Lillo Costa

Sales brokerage on FX and CDFs; Executing orders by phone on behalf of Italian and English-speaking clients ; Leads management and sales calls (through Salesforce); Establishing long-term relationships related to prospects and existing clients; Providing investigations in relation to orders execution; Negotiation of trading conditions with IBs; Compliance with FCA requirements related to withdrawals and deposits, ensuring avoidance of third party funding and complying with AML/KYC and TCF procedures.

Internship sponsored by the University of Pisa Total hours: 37,5

Assisting in the daily accountancy, financial analysis and Net Asset Value (NAV) calculation of Unit-Linked Funds. Reconciliation of management data with external statements (Investment custodians) Liaising with the financial controller and external auditors (Deloitte) during quarterly auditing visits. Discussing with auditors about discrepancies arose in the financial reconciliations and providing further information when requested.

Porfolio management: quantitative tools for asset allocation, investment management and portfolio performance evaluation. Financial advice. Collective investments, bonds, equities, money markets, derivatives, real estate, alternative investments.

Quantitative methods for corporate finance, financial statement analysis, capital structure, business valuation, corporate finance transactions & documentation.

Exchanged-traded and OTC financial derivatives, Futures and Options pricing, Trading, hedging and investment strategies, Clearing mechanism and margin calculation, Collateral management and documentation (ISDA), Trade processing services and Regulation of ETD and OTC derivatives.

Final Grade: First Class Honours

Business Economics, Micro and Macro economics, Statistics, Math, Corporate Finance, Marketing, Business Low, Private Low.