Nicola Lupi
Milan
Panoramica
7
7
years of professional experience
Esperienza lavorativa
Business Strategy, Transformation and CEO Office
Generali Investments Holding
Milan
09.2021 - ad oggi
- Drove PMO activities on key strategic initiatives, acting as a central coordination point between senior management and multiple business functions
- Supported the set-up of a Luxembourg-based management company, particularly contributing to the definition of the business plan and to regulatory workstreams
- Led a division-wide restructuring of the Asset Management platform (11 legal entities), with a targeted €10–15 million run-rate synergy impact
- Supported execution of major, business-transforming M&A transactions through strategic analysis and cross-stakeholder coordination
- Coordinated the end-to-end launch of a renewable infrastructure equity SGR operating across Italy, the UK and Australia
- Supported the development and implementation of multi-year strategic plans, translating strategic priorities into executable initiatives
- Produced market intelligence, industry insights and benchmarking analyses in Asset Management to inform C-level strategic decisions
IBD Client Training
Morgan Stanley
London
10.2025 - 11.2025
- Selected as a top performer to attend an intensive Investment Banking training program at Morgan Stanley (London)
Audit
KPMG S.p.A.
Milan
01.2021 - 04.2021
- Conducted audits for retail and luxury sector clients, ensuring compliance with regulatory standards
- Analyzed financial statements and internal controls
Financial controlling
Swinger International Spa
Verona
07.2018 - 08.2018
- Supported the controller in various financial tasks.
Istruzione
Master of Science - Management and Finance
Bocconi University
Milan09.2021
Bachelor - Management and Business Administration
Bocconi University
Milan09.2019
Exchange Program - Management and Finance
University of Ottawa
Ottawa01-2019
LANGUAGES & CERTIFICATIONS
- Languages: Italian (Native), English (Fluent), Spanish (Intermediate)
- Certifications: Financial Edge (Oct 25 - released as part of the Morgan Stanley IBD Client Training Programme), ECDL / ICDL
- Digital Skills: Word (Advanced), Power Point (Advanced), Excel (Advanced), VBA (Basic), R (Basic)
Cronologia
IBD Client Training
Morgan Stanley
10.2025 - 11.2025
Business Strategy, Transformation and CEO Office
Generali Investments Holding
09.2021 - ad oggi
Audit
KPMG S.p.A.
01.2021 - 04.2021
Financial controlling
Swinger International Spa
07.2018 - 08.2018
Master of Science - Management and Finance
Bocconi University
Bachelor - Management and Business Administration
Bocconi University
Exchange Program - Management and Finance
University of Ottawa