Roberto Russo

Roberto Russo

Relationship accounting officer

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  • Timeline

  • About me

    Executive MBA candidate & Manager Private Markets Monitoring presso Lombard International Group

  • Education

    • Luiss Guido Carli University

      2015 - 2017
      Master's degree Finance, General 106/110

      Finance quantitative master with a final thesis on the management of an Islamic investment portfolio. Relevant courses: M&A, mathematical methods, asset management and corporate finance.

    • POLIMI Graduate School of Management

      2023 - 2025
      Executive MBA
    • Dipartimento di management - Università La Sapienza di Roma

      2011 - 2015
      Bachelor's degree Banking and Financial Support Services
  • Experience

    • Intertrust Group

      Sept 2017 - Aug 2018
      Relationship accounting officer

      • Cash and financial statements’ preparation and management for investment funds;• Corporate finance tasks: analysis of the clients’ financial statements;• Maintenance of the relationships with international clients.

    • The Blackstone Group

      Sept 2018 - Jan 2019
      Junior Associate

      BRE Europe Investment (Blackstone Real Estate Investment)

    • Lombard International Group

      Feb 2019 - now

      • Monitoring and supervising a diversified portfolio of assets including Private Equity, Real Estate, Distressed Assets, and private commercial companies. Managed all market sectors covered by the company, ensuring strong relationships with fund managers, clients, advisors, and internal teams (finance, fund accounting, client services, risk, legal).• Preparing valuations for private assets and conducted comprehensive reviews of associated risks and corporate governance item;• Participating in around 30 AGMs per year for private assets held as major shareholder;• Leading a team of up to 9 professionals, overseeing Assets under Administration (AuA) of around 8 billion Euros.• Assigned on team’s KPIs, reports preparation on business trends, spearheaded internal projects focused on process improvement; Show less

      • Private Markets Monitoring Manager

        Apr 2023 - now
      • Supervisor Private Markets Monitoring

        Oct 2021 - Mar 2023
      • Senior Private Markets Monitoring Analyst

        Apr 2021 - Sept 2021
      • Private Markets Monitoring Analyst

        Feb 2019 - Mar 2021
  • Licenses & Certifications

    • Islamic Finance Qualification

      The Chartered Institute for Securities & Investment (The CISI)
      Oct 2020
    • CAIA level I holder

      CAIA Association
  • Volunteer Experience

    • volontario mensa Caritas di Roma Termini

      Issued by Caritas on Sept 2015
      CaritasAssociated with Roberto Russo