Matteo Castagna
Portfolio and data analytics and reporting, risk & investment management, operations.
- Dublin
- +353838998419
- matteo.castagna@gmail.com
Head of a team of analysts covering portfolio and data analytics for all products managed by Mediolanum Irish Operations (currently 70 funds, additional insurance products for a total of ~€50bn of assets under management).
Enhanced team contribution and visibility from basic information up to understanding and knowledge. Imposed focus on scripted language and golden sources of data away from MS Office tools.
Head of the team of analysts providing intelligence on existing portfolios, advisory accounts and portfolios building blocks (including both active and passive investments). Covered the different disciplines both on ex-ante and ex-post basis alongside tests and sanity checks. Delivered regular reports and ad-hoc notes.
Key stakeholders: FIL Global Business Operations (direct report to COO), portfolio managers/CIO, investment directors/distribution, FIL Investment Management Risk.
New technologies/systems have been implemented following an agile process. Delivered on the requirement of providing the best possible information about how the money is managed. This was deployed for both internal and external consumption thanks to the adoption of advanced enterprise data management and use of innovative visualisations enhancing the quality and appeal of the broad reporting suite.
Principal – Head of Investment Risk and Performance. Leading a team of four responsible for market risks, performance reporting and analysis for multi/single asset OICS, offshore UCITS, NURS and Hedge funds, covering a wide range of portfolio management styles and strategies including Long Only, Market Neutral, Macro, Quantitative modeling, Statistical Arbitrage and CTA.
Key role in shaping new products’ investment guidelines (helped creating the GEAR fund which went on reaching multi-billion size from small seed capital); provided information packages presented at board meetings, due diligence processes, RFPs and sales meetings.
Senior Vice President and Risk Management Director of the team responsible for measuring market risks for 11 platform funds, covering a wide range of strategies including Global Macro, Fixed Income Relative Value, Long/Short Equity, convertibles and Commodity Strategies. The combined platform manages approximately USD 3Bn.