Michael Cantelli

Michael Cantelli

Intern

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location of Michael CantelliFrankfurt, Hessen, Deutschland

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  • Timeline

  • About me

    Student Trainee, Global Wealth Management @UBS

  • Education

    • Istituto Economico Paritario Walther Bolzano

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      Italian High School Diploma Business Administration, Finance and Marketing
    • Liceo Dante Alighieri

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      High School Foreign Languages and Literatures with focus on English and French
    • Frankfurt School of Finance & Management

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      Master of Science - MS Financial Management

      Frankfurt School scholarship holder.Relevant courses: Corporate Finance, Banking, International Money & Finance, Capital & Credit Markets, Financial Statement Analysis, Investor Relations, Sustainable Finance, Risk & Crisis Management, Strategy & Organisation

    • Libera Università di Bolzano

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      Bachelor of Science - BS Economics & Management

      Trilingual (English, German, Italian) full-time study programme at leading Italian university, ranked among the 20 Best Small Universities Worldwide by Times Higher Education in 2019.Relevant Courses: Business Administration, Financial Analysis, Accounting, Econometrics, International Finance, Financial Systems and Markets, Financial Mathematics, Statistics, Strategic Management, Micro- and Macroeconomics, Business LawFinal Thesis: Country-by-Country Reporting Regulation (CbCR)… Mehr anzeigen Trilingual (English, German, Italian) full-time study programme at leading Italian university, ranked among the 20 Best Small Universities Worldwide by Times Higher Education in 2019.Relevant Courses: Business Administration, Financial Analysis, Accounting, Econometrics, International Finance, Financial Systems and Markets, Financial Mathematics, Statistics, Strategic Management, Micro- and Macroeconomics, Business LawFinal Thesis: Country-by-Country Reporting Regulation (CbCR) with evidence from UK multinationals Completed the studies while working from June 2020 to July 2022. Weniger anzeigen

    • Vinzentinum

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      High School Humanistic Studies with focus on Natural Science, Latin and Ancient Greek

      Activities and Societies: Cello, Piano

  • Experience

    • Progress Maschinen & Automation

      Jul 2017 - Aug 2017
      Intern

      Marketing & AccountingProgress Group, headquartered in my hometown Brixen in Italy, manufactures systems, machinery and software for precast concrete plants. With over 650 employees, 250 million € of yearly turnover and clients situated in 76 countries around the world it is one of the leading companies in its sector. During my first ever work experience I assisted the Marketing Officer of Progress Maschinen & Automation S.p.A. with the creation of new catalogues available in 8 languages for the entire range of machines, with the order of new merchandise products and with the update of the homepage.I also took a glance in the accounting department where I was entrusted with the recording of travel and hospitality expenses by using the enterprise resource planning software SAP. For the rest of my internship I was stationed at Progress Holding S.p.A.. My main task was to update excel spreadsheets used for reporting with the latest data retrieved out of SAP. Weniger anzeigen

    • FCA Fiat Chrysler Automobiles

      Feb 2019 - Jan 2019
      Car Explainer

      Worked as Car Explainer and Sales Assistant for Fiat Chrysler Automobiles Switzerland at the 2019 edition of the Geneva International Motorshow. • collecting leads• explaining the cars specs to interested customers and helping them to identify the most suitable car model for them• assisting the clients in the car configuration process• finally handing the potential customers over to the SellersAwarded among the top performing sales assistants of the Fiat Chrysler Automobiles team. Weniger anzeigen

    • Progress Maschinen & Automation

      Jul 2019 - Aug 2019
      Intern

      Customer ServiceProgress Group manufactures machinery and software for precast concrete plants. With over 650 employees, 250 million € of yearly turnover and clients situated in 76 countries around the world it is one of the leading companies in its sector. Progress Maschinen & Automation S.p.A. with its HQ in Brixen represents the biggest unit of the Group.• assisting the Customer Service Team by checking the availability of needed replacement parts in stock on site and at sister companies • offering support via phone and e-mail to Italian, German and French speaking clients• ordering spare parts by various suppliers • organising the shipping to the clients and when necessary organising the trips of in-house technicians to the customer's sites Weniger anzeigen

