Lisa Mossi

Experience

• 

  Cornèr Banca SA

  Jul 2014 - Aug 2014

  Cornèrcard - Financial Services and Back Office

  A two moths Internship in the Financial Services and Back Office divisions.- Maintainance of a database with client documents- Client’s data management- Check of legal requirements for new accounts

• 

  Credit Suisse

  Jul 2015 - Sept 2015

  Relationship Management - Corporate and Institutional Clients

  In the Private Banking & Wealth Management Department, an 11 weeks Summer Internship.- Conducting projects in collaboration with the Line Manager- Participation in advisory meetings with business and private customers - Shadowing days in other sectors of the bank (Credit Risk Management, Private Banking, Trade Finance, Investment Consulting and Forex)

• 

  Zürcher Kantonalbank

  Feb 2016 - Jan 2018

  Working closely and supporting traders, sales and structurers in order to implement and enhance the life cycle of structured products (issue, increase/decrease, coporate actions, expiry) with the goal of improving the quality of the products, streamline the activities and reducing operational risk. Asset Manangement (Multi Asset, Fixed Income, Commodity)- Portfolio Management- Asset Allocation- Portfolio Construction- Development of new modelsTrading Floor- Cross Asset Derivatives Structuring Integrated in the department of Asset Management of the Zürcher Kantonalbank (AuM: CHF 145bn), I wrote my Master Thesis on "Global Multi Asset Allocation":- Extending the Black Litterman approach to a Multi-Asset concept- For this purpose defining a Global Market Portfolio- Test the quality of my approach versus other starting points of Black Litterman- Thinking further about generating market views and about a Global Factor Portfolio

  • Lifecycle Management Equities & Structured Products

    Jun 2018 - Jan 2018

  • Graduate Training Program / Swisscanto Invest by Zürcher Kantonalbank

    Sept 2016 - Jan 2018

  • Asset Management - Multi Asset Team

    Feb 2016 - Sept 2016
• 

  Rafiki Capital Management

  Sept 2017 - Jan 2017

  Training Contract Assignment

  A 3-month assignment in a global macro fund based in Asia

• 

  Credit Suisse

  Jan 2019 - Jun 2024

  • Client Coverage Alternative Investments - Vice President

    Jan 2023 - Jun 2024

  • Client Coverage Alternative Investments - Assistant Vice President

    Jan 2021 - Jun 2024

  • Client Coverage Alternative Investments

    Jan 2019 - Jun 2024
• 

  UBS

  Jun 2024 - now

  Director - Hedge Funds & Real Assets Specialist