Emanuele Petrarca
Milano
Summary
Professional with 20+ years of experience within the financial industry. Senior Portfolio Manager with demonstrated history of working in the Asset Management Industry on Total Return and Benchmarking Strategies. Skilled in portfolio construction, dynamic asset allocation, fund selection, performance attribution, risk contribution, client relationships and management.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Senior Portfolio Manager - Customized Mandates
Banca Generali Spa
2018.09 - Current
- Involved in Asset Allocation process to generate investment ideas to build market view.
- Collaborated with team members to develop customized investment solutions tailored to HNWI Clients.
- Mentored junior portfolio managers on industry best practices, investment concepts, and importance of maintaining disciplined approach to portfolio management.
- Established valuable relationships within financial community through networking efforts at industry events.
- Strong Focus in supporting Private Bankers in relationship with current and prospect Clients.
Head of Total Return Model Portfolios
Banca Generali Spa
2016.02 - 2018.08
- Responsible for the Asset Allocation process of Total Return Model Portfolios.
- Supporting the Fund Selection process in scouting Alternative Funds.
- Responsible for the Fund Selection of the Parent Company's Multiasset Strategy Funds.
Head of Model Portfolios - Discretionary Mandates
Banca Generali Spa
2014.11 - 2016.02
- Responsible for Asset Allocation of several Model Portfolios with different risk profile and with approach from Total Return to more benchmark linked.
- Support to Private Bankers and Clients in implementing the right set of investment strategies to match the desired asset allocation.
Fund Manager - Fixed Income
BG Fund Management Luxembourg
2012.01 - 2014.10
- Fund Manager of Four different Fixed Income UCITS OICR (Bg Selection Sicav Liquidity, BG Sicav Eurobond, Bg Sicav Flexible Eurobond, Generali Investment Sicav US Bond)
- Developed strong relationships with clients, effectively communicating market trends.
- Led investor meetings and conference calls, providing clear updates on fund performance and outlooks for future growth.
Head of Trading - Fixed Income
Banca Generali Spa
2007.02 - 2011.12
- Coordinated four traders in the Fixed Income Trading Desk
- Ensured compliance with industry regulations and legal requirements by implementing comprehensive policies and training programs for staff members.
- Enhanced relationship with Brokers, establishing new trading lines.
- Coordinated the project of automatization of bank's order book within the Bloomberg trading platform.
- Involved in the process of acquisition of new clients.
Trader - Fixed Income
Banca Generali Spa
2002.01 - 2005.01
- Responsible for Executing clients' OTC Bond Orders.
- Built strong relationships with clients by providing insightful market commentary and personalized investment advice.
Employee - Financial Relationship Department
Banca Generali
2002.01 - 2005.01
- Supported the Private Bankers in analyzing prospect clients' bond and equity portfolios managed by competitors.
- Supported the Clients in the 2001/2002 Tax Amnesty (Scudo Fiscale).
Education
Bachelor of Economics -
Università Degli Studi Di Udine
Udine, Italy03.2000
Skills
- Investment strategy
- Portfolio Management
- Asset Allocation
- Staff Management
- Presentation Skills
- Fund Selection
- Client Relations
- Wealth Management
Certification
Chartered Financial Analyst (CFA) - since July 2008
Alternative Investment Analyst Charter (CAIA Charter) - since January 2021
Languages
Italian
Bilingual or Proficient (C2)
English
Advanced (C1)
French
Intermediate (B1)
Timeline
Senior Portfolio Manager - Customized Mandates
Banca Generali Spa
2018.09 - Current
Head of Total Return Model Portfolios
Banca Generali Spa
2016.02 - 2018.08
Head of Model Portfolios - Discretionary Mandates
Banca Generali Spa
2014.11 - 2016.02
Fund Manager - Fixed Income
BG Fund Management Luxembourg
2012.01 - 2014.10
Head of Trading - Fixed Income
Banca Generali Spa
2007.02 - 2011.12
Trader - Fixed Income
Banca Generali Spa
2002.01 - 2005.01
Employee - Financial Relationship Department
Banca Generali
2002.01 - 2005.01
Bachelor of Economics -
Università Degli Studi Di Udine
Chartered Financial Analyst (CFA) - since July 2008
Alternative Investment Analyst Charter (CAIA Charter) - since January 2021
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