Overview
Work History
Education
Skills
Certifications
Languages
Timeline
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GIACOMO SCUTTI

Via A. Manuzio 7, 20124 Milano,

Overview

6
6
years of professional experience

Work History

Assistant Private Banker Analyst

Intesa Sanpaolo Private Banking, Northern Lombardy HNWI Hub
07.2021 - Current
  • Developing tailored solutions to meet individual private banking needs (in particular, investment mandates and credit lines).
  • Coordinating the activity of client acquisition with a specific focus on high-net-worth individuals.
  • Working directly with clients investing minimum of €3 million and started to develop my own portfolio.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.

Corporate Finance Intern

Anteos Capital Advisors
04.2021 - 06.2021
  • Handled financial modelling, company valuation, financial statements analysis and reclassification for M&A, DCM and ECM deals.
  • Analysed potential buyers/targets in terms of financials, strategy, business plans and shareholder structure.
  • Executed sellers/buyers due diligence.
  • Performed detailed industry researches (in particular, the pharmacy and utilities sectors).

Wealth Management Intern

Rothschild & Co
11.2019 - 05.2020
  • Assisted clients with preparing portfolio reviews and pitches, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Monitored and studied liquidity events to spot prospect clients and new business opportunities.
  • Provided administrative support to team of wealth management experts creating advice-based solutions.

Credit Risk Management Intern

Deutsche Bank Wealth Management
07.2018 - 12.2018
  • Evaluated loan applications through a meticulous analysis of investments’ credit risk to draft credit decisions.
  • Produced and filed reports to inform the Credit Council and the Board of Directors of current lending activities.
  • Executed analysis of risks and identified risk mitigation strategies.
  • Contributed to the launch of the art lending facility in Italy, reporting directly to the Head of WM Southern Europe.

Junior Relationship Manager Assistant

Intesa Sanpaolo Corporate & Investment Banking
06.2017 - 08.2017
  • Supervised a project to research and evaluate potential new customers for the Italian Desk.
  • Analysed client portfolios to identify possible ways to enhance revenues and improve profitability.
  • Dealt with a project to find business opportunities with French companies in the renewable energy sector.


Education

Master of Science - Finance, Major in Investment Banking

Bocconi University
Milan, Italy
04.2020

Bachelor of Science - International Economics And Finance

Bocconi University
Milan, Italy
10.2017

Secondary School Diploma -

Liceo Scientifico Fulcieri Paulucci Di Calboli
Forlì, Italy
07.2014

Skills

  • Investment Management
  • Portfolio Analysis
  • Investment Banking
  • Giving Presentations
  • Detailed Analysis
  • Tailoring Products
  • Cross-Selling Expertise
  • Fixed Income Investments
  • Corporate Social Responsibility
  • Financial Advising
  • Loans
  • Sales Expertise
  • New Business Development
  • Business Development
  • Real estate

Certifications

  • EFPA ESG AdvisorEFPA ESG Advisor, EFPA Europe │ European Financial Planning Association, Jul. 2023
  • Goethe-Zertifikat A1, Goethe-Institut e.V., Jul. 2022
  • Assessment test for the Single Register of Financial Advisors (Italy), Organismo di Vigilanza e tenuta dell'albo unico dei Consulenti Finanziari, Feb. 2022
  • IELTS level C1, British Council, Jul. 2019
  • DELF level B2, Ministère de l'Éducation nationale et de la Jeunesse, Dec. 2016

Languages

Italian
Bilingual or Proficient (C2)
English
Advanced (C1)
French
Upper intermediate (B2)
German
Beginner (A1)

Timeline

Assistant Private Banker Analyst

Intesa Sanpaolo Private Banking, Northern Lombardy HNWI Hub
07.2021 - Current

Corporate Finance Intern

Anteos Capital Advisors
04.2021 - 06.2021

Wealth Management Intern

Rothschild & Co
11.2019 - 05.2020

Credit Risk Management Intern

Deutsche Bank Wealth Management
07.2018 - 12.2018

Junior Relationship Manager Assistant

Intesa Sanpaolo Corporate & Investment Banking
06.2017 - 08.2017

Master of Science - Finance, Major in Investment Banking

Bocconi University

Bachelor of Science - International Economics And Finance

Bocconi University

Secondary School Diploma -

Liceo Scientifico Fulcieri Paulucci Di Calboli

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