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