Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Riccardo Tasca

Oakville

Summary

International finance professional with experience in portfolio management, investment reporting, and cross-border client advisory. Skilled in portfolio and performance analysis, asset allocation support, and market trend research, with a proven record of contributing to AUM growth and developing customized investment solutions for HNWI and institutional clients. Having experience across Switzerland, Denmark, Ireland, and Italy, I bring strong analytical capabilities, international market insights, and communication skills to bridge complex investment concepts with clear, data-driven narratives. Now seeking to establish a long-term career in Canada, where I can leverage my international finance experience to contribute to innovative solutions and strategic initiatives in a dynamic financial environment.

Overview

6
6
years of professional experience

Work History

Portfolio Manager

Deep Consulting Sagl
09.2022 - 08.2025
  • Monitored and managed 40–50 client accounts annually, across risk profiles from treasury to sustainable and equity strategies.
  • Conducted weekly market analysis to inform asset allocation reviews and portfolio rebalancing.
  • Developed and implemented analytical models (comparative company analysis, capital budgeting, forecasting) to support annual investment planning and performance reviews.
  • Maintained tight annual risk controls while consistently delivering annual returns around 1–3% above benchmark, a strong outperformance in European markets.
  • Designed tailored solutions, including ESG-focused mandates for ultra-high-net-worth clients and structured savings plans (PAC) for younger investors, directly managing asset allocation decisions.
  • Contributed to 20-30% YoY growth in AUM, driven by successful client acquisition campaigns, retention strategies, and portfolio performance.
  • Collaborated directly with firm partners and participated in client meetings with leading global institutions, gaining exposure to cross-border wealth management across Europe (Switzerland, Luxembourg, Monaco, Italy, ...)
  • Enhanced internal processes by managing CRM systems, overseeing invoicing/payment workflows, and executing targeted B2B/B2C marketing campaigns that strengthened client engagement and business growth.

Business Development Intern

Upteko
04.2022 - 07.2022
  • Conducted market research and partner identification for a start-up in the sustainable maritime sector.
  • Assisted in shaping marketing strategy and improving brand visibility through optimized social media content.
  • Facilitated partnerships by introducing the company to key players in the Italian maritime industry (5 companies), supporting market entry and business expansion.
  • Researched and secured funding opportunities through European accelerator programs, contributing to a start-up financing project.

Business Analyst

Capgemini
10.2019 - 09.2020
  • Performed financial analysis, project estimation, and cost projections for corporate clients.
  • Collaborated with cross-functional teams to improve business processes and deliver client solutions.
  • Utilized Excel and SQL for data management, reporting, and quality control.

Education

Master’s Degree in Business Administration - Accounting & Finance

Università Degli Studi Di Padova
03-2023

Bachelor’s Degree in Business Administration -

Università Degli Studi Di Verona
01.2020

Bachelor's Degree - Exchange Program -

Dublin Institute of Technology
01.2018

Skills

  • Portfolio & Performance Analysis
  • Data Analysis Tools
  • Excel
  • MorningStar
  • CRM systems (Sales Navigator, Hubspot)
  • Investment Research
  • Market trend analysis
  • Cross-border financial insights
  • Client Relationship Management
  • International exposure
  • Asset allocation

Languages

English
Native or Bilingual
Italian
Native or Bilingual
Spanish
Limited Working

Timeline

Portfolio Manager

Deep Consulting Sagl
09.2022 - 08.2025

Business Development Intern

Upteko
04.2022 - 07.2022

Business Analyst

Capgemini
10.2019 - 09.2020

Master’s Degree in Business Administration - Accounting & Finance

Università Degli Studi Di Padova

Bachelor’s Degree in Business Administration -

Università Degli Studi Di Verona

Bachelor's Degree - Exchange Program -

Dublin Institute of Technology

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Riccardo Tasca