Davide Andaloro, CFA

Davide Andaloro, CFA

Research Analyst

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location of Davide Andaloro, CFANew York, New York, United States

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  • Timeline

  • About me

    Senior Portfolio Manager and Head of Multi Asset Strategy - Citi Investment Management, Citi Global Wealth

  • Education

    • Università Bocconi

      2004 - 2007
      Undergraduate Degree Economics of International Markets and New Technologies

      Overseas Studies Program: one semester as an exchange student at Maastricht University, focus on Economics and Innovation related disciplines.

    • Copenhagen Business School

      2009 - 2010
      MSc Management of Innovation and Business Development
    • Università Bocconi

      2007 - 2009
      MSc Economics and Management of Innovation and Technology
  • Experience

    • VRL Financial News

      Jan 2009 - Jan 2009
      Research Analyst

      Supported the organization of the major European Retail Banking B2B Conferences (cards and electronic payments). Main activities included market/competitor/new business opportunities analysis, database building, liaison with potential speakers/external industry professionals and presentation reviews.

    • Parva Consulting

      Jan 2011 - Jan 2011
      Business Analyst

      Led strategic and managerial consultancy projects within the banking and asset management sectors, reporting to the board. I carried out a project for one of Parva’s main clients, State Street Bank (State Street Global Services), where we have the responsibility of implementing critical and standard KPIs and provide ongoing support in the post buy out reorganization and rationalization of the bank.

    • M&G Investments

      Sept 2011 - Sept 2015
      Macro Investment Business - Investment Specialist, Multi Asset Team

      Communicated investment strategies and monthly portfolio updates to sales teams and to clients in English, Spanish and Italian. Execution activities across all the asset classes for the multi asset team. Research activities including monitoring and analyzing macroeconomic trends in global equities, fixed income, FX and alternatives; in order to generate investment ideas and recommendations at both macro and micro level.

    • Goldman Sachs

      Sept 2015 - Aug 2022
      GSAM, Executive Director, Senior Market and Portfolio Strategist

      Global market and portfolio strategist leading the research of new investment themes and developing macro & market insights to provide actionable investment ideas. Facile across asset classes (equities, rates, credit, FX, alternatives) and geographies, with a focus on developing tactical asset allocation views as well as advising clients on long term strategic asset allocation, portfolio construction and implementation.

    • Citi

      Aug 2022 - now
      Senior Portfolio Manager and Head of Multi Asset Strategy
  • Licenses & Certifications

    • Investment Management Certificate (IMC)

      CFA Society of the UK
      Nov 2011
    • Series 63

      FINRA
      Sept 2020
    • Sommelier: Level 3 / Advanced Sommelier

      Italian Sommeliers Association ™
      Jun 2021
    • Chartered Financial Analyst (CFA)

      CFA Institute
      Aug 2016
    • Series 7

      FINRA
      Aug 2020