Nicolò Rolando

Nicolò Rolando

Equity Research Analyst

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location of Nicolò RolandoMilan, Lombardy, Italy

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  • Timeline

  • About me

    Director of Strategy, Financial Planning & Analysis

  • Education

    • CFA Institute

      2013 - 2014
      CFA Program Level I and II exams

      The CFA Program covers extensively investment topics such as ethics, financial reporting and analysis, valuation, corporate finance, portfolio management, economics and quantitative methods.

    • KTH Royal Institute of Technology

      -
      Erasmus Program Engineering/Industrial Management

      Semester at KTH university in Stockholm: attended courses on Management and Strategy, Industrial economics and Financial Mathematics.

    • Politecnico di Milano

      2009 - 2012
      M.Sc. Management Engineering Finance 110 cum laude

      Finance curriculum. Main classes: corporate finance, econometrics, analysis of financial systems, monetary and financial markets economics, industrial economics.

    • Politecnico di Milano

      2006 - 2009
      Bachelor's degree Management Engineering 110
  • Experience

    • Citi

      Sept 2011 - May 2016
      Equity Research Analyst

      As an Equity Research Analyst at Citi, I was part of a top-ranked Italian team, consistently recognized in international surveys, including Extel #1 in 2011, 2012, and 2014. My responsabilities included: 1. Financial and Strategic Analysis: I conducted financial modeling, valuation, and strategic analysis for 15 stocks across six sectors, with broader exposure to 30+ stocks. My focus was on diversified financials, including advisory networks, asset managers, and digital/postal banks. A report I authored on Italian asset gatherers was featured in the Financial Times Lex column (“Italian asset managers: in a class of their own” July 2015)2. Investment recommendations marketing: I promoted investment ideas to buy-side clients across London, the U.S., and Europe, built corporate relationships, organized roadshows, and collaborated with the international equity salesforce.3. Lead Analyst for Major IPOs: I acted as leading analyst for four IPOs across Italy and Spain, totaling over EUR 12bn market cap (Poste Italiane, Fincantieri, RaiWay, Cellnex).Early in my career, the job provided me extensive exposure to the thinking of some uniquely bright minds among C-levels of the companies under my coverage and portfolio managers. Show less

    • McKinsey & Company

      May 2016 - May 2017
      Associate

      As an Associate in the Strategy & Corporate Finance Practice, I:1. Supported the development of an Industrial Plan for a leading financial institution.2. Executed M&A projects across the banking and food & beverage sectors.3. Performed Capital Market Diagnostics for both industrial firms and financial institutions across international markets.4. Contributed to a Business Process Re-engineering initiative for a major European insurer and helped design a digital product for a national insurance provider. Show less

    • Banca Generali

      Jun 2017 - now

      Reporting directly to the CFO, I led a high-performing team of two, driving strategic initiatives and supporting top management across multiple fronts:1. Strategic Decision-Making: Delivered in-depth analyses, business plans, and valuations to support greenfield projects, partnerships, and M&A. Highlights include a foreign banking license application and JV evaluations.2. M&A Execution: Led live M&A processes, coordinating with internal and external stakeholders. Successfully completed two minority acquisitions in fintech scale-ups, overseeing negotiations on deal structure and shareholder/commercial agreements.3. Long-Term Strategy Development: Partnered with top management to shape and communicate the Bank’s three-year strategy and financial targets—key contributor to the strategic narrative for the 2018 and 2022 Investor Days.4. Competitive & Performance Analysis: Identified strategic opportunities and risks through deep dives into the competitive landscape and internal performance metrics.5. Annual Strategic Planning: Drove the Bank’s strategic planning cycle in close collaboration with FP&A, Risk, and Capital Adequacy teams.Promoted to executive during this role, with multiple presentations and strategy discussions held at Board level. Show less As a specialist reporting directly to the CEO, I had the privilege of supporting the entire top management team across a broad range of strategic functions, including:1. Strategic Communication: led the communication of key strategic initiatives to a diverse group of stakeholders, including the Board of Directors, regulatory bodies, our parent company, and investors.2. Business Initiative Analysis & Monitoring: evaluated and tracked the implementation of high-priority business initiatives as designated by the CEO.3. Industry, Peer & Financial Market Analysis: conducted in-depth analysis of industry trends, peer performance, and financial markets to inform strategic decision-making. Show less

      • Director of Strategy, Financial Planning & Analysis

        Apr 2023 - now
      • Head Of Strategic Planning

        Sept 2018 - Mar 2023
      • Staff to CEO

        Jun 2017 - Aug 2018
  • Licenses & Certifications

    • Leading teams - University of Michigan (10 hours)

      Coursera
      Aug 2020
      View certificate certificate
    • Managing talent - University of Michigan (13 hours)

      Coursera
      Aug 2020
      View certificate certificate
    • What is Data Science? - IBM (10 hours)

      Coursera
      Apr 2020
      View certificate certificate
    • Digital transformation in financial services - Copenhagen Business School (Specialization, four courses, 45 hours)

      Coursera
      May 2018
      View certificate certificate
    • Digital transformation - BCG & University of Virginia (14 hours)

      Coursera
      Aug 2018
      View certificate certificate
    • Global Leadership Program - Take Off (three-day program)

      INSEAD Executive Education
      Oct 2020
      View certificate certificate
  • Honors & Awards

    • Awarded to Nicolò Rolando
      Global winner of the CFA Institute Research Challenge out of 546 universities CFA Institute November 2010 - April 2011, Omaha (Nebraska, USA) / Madrid (Spain) / Milan (Italy) Coordinator of the Politecnico di Milano team, ranked 1st globally out of 546 participating universities. The competition consisted in writing an equity research report on an assigned company, presenting the investment thesis to a panel of experts and handling Q&A sessions.