Nicola Cortassa
Luxembourg
Summary
Portfolio Manager with 10+ years of experience in the asset management industry ranging from Equities, Fixed Income, Asset allocation and multi-manager investment. Hands-on experience on cash & synthetic instruments, assessing overlay strategies, coding, marketing presentations.
Lived in Italy, China, Australia and currently Luxembourg.
Overview
13
13
years of professional experience
Work History
Senior Portfolio Manager
Teseo Capital Sicav SIF
04.2024 - Current
- Responsible for managing the equity component and supporting the hedge fund allocation within a multi-asset framework;
- Contribute to macro overlay strategies to enhance total return;
- Lead multiple projects, primarily focused on improving external fund manager monitoring processes and accelerating related activities;
- Active member of the investment committee.
Head & Senior PM - European and American Equity
Eurizon Capital SA
01.2020 - 04.2024
- Responsible for managing nine equity funds (approx. 3.5 B Eur) with different risk profiles(ESG, custom neutral factor tilts, min TEV);
- Supervisory activity of a team of two colleagues;
- Intense use of several software to speed up daily activity and improve efficiency in the management process;
- Development of quantitative model and systematic strategies currently implemented, FX hedging/tilting activity;
- Active participation in launching five funds (low tracking error and ESG, approx. 1B Eur);
- Marketing presentations and panel discussion.
Portfolio Manager - Equity Emerging Markets
Eurizon Capital SA
01.2018 - 12.2019
- PM activity on four funds, either with a top-down and bottom-up approach (approx. 2B Eur);
- Macro economic model for active overlay coupled with specific bottom-up analysis;
- For dedicated Smart Beta funds, active exposure via factor tilts/risk budgeting.
Portfolio Manager - Structured Product Desk
Eurizon Capital SA
11.2014 - 12.2017
- PM activity on capital protected products via options (OBPI strategies) or risk budgeting (CPPI, DPI);
- Development of a statistical framework to increase efficiency and effectiveness on daily operativity;
- Development of a statistical tool for screening instantly, in a quantitative perspective, series of funds;
- Active participation in the launch of a series of funds with the aforementioned methodologies (approx. 8B Eur).
Assistant Portfolio Manager - Fixed Income
Eurizon Capital SA
01.2013 - 12.2014
- Assistant money market and government portfolio manager (approx. 20B Eur);
- Derivative hedging strategies: government bond futures, FX hedging activity;
- Best execution (either on Bloomberg or Trade Web) of trades in the best clients' interest.
- Actively dealing with sell side institutions for allocation on the primary market.
Education
Master's degree - Finance
Università Carlo Cattaneo
09.2012
Bachelor Degree - Economics
University of Genoa
09.2010
Skills
- Bloomberg Terminal
- R
- Python
- VBA
- SQL
- Factset
- BPM
- MSCI ESG Platform
Languages
Italian
Bilingual or Proficient (C2)
English
Advanced (C1)
French
Advanced (C1)
Timeline
Senior Portfolio Manager
Teseo Capital Sicav SIF
04.2024 - Current
Head & Senior PM - European and American Equity
Eurizon Capital SA
01.2020 - 04.2024
Portfolio Manager - Equity Emerging Markets
Eurizon Capital SA
01.2018 - 12.2019
Portfolio Manager - Structured Product Desk
Eurizon Capital SA
11.2014 - 12.2017
Assistant Portfolio Manager - Fixed Income
Eurizon Capital SA
01.2013 - 12.2014
Bachelor Degree - Economics
University of Genoa
Master's degree - Finance
Università Carlo Cattaneo
Training
- Advances in Asset Allocation, EDHEC Risk Institute
- CFA, CFA Institute (passed all three examinations consecutively)
Hobbies and Interests
Travel, reading, sport, nature walking-hiking.
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