GIAN MARIO BEATO
Porto San Giorgio
Summary
Analytical thinker with a passion for problem-solving, particularly in Mathematics and Fin-tech. Known for being trustworthy, reliable, and resourceful. Committed to continually expanding knowledge and skills and eager to embrace new opportunities for learning and growth.
Developed leadership and analytical skills in high-pressure environment, focusing on strategic planning and operational efficiency. Proven ability to manage complex projects and drive team success. Seeking to transition into new field, leveraging these strengths to bring value to diverse industries.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Client Relationship Senior Officer
Adepa Asset Management
06.2024 - Current
- Manage daily operations of Luxembourg-based UCITS and AIFs ensuring compliance and efficiency.
- Partner with institutional clients on strategic initiatives and lead projects related to fund launches, mergers, restructurings and distribution
Client Relationship Officer
Adepa Asset Management
06.2023 - 06.2024
- Developed lasting relationships with both internal and external partners, fostering an environment of collaboration and mutual support for achieving shared goals.
- Enhanced client satisfaction by effectively resolving issues, ensuring smooth transactions, and maintaining clear communication.
Director Of Operations
IRIDE
08.2022 - 06.2023
- Company Overview: a recently funded italian fintech startup operating in the European Private Equity and Venture Capital market
- Direct all business areas of Iride
- A recently funded italian fintech startup operating in the European Private Equity and Venture Capital market
Senior Associate
PWC
06.2022 - 08.2022
- Company Overview: Capital Markets & Accounting Advisory
- Conduct business due diligence and balance sheet forecast analysis for financial institutions' M&A and NPL transfers;
- Assist Gruppo Generali in the implementation of a new valuation method for country group's investment portfolio
- Capital Markets & Accounting Advisory
Associate
PWC
12.2021 - 06.2022
- Company Overview: Capital Markets & Accounting Advisory
- Capital Markets & Accounting Advisory
Audit Consultant
KPMG
10.2020 - 12.2021
- Company Overview: KPMG - Financial Services
- Performed control procedure over process risk points and analyzed strategic balance sheets' accounts of major italian banks;
- Supported management in Due Diligence over IPO's and acquisitions' proposal
- KPMG - Financial Services
Head of Audit and Head of R&D departments
JECatt
10.2018 - 12.2020
- Company Overview: Junior Enterprise dell'Università Cattolica
- Developed automated business analysis tools and data providers' analysis for financial modelling;
- Managed the pursue of ISO 9001 certification;
- Designed and monitored over 50 KPIs in order to improve the project management workflow of 5 areas;
- Accomplished 10+ coaching for partner associations and peer students from several Italian universities
- Junior Enterprise dell'Università Cattolica
Audit Intern
KPMG
08.2020 - 09.2020
- Company Overview: KPMG - Financial Services
- KPMG - Financial Services
Business Analyst
LEANUS
05.2019 - 04.2020
- Realized italian fintech companies' market analysis through balance sheet review, risk assessment and financial modelling
Business Analyst Intern
ALMACUBE
04.2018 - 07.2018
- Advanced scaling cost estimates for 4 startups' funds request to +100 venture capital firms, business angels and institutional investors;
- Gathered investors and partners in StartUp Day, the biggest student entrepreneurship event in Italy with over 6 mln € invested in startups
Education
Master of Science - MSc - Banking and Finance
Catholic University of The Sacred Heart
Milan, Italy01.2020
Undergraduate Exchange Program - Economics
University of California, Paul Merage Business School
Irvine, California01.2018
Bachelor's Degree - BSc - Ecomonics and Finance
University of Bologna, Alma Mater Studiorum
Bologna, Italy01.2018
Summer Program - Sociology and Global Leadership
Universiteit Utrecht
Utrecht, Netherlands01.2016
World Exchange Program - WEP - Sixth Former
Thomas More Catholic School
London, UK01.2014
Skills
- Excel
- R
- MATLAB
- Phyton
- Tableau
- Bloomberg
- SAP
- Time Management
- Goal Oriented
- Teamwork
- Public Speaking
- Adaptability
- Precision
- Reliability
- Leadership
- Strong empathy
- Strategic planning
- Operations oversight
- Leadership qualities
Certification
- D.E.L.E., 06/01/20, 28/30 (CEFR score: B2)
- Academic IELTS Certificate, 01/01/19, Overall score: 8.0/9.0 (CEFR equivalent: C2)
- GMAT, 01/01/18, 700
- IBM Machine Learning with Python, 01/01/21
- BMC: Bloomberg Market Concept, 01/01/20
- GIMI Innovation Management Institute - Level 1, 01/01/20
Languages
Italian
English
Spanish
French
Further Activities
JECatt - Junior Enterprise dell'Università Cattolica, Milan, Italy, 10/01/18, 12/31/20, Head of Audit and Head of R&D departments., Developed automated business analysis tools and data providers' analysis for financial modelling., Managed the pursue of ISO 9001 certification., Designed and monitored over 50 KPIs in order to improve the project management workflow of 5 areas., Accomplished 10+ coaching for partner associations and peer students from several Italian universities.
Hobbies and Interests
- Technology & Innovation
- Travelling
- Musician (Piano, Bass)
- Basketball player
Personal Information
- Profession: Director of Operations
- Place of Birth: BO
- Date of Birth: 11/14/96
Timeline
Client Relationship Senior Officer
Adepa Asset Management
06.2024 - Current
Client Relationship Officer
Adepa Asset Management
06.2023 - 06.2024
Director Of Operations
IRIDE
08.2022 - 06.2023
Senior Associate
PWC
06.2022 - 08.2022
Associate
PWC
12.2021 - 06.2022
Audit Consultant
KPMG
10.2020 - 12.2021
Audit Intern
KPMG
08.2020 - 09.2020
Business Analyst
LEANUS
05.2019 - 04.2020
Head of Audit and Head of R&D departments
JECatt
10.2018 - 12.2020
Business Analyst Intern
ALMACUBE
04.2018 - 07.2018
Master of Science - MSc - Banking and Finance
Catholic University of The Sacred Heart
Undergraduate Exchange Program - Economics
University of California, Paul Merage Business School
Bachelor's Degree - BSc - Ecomonics and Finance
University of Bologna, Alma Mater Studiorum
Summer Program - Sociology and Global Leadership
Universiteit Utrecht
World Exchange Program - WEP - Sixth Former
Thomas More Catholic School
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