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Giacomo Romano

Family Office Relationship Manager | Former CFO, Investment Banker, Member of the board

Milan, Italy

$1,500/day

With over a decade of experience in investment banking, capital markets, and asset management, I've established myself as a trusted financial advisor, offering valuable insights to clients across diverse industries. Currently, as a Relationship Manager at a family-owned private equity fund, I expertly guide the top 30 Italian families in navigating complex financial landscapes. My journey began at UniCredit, where I played a pivotal role in setting up their Asian operations and turning around the Singapore branch. Later, I joined Aspire, an ASEAN neobank backed by Y Combinator and Sequoia, as Executive Director and Regional CFO. I contributed to its growth from a 9-person team to an organization of over 400 professionals across five countries. Building on this experience, I broadened my horizons at GP Bullhound in Paris. Holding an MSc in International Management from ESADE Business School in Barcelona and a BSc in Economics from Bocconi University in Milan, I combine strong leadership skills and a dedication to client success. I'm committed to helping organizations unlock their full potential, offering strategic financial guidance tailored to their unique needs and goals.

Domain experience

Relevant Total Experience: 12 years

Seniority Level: Senior

Sector Experience: 

Alternative Finance Asset Management Bank Platform Software Diversified Financials Personal Finance and Planning Risk and Compliance Software and Services Technology Hardware and Equipment

Skills

Skilled in: Financial Planning & Analysis (FP&A), Sell-side M&A

Technical Skills: Microsoft Excel, PowerPoint

Languages: Spanish, Italian, English, French

Work Experience

HH | Private Equity MFO

Senior Relationship Manager

01/09/2022

 

- Now

GP Bullhound

Investment Banker

01/01/2022

 

- 01/09/2022

FIDES Holdings

Investment Professional

01/09/2020

 

- Now

Aspire

Head of Capital

01/07/2020

 

- 31/01/2022

— Drove external capital raising strategy across countries and type (P2P, banks, credit funds, HNWIs) and structured different credit facilities and investment vehicles — Developed and enforced country specific credit policies to preserve investors’ capital

Aspire

Ad-interim Head of Operations

01/11/2019

 

- 31/01/2020

Aspire

VP of Finance & Capital Markets

01/03/2019

 

- 30/06/2020

— Led and oversaw Capital Markets, Strategy & Planning, Finance and Accounting, Investors Relations

UniCredit

Associate Director

01/09/2016

 

- 31/03/2019

Contributed to the start-up of the front office investment banking arm of the Bank by covering different roles: — Origination and structuring of several cross-border structured and acquisition finance deals, leveraging on UniCredit global platform. Introduced complex financial modeling and element of capital structure advisory in the branch — Credit Analysis: managed a corporate loan portfolio exceeding 50 global clients, coordinating deal execution and credit reviews between HQ and other branches

UniCredit

Associate

01/04/2013

 

- 30/09/2016

Corporate Structured Finance analyst covering Italian Energy/Utilities and TMT industries. — Transactions analyses (in-depth market research, financial analysis, cash-flow modeling) — Developed tailored acquisition financing solutions (cash-flow and market oriented optimization of repayment/maturity profile, transaction pricing and process coordination with other product units such as DCM, M&A, etc.) — Prepared information memorandums, pitch materials and meeting presentations — Prepared credit applications and internal papers for decision committees Member of UniCredit Talent Management Review (TMR Program). International Graduate Program. Rotations in: — FIG Coverage — Capital Structure Advisory — M&A — High yield Debt Capital Markets

BANCA IMI SECURITIES CORP

Credit Solutions Group

01/05/2012

 

- 30/11/2012

— Prepared pitching and reporting material for Corporate and FIG clients and investors — Managed the documentation and book-keeping activities of the desk bespoke-CDS trading operations, for an aggregated nominal amount of over EUR 2bn — Worked on several transactions of deleveraging of overdue receivables and NPLs — Worked on a conduit-financing securitization of a EUR 150mln loans portfolio — Produced presentations and speeches on the economic view of the Desk on ABS, CLOs and Structured Credit market given to conferences and upper-management meetings

BANCA IMI SECURITIES CORP

Debt Capital Markets

01/01/2012

 

- 31/03/2012

— Prepared pitching material for Fortune 500 investment-grade companies — Provided credit market updates, secondary levels and new issue possibilities — Drafted structured notes’ term sheets, to be used for new bond issuances — Supported the DCM and Syndicate teams in the execution of 9 US corporate bond transactions, for a total value of USD 20.85 bn

China Offshore

Intern - Sales

01/08/2011

 

- 31/08/2011

— Performed market and competition analysis — Financial modeling