Davide Salamone, CFA

Experience

• 

  GAM

  Jan 2014 - Nov 2022

  • Taking part in clients meetings and regular reviews• Answering product and market-related queries from clients; providing respective in-depth analysis and comments• Providing support to sales managers with technical queries and analysis requests from clients• Writing month-end commentaries, working papers and notes on products• Coordinating market intelligence and competition analysis (peer group analysis) • Completing accurate, timely, high quality submissions for intermediaries, investment consultants, clients and prospective clients (including RFP’s, DDQ‘s, ad-hoc queries and other submissions as required)• Responsible for content and relationships for specific asset classes and products, acting as the ‘specialist’ within the team • Responsible for the sales support desk• Coordinating sales support trainees• Attending conference calls with clients and portfolio managers• Creation of ad hoc model portfolios for clients• Peer groups analysis using Morningstar Direct• Creating marketing materials • Answer client requests via phone and e-mail• Coordinating the workflow between the sales force and the legal and compliance team

  • Director, Fixed Income Investment Specialist

    Oct 2018 - Nov 2022

  • Senior RfP Specialist

    Apr 2016 - Oct 2018

  • Sales Support Specialist

    Jan 2014 - Mar 2016
• 

  Credit Suisse

  Nov 2022 - Sept 2024

  Vice President, Fixed Income Investment Specialist, Client Portfolio Manager

  • Representing CSAM Fixed Income products to internal and external clients across major markets• Driving net new asset generation as well as client retention together with sales by providing in-depth investment expertise in client meetings • Preparing sophisticated, tailor-made FI mandate proposals for institutional and UHNWI clients and responsibility for all client aspects of respective mandates business including reporting or review meetings

• 

  UBS

  Sept 2024 - now

  Director - Client Portfolio Manager, Fixed Income Specialist

  • Responsible for bridging the firm's Fixed Income Investment capabilities with the various distribution channels• Responsible for developing and servicing client relationships as well as delivering and communicating fixed income solutions to institutional, wealth management and wholesale clients globally working closely with portfolio managers, products and client coverage teams