Edoardo Bruna

Experience

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  EB CAPITAL Family Office

  Jan 2021 - Jan 2021

  Summer Internship

  Business Planning activities related to converting a Grade C Office Building in Milan into a Grade A Medical Building.

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  ShineSim S.p.A.

  Jan 2023 - Jan 2023

  Financial Analyst

  During my summer internship at ShineSim, I had the opportunity to engage in a variety of tasks and gain valuable experience in the financial industry. Here is a brief report on what I accomplished during my internship:- Utilized Refinitiv: I learned how to effectively use Refinitiv, a financial data platform, to gather and analyse market data.- AML Questionnaire: I assisted in conducting Anti-Money Laundering (AML) assessments by completing questionnaires to ensure compliance with regulatory standards.- Participated in Investment Committee Meetings: I had the privilege of attending two investment committee meetings, where I gained insights into the decision-making process and observed portfolio management discussions.- Developed Python Program for ESG Compliance: I successfully created a Python program to enhance Environmental, Social, and Governance (ESG) compliance by automating portfolio’s optimization processes.- Conducted Technical and Fundamental Analysis: I conducted both technical and fundamental analysis on various securities to assist in the selection of appropriate investment options.- Drafted Reports on Selected Securities: I prepared comprehensive reports on the selected securities, presenting analysis and recommendations for investment purposes.- Client Meeting for Portfolio Restructuring: I had the opportunity to participate in a client meeting where we discussed and planned the restructuring of their investment portfolio to align with their financial goals.- Engaged in Asset Management Activities: I actively participated in asset management activities, such as portfolio monitoring, rebalancing, and performance analysis, in collaboration with clients.- Created Customized Portfolios: I assisted in creating customized investment portfolios for clients based on their risk appetite, investment objectives, and preferences. Meno dettagli

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  Eurizon

  Jan 2024 - Jan 2024

  Multimanager Investments Intern

  Eurizon Capital, the asset management division of Intesa Sanpaolo Group, is one of Europe's leading asset management companies, consistently ranking among the top by AUM, with assets valued at €400 billion.The Multimanager Investments team at Eurizon Capital operates within the Investment Solutions division, focusing on the selection of third-party funds and management of wrappers that invest mainly in funds. This team specializes in fund investing, leveraging market analysis and due diligence to identify optimal opportunities.Key Responsibilities and Achievements:• Macrostrategist Briefings: Took part in macroeconomic data update briefings and market-specific outlook sessions with macrostrategists from around the world, staying updated on global economic trends.• Weekly Market Updates: Contributed to sessions discussing investment ideas and market outlooks with teams specializing in macro, fixed income, equities, and technical analysis.• Due Diligence for Third-Party Funds: Participated in due diligence process for new third-party funds, ensuring thorough evaluation and selection.• Quantitative Model Development: Developed quantitative econometric forecasting models using concepts of Geometric Brownian Motion (GBM) for predicting forex prices. Explored potential quantum computing implementations with Python's Qiskit library.• Quantitative Model Evaluation for Stock Selection: Evaluated quantitative models for alpha generation proposed by other fund houses. This involved a thorough analysis of their methodologies, backtesting results, and performance metrics.• ESG Data Valuation Model: Created a quantitative model in Excel for ex-post evaluation of ESG data reported by third-party funds using Morningstar data from EET files and MSCI ESG data.• Fund Presentation Meetings and Selection: Attended both calls and in-person meetings for fund presentations, enhancing understanding of fund strategies and performance; also participated in the selection process. Meno dettagli

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  JET ESCP

  Apr 2024 - Apr 2025

  Finance Associate

  - Participated in the Pre-Seed Money Valuation of an Italian Startup - Participated in the Technical Interviews for new Finance Associates- Managed the Invoicing System for the CompanyJET ESCP is a boutique consulting association that supports its clients in adding direct value to their businesses and generating growth by combining practical expertise with academic knowledge. It has offices in Turin, London, Berlin and Madrid.