    • TAUBER | KARL | MUNTER

      Jan 2020 - Jul 2022
      Intern

      Accounting, Tax and AuditThe Office for Tax, Business Consulting and Auditing Tauber | Karl | Munter is located in one of the economically most vibrant regions of Italy, South Tyrol. This location profits from its Italian-German bilingualism and has become a central meeting place for numerous international companies. The 15 people strong team assists mostly small and mid-sized companies from the region or large German and Austrian companies which need consultancy for their activities in the Italian market. It also assists foreign institutional investors with the administration of their Real Estate situated in Italy.• bookkeeping• VAT management• bank reconciliations• cross-border transactions communication• reclassification of financial statements• filing of individual tax returns• anti-money laundering declaration• administration of tenancy agreements on behalf of foreign institutional investors • updating on a regular basis in a meeting the whole team about news on the Italian fiscal policy (SEAC)• assisting on a daily basis the Partners, Senior Consultants and Auditors in various assignments Weniger anzeigen

    • FERCAM

      Jun 2020 - Sept 2020
      Intern

      Accounting & Front OfficeFercam S.p.A. is a freight company with its HQ in Bolzano, Italy. With almost 100 branches, 3.350 vehicles, more than 2.200 employees and an annual turnover of more than 1 billion €, it is one of the main logistics operators in Europe.• assisting the financial accounting department in posting all transactions using SAP• assisting in the management of travel expense reports• assisting in the reception of visitors (customers, business partners, internal employees)• supporting in the communication with external people• helping to manage company cars• support in administrative tasks Weniger anzeigen

    • UBS

      Jan 2023 - now

      Global Wealth Management | Affluent, HNWI & UHNWIBased in the Business Management team. Rotation in Client Advisory.𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙈𝙖𝙣𝙖𝙜𝙚𝙢𝙚𝙣𝙩• analysis for the branch heads and the German market head on the composition and changes of managed client books• monitoring of implemented strategies rolled out in Germany and reporting related progresses to management𝘾𝙡𝙞𝙚𝙣𝙩 𝘼𝙙𝙫𝙞𝙨𝙤𝙧𝙮 (3-month rotation)• preparing prospect and customer meetings• creating presentations and investment proposals• analyzing customer portfolios and drafting recommendations based on the assessment of the Chief Investment Office Weniger anzeigen Global Wealth Management | Financial IntermediariesThe Financial Intermediaries (FIM) business unit of UBS Global Wealth Management assists financial service providers including insurance companies, financial portfolio managers, family offices, investment and acquisition brokers and banks.Support to GFIM Client Advisors:• payments, account openings for private and institutional clients• calculation of lending values for the reconciliation of Lombard Loans• conducting Periodic Due Diligence (PDD) and regular Know-Your-Client (KYC) checks• supporting numerous client-specific projects and performing client evaluations (e.g. end customer RoA analysis, standardization of periodic asset statements, technical adjustment of interest conditions, analysis of different pricing models)Support to Business Management GFIM:• preparation of senior management presentations• execution of various internal performance evaluations (e.g. monthly KPI analyses)• organization of FIM-specific events• design and dispatch of central external communications incl. internal reconciliation• collaboration on the implementation and update of digital onboarding solutions for new customers Weniger anzeigen

      • Student Trainee

        Sept 2023 - now
      • Intern

        Jan 2023 - Aug 2023
  • Licenses & Certifications

    • Certificate of Merit in Recognition of Outstanding Academic Performance in Studies of the Italian Culture and Language

      Società Dante Alighieri
      Jan 2019
    • General English Course - Bournemouth, UK

      Kaplan International Languages
      Jul 2018
    • C1 Advanced in German

      Goethe-Institut e.V.
      Jan 2019
    • Excel Fundamentals - Formulas for Finance

      Corporate Finance Institute® (CFI)
      Jan 2022
      View certificate certificate
    • General English Course - Manchester, UK

      Kaplan International Languages
      Aug 2018
    • IELTS Academic Score 8.0

      IELTS Official
      Jan 2022
    • In Company Sales Training - Geneva, CH

      FCA Fiat Chrysler Automobiles
      Feb 2019
    • Business English Course - Manchester, UK

      Kaplan International Languages
      Aug 2018
    • General French Course - Paris, FR

      Ecole Suisse Internationale
      Apr 2017
    • C1 Advanced

      Cambridge University Press & Assessment English
      Jan 2020
    • Unleash the Power Within Seminar - New York, USA

      Robbins Research International
      Nov 2018
    • General English Course - Circencester, UK

      Cotswold International Language School
      Jun 2015