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Marco Palumbo Email & Phone Number
Middle Officer
at
Anaïs Ventures SA
1 phone found
area 866
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Middle Officer
Location
Geneva, Geneva, Switzerland
Company size
Who is Marco Palumbo? Overview
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Quick answer
Marco Palumbo is listed as Middle Officer at Anaïs Ventures SA, a company with 9 employees, based in Geneva, Geneva, Switzerland. AeroLeads shows phone signal with area code 866 and a matched LinkedIn profile for Marco Palumbo.
Marco Palumbo previously worked as Senior Portfolio Analyst at Dapm Sa and Portfolio Analyst and Reporting Accountant at Dapm Sa. Marco Palumbo holds First Level Of Certified Public Accountant (Cpa) from Expertsuisse.
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Email format at Anaïs Ventures SA
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Anaïs Ventures SA
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Profile bio
About Marco Palumbo
Holder of the first level of Certified Pulic Accountant (EXPERTsuisse), a Master's degree in Accounting, Control and Finance (HEC Lausanne) and a Bachelor's degree in Business Administration (GSEM). Three years of experience as (Senior) Portfolio Analyst at a leading Swiss fintech firm, specialized in the consolidation, monitoring, reporting, analysis, and accounting of portfolios for UHNWI, Family Offices and corporate clients. A year and a half of experience as Financial Auditor at a Big 4 audit firm (mainly banks & trading companies).Four months internship (Finance, M&A, and CRM) at a U.S. listed biotechnology company in Boston (USA).
Listed skills include Economics, Microsoft Excel, Microsoft Office, Microsoft Word, and 6 others.
Current workplace
Marco Palumbo's current company
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Anaïs Ventures Sa
6 roles
Marco Palumbo work experience
A career timeline built from the work history available for this profile.
Middle Officer
Current
Sep 2024 - Present
Senior Portfolio Analyst
- Client Relationship Management (UHNWI, Family Offices and corporate companies)
- Consolidating and monitoring client portfolios data (transactions, instruments and prices)
- Analysing valuations, calculating losses, profits, cash flows, fees and taxes
- Monitoring of investment guidelines, risk limits and all other parameters of portfolio management
- Designing and producing tailor-made financial reports for clients
- Collaborating with banks, custodians and asset managers
Jan 2023 - Aug 2024
Portfolio Analyst And Reporting Accountant
- Consolidating UHNWI, Family Offices and companies' financial instruments portfolios andmanaging the monitoring and financial control of the data
- Analyzing existing data and creating ongoing reports for clients
- Preparing accounting reports (General Ledger, Trial Balances, Chart of Accounts) for clients using IFRS, French and Italian GAAP accounting standards
Aug 2021 - Jan 2023
Financial Services Auditor
- Auditing of private banks and other financial institutions in compliance with Swiss bank law (BankG) as well as Stock Exchanges and securities Trading Act (SESTA).
- Auditing of international stand-alone and consolidated accounts according to national and international accounting principles, in particular Accounting Rules for Banks (Circ.-FINMA 15/1) under the supervision of an.
- Auditing of limited statutory stand-alone accounts active in trade, industries and services
- Auditing of Internal Control Systems
- Assessment of companies’ eligibility of loans granted by SECO during Covid-19 crisis
Feb 2019 - Jun 2020
Finance And M&A Intern
- Finance
- Responsible for issuing weekly sales performance reports (for US and Canada)
- Financial analyses of sales performance by customer, by country and by productMerger & Acquisition
- Collaborated in the valuation of a commercial agreement with a pharmaceutical company
- Review of the acquisition plans, purchase/merger agreements, LOI and due diligence reportsCredit Risk Management
- Review of the global customer base using Dun & Bradstreet and Credit Risk Monitor tools
Mar 2017 - Jun 2017
3 education records
Marco Palumbo education
First Level Of Certified Public Accountant (Cpa)
Master In Accountig, Control And Finance (Macf)
Bachelor In Business Administration (Bba)
FAQ
Frequently asked questions about Marco Palumbo
Quick answers generated from the profile data available on this page.
What company does Marco Palumbo work for?
Marco Palumbo works for Anaïs Ventures SA.
What is Marco Palumbo's role at Anaïs Ventures SA?
Marco Palumbo is listed as Middle Officer at Anaïs Ventures SA.
What is Marco Palumbo's phone number?
AeroLeads has found 1 phone signal(s) with area code 866 for Marco Palumbo at Anaïs Ventures SA.
Where is Marco Palumbo based?
Marco Palumbo is based in Geneva, Geneva, Switzerland while working with Anaïs Ventures SA.
What companies has Marco Palumbo worked for?
Marco Palumbo has worked for Anaïs Ventures Sa, Dapm Sa, Pwc, and Charles River Laboratories.
How can I contact Marco Palumbo?
You can use AeroLeads to view verified contact signals for Marco Palumbo at Anaïs Ventures SA, including work email, phone, and LinkedIn data when available.
What schools did Marco Palumbo attend?
Marco Palumbo holds First Level Of Certified Public Accountant (Cpa) from Expertsuisse.
What skills is Marco Palumbo known for?
Marco Palumbo is listed with skills including Economics, Microsoft Excel, Microsoft Office, Microsoft Word, Statistics, Probability, Microeconomics, and Macroeconomics.
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