets such as equities, bonds, and other financial instruments to maintain consistent and transparent valuationsCross-Departmental Collaboration• Worked with portfolio management and operations team to provide accurate information supporting strategic decision-making

Madrid, Comunidad De Madrid, España

During my time at CaixaBank Asset Management, I had the privilege to gain extensive exposure to the core departments within the Investment area. I rotated weekly, working closely with different portfolio managers, which allowed me to acquire a broad understanding of various investment strategies and approaches. The departments I engaged with included Fixed Income, Equities, Discretionary Portfolio Management, Wealth Management Client Portfolios, and Fund Selection. Additionally, I gained valuable insights into the Back Office, particularly within the Valuation and Performance department. This experience enhanced my ability to analyze market trends, evaluate investment opportunities, understand client needs, and comprehend the operational aspects of asset management, equipping me with a well-rounded perspective on the industry.

San Remo, Liguria, Italy

Assisted a Financial Advisor at Banca Widiba by supporting investment recommendations and evaluating investment risks. Responsibilities included analyzing financial markets, tracking portfolio performance, and ensuring alignment of investment strategies with client goals. This role provided a strong foundation in both investment analysis and client advisory services.

Estepona, Andalusia, Spain

Successfully manage customer needs and provide high-quality services.Skills applicable to the financial sector, where managing customer relationships and providing personalized recommendations are crucial.

Master In Financial Markets & Asset Management, Master

Bachelor Of Business Administration - Bba

Business Administration And Management, General

1st year of Bachelor in Business Administration

Esabac