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Pascal Truaisch Email & Phone Number
Portfolio Management Analyst
at
Triatlum Advisors AG
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Portfolio Management Analyst
Location
Lugano, Ticino, Switzerland
Company size
Who is Pascal Truaisch? Overview
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Quick answer
Pascal Truaisch is listed as Portfolio Management Analyst at Triatlum Advisors AG, a company with 10 employees, based in Lugano, Ticino, Switzerland. AeroLeads shows a matched LinkedIn profile for Pascal Truaisch.
Pascal Truaisch previously worked as Investment Operations Assistant at Efg Asset Management (Efgam) and Ambassador at Zeta Movement. Pascal Truaisch holds Banking & Finance from Centro Studi Villa Negroni.
Company email context
Email format at Triatlum Advisors AG
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Triatlum Advisors AG
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Profile bio
About Pascal Truaisch
Investment Operations Assistant at EFGAM, the Asset Management subsidiary of EFG Bank, one of the leading private banks in Switzerland; I passed the CFA Level 1 in April ‘24.Being passionate about psychology and mental health made me found Aperta-mente, an early stage startup which aims to help people in need to find the most suitable psychologist through a dedicated platform.My great attention to detail and my meticulousness often helps me to identify and solve problems of various kinds. Having a critical and pragmatic approach, along with a strongly empathic attitude are the aspects colleagues and peers value the most about myself.
Current workplace
Pascal Truaisch's current company
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Triatlum Advisors Ag
7 roles
Pascal Truaisch work experience
A career timeline built from the work history available for this profile.
Investment Operations Assistant
Current- Responsible of implementing, monitoring, and rebalancing EUR Signature portfolios (200M EUR AUM)
- Daily support to Portfolio and Fund Managers, CROs, and Investment Counsellors
- Compliancy, trades, and operational reporting
- Built from scratch a tool to create automated performance report and factsheet with key metrics for CH managed strategies in various currencies
- Automated with Python the daily control for booking mismatches of European mandates and funds
- Automated with Python the daily compliance check for Swiss mandates and funds
Sep 2022 - Present
Ambassador
CurrentAmbassador of ZETA Movement, a network of young people who want to destigmatize mental health issues and related topics through seminars in schools.
May 2024 - Present
Founder
Current
Oct 2022 - Present
Private Banking
- Preparation and review of account openings (Individual, Company, PIC), valuations, and investment proposals
- Attending client meetings with active participation (financial matter questions and pitching to prospects)
- Handling payments, orders (stocks, options, bonds), bureaucratic, and KYC processes
Mar 2022 - Sep 2022
Compliance Conduct Risk
- Conducting quarterly controls on Market Abuse and reporting on Bloomberg
- Investigation and reporting on suspect or non-compliant trades and operations
- Monitoring of employees’ compliancy with directives (Market Abuse and Travel Regulations)
Sep 2021 - Mar 2022
Hr - Learning & Development
- Publication and management of internal courses along with feedbacks handling and filing
- Support to HRIS & Analytics team during the implementation of Oracle Fusion
- Creation of presentations and collaborating to the draft of the new L&D website
Aug 2020 - Aug 2021
Team & coworkers
Colleagues at Triatlum Advisors AG
Other employees you can reach at triatlum.com. View company contacts for 10 employees →
3 education records
Pascal Truaisch education
Banking & Finance
Banking & Finance
Federal Diploma Of Vocational Education And Training - Economics, Banking, And Finance
Commercial Professional Center
FAQ
Frequently asked questions about Pascal Truaisch
Quick answers generated from the profile data available on this page.
What company does Pascal Truaisch work for?
Pascal Truaisch works for Triatlum Advisors AG.
What is Pascal Truaisch's role at Triatlum Advisors AG?
Pascal Truaisch is listed as Portfolio Management Analyst at Triatlum Advisors AG.
Where is Pascal Truaisch based?
Pascal Truaisch is based in Lugano, Ticino, Switzerland while working with Triatlum Advisors AG.
What companies has Pascal Truaisch worked for?
Pascal Truaisch has worked for Triatlum Advisors Ag, Efg Asset Management (Efgam), Zeta Movement, Aperta-Mente, and Efg Bank.
Who are Pascal Truaisch's colleagues at Triatlum Advisors AG?
Pascal Truaisch's colleagues at Triatlum Advisors AG include Emiliya Rama, Frédéric Revillard, Ciia, and Jacopo Filippini.
How can I contact Pascal Truaisch?
You can use AeroLeads to view verified contact signals for Pascal Truaisch at Triatlum Advisors AG, including work email, phone, and LinkedIn data when available.
What schools did Pascal Truaisch attend?
Pascal Truaisch holds Banking & Finance from Centro Studi Villa Negroni.
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