Luca Terzi Email & Phone Number

Turin, It

Torino Torino, Piemonte, Italia

- Coordination and monitoring of extraordinary business operations- Balance sheet analysis and economic valuations through the main company valuation methods (in particular Non-Life and Life insurance companies, banks and financial companies, Fintech / Insuretech startups)- Supporto e coordinamento della fase di due diligence e per la predisposizione dei documenti specifici delle operazioni di M&A (NDA, NBO, SPA)- Due diligence activities and draw up of specific documents of M&A… Show more - Coordination and monitoring of extraordinary business operations- Balance sheet analysis and economic valuations through the main company valuation methods (in particular Non-Life and Life insurance companies, banks and financial companies, Fintech / Insuretech startups)- Supporto e coordinamento della fase di due diligence e per la predisposizione dei documenti specifici delle operazioni di M&A (NDA, NBO, SPA)- Due diligence activities and draw up of specific documents of M&A transactions (NDA, NBO, SPA)- Periodic information to the BoD and communications to the Supervisory Authority- Relations with advisors and internal counterparties (notary, tax, accounting, legal, organization, insurance business departments ...)- Engagement Policy and regulatory requirementes ex Regolamento IVASS 46/2020- Support Capital Management activities (performance, financing transactions, allocation profiles) Show less

Turin Area, Italy

- Financial report on balance sheet and income statement data of all Group portfolios, addressed to Top Management- Monitor the performance of the group's portfolios through performance attribution and contribution analysis- Conduct sensitivity analysis and stress test in order to assess the impact of different financial shocks on asset portfolio- Define the strategic asset allocation according to the risk appetite, the macroeconomic views and the limits set by the Investment… Show more - Financial report on balance sheet and income statement data of all Group portfolios, addressed to Top Management- Monitor the performance of the group's portfolios through performance attribution and contribution analysis- Conduct sensitivity analysis and stress test in order to assess the impact of different financial shocks on asset portfolio- Define the strategic asset allocation according to the risk appetite, the macroeconomic views and the limits set by the Investment Policy- ALM analysis focused on Non-Life portfolios, aiming to monitor quarterly cash flow matching, duration gap, unrealized gain&losses Show less

- Calculation of NAV of unit-linked funds on a weekly/quarterly basis and communication of it to stakeholders, outside or in-house- Daily updating of position keeping and financial accounting software (SimCorp Sofia), importing and checking prices and transactions of the securities held in portfolio.

Master'S Degree, Master In Insurance Innovation

Laurea Magistrale Lm, Corporate Finance And Financial Markets

Core subjects: Mathematics for Finance, Risk Management, Corporate Finance, Technical analysis, Merger&Aquisition, Private and Corporate.

Laurea Triennale, Banking, Finance And Insurance

Core subjects: Financial Markets, Methods and Model for Financial Markets, Bank Management, Accounting, Macroeconomics, Microeconomics.

Education record