Mischa Riedo, CFA

Experience

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  Berner Kantonalbank AG

  Jul 2006 - Nov 2008

  Derivatives Trading & Advisory

  - Sales and advisory of options and futures strategies: Focused on the development of customized return enhancement strategies as well as hedging strategies based on market analysis- Sales and advisory of structured products: Included a broad spectrum of products from plain vanilla products to highly customized solutions - Proprietary trading of option strategies on behalf of the bank (Mainly short gamma strangles and synthetic positions)- The client base included internal clients such as portfolio managers and private bankers as well as external clients such as regional banks, asset managers, and high net-worth individuals Show less

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  Credit Suisse

  Dec 2008 - Aug 2010

  Derivatives Advisory

  - Advisory of a great range of options and futures strategies in international markets- Execution of various financial as well as commodity futures and options around the world, from S&P 500 in Chicago to the Nikkei 225 in Osaka as well as WTI Crude Oil, Gold, etc.- The global clientele included “internal clients” that consisted of private bankers and portfolio managers working for Credit Suisse as well as external clients such as regional banks, international banks, traditional asset managers, hedge funds, and ultra high-net-worth individuals Show less

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  Leonteq

  Sept 2010 - Nov 2011

  Derivatives Advisory & Distribution

  Sales and advisory of a wide range of customised structured products to asset managers:- Acquisition of new clients- Sales and advisory of structured products across all asset classes as well as alternative investments (e.g. CPPI, Managed Futures, etc.)- Creation of innovative product ideas that meet the clients’ exact needs

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  UBS

  Jul 2012 - Jan 2016

  - Acted as investment specialist for the largest client book of independent asset managers worldwide on more than CHF 6bn of assets - Provided investment advice on strategic and tactical asset allocation as well as instrument selection across all asset classes - Defined the regional investment strategy as the youngest member of the “Local Advisory Committee”- Created and implemented customized investment ideas and solutions for clients in close collaboration with expert teams (e.g. alternative investments, funds, derivatives, currencies, fixed income, and equities)- Actively Supported relationship managers in the acquisition of new clients Show less Cross-asset investment specialist for sophisticated private clients (HNW & UHNW)- Analysis and selection of investments to include in non-discretionary client portfolios and continuous monitoring of these securities, taking into consideration a diverse set of risk parameters- Continuous portfolio monitoring, analysis, and communication to clients regarding their current asset allocation, defined risk profile, currency allocation, individual security selection, concentration risk, etc.- Support of wealth management consultants in the acquisition of new clients.- Youngest member of the UBS SFA Research Committee responsible for the individual security selection & monitoring of the official UBS SFA investment universe Show less

  • Multi-Asset Investment Specialist

    Dec 2013 - Jan 2016

  • Investment Advisor

    Jul 2012 - Nov 2013
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  QuercusApp

  Jan 2016 - Dec 2018

  Co-Founder & Co-CEO

  QuercusApp is a software company fundamentally reinventing performance reviews within companies through real-time feedback and dynamic objectives. As Co-Founder, I helped build the company from scratch all the way until its successful sale to one of the "Big Four."- Responsible for the company's strategy, product management, and business development- Led the software engineering and business development teams of 11 full-time employees- Responsible for the product's ideation, conception, and execution as well its ongoing improvement regarding user experience, design, customer journey, and new features- Led the business development team and the acquisition of clients across Europe & US as well as managing the company's key client accounts- Represented QuercusApp to investors and the media. Consequently gave numerous speeches and interviews as well as writing guest articles and blog posts about the company or performance management Show less

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  IMD Business School

  Jan 2019 - Dec 2019

  MBA (Full-Time)

  Full-time MBA (class of 2019) at IMD. Recipient of the IMD MBA Class of 1976 Scholarship.IMD is one of the most renowned business schools in the world, ranked in the top 5 in executive education worldwide for eighteen consecutive years by the Financial Times. Its MBA program is ranked #1 internationally by Forbes and #1 in Europe by Bloomberg.

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  Valiant Bank

  Jan 2020 - now

  - Leading a team of nine portfolio managers responsible for managing all discretionary portfolios of the bank (CHF >6bln AuM)- Solutions consist of discretionary multi-asset mandates (institutional & private investors), multi-asset funds, as well as single-asset funds (equities & fixed income), including traditional and sustainable investment strategies- Flagship „Balanced“ multi-asset fund has been in the 1st or 2nd quartile in performance for the 4th year in a row. 1st quartile in performance over 3 and 5 years annualized- Flagship „Dynamic“ multi-asset fund won the Lipper Award in 2021 for outstanding risk-adjusted performance- Heading the selection committee responsible for analyzing, selecting, and monitoring all investments used in discretionary mandates. Completely revamped the committee by establishing clear responsibilities, a rigorous investment process including a systematic fund analysis and monitoring framework, and a culture focused on risk-adjusted performance- Member and deputy head of the investment committee responsible for strategic and tactical asset allocation decisions. My focus and expertise lies in macroeconomic analysis, including the creation of macro scenarios that form the basis of our tactical positioning.- Author of regular „CIO Updates", the monthly flagship investment strategy paper, and newspaper articles focused on developments within the economy and capital markets. Regular presenter of the monthly investment videos- Regular presenter in 1 to 1s with key clients or at large client events focused on capital markets, investing and economic developments. Furthermore, I assist relationship managers in key pitches for client acquisition purposes (mainly key institutional prospects) Show less - Managing multi-asset portfolios for institutional clients and the bank's strategy funds, including the then newly launched ESG funds- Member of the selection committee responsible for analyzing, selecting, and monitoring 3rd party funds to be included in multi-asset portfolios- Analyzing, selecting, and managing all direct fixed income investments within institutional client portfolios and multi-asset funds - Deputy manager of the bank's flagship CHF fixed income fund- Supporting relationship managers in acquiring institutional clients through prospect pitches- Co-writing regular "CIO Updates" and investment strategy papers focused on developments within the economy and financial markets in collaboration with the bank's Chief Investment Officer Show less

  • Head of Portfolio Management & Deputy Chief Investment Officer

    Jan 2022 - now

  • Senior Portfolio Manager

    Jan 2020 - Dec 2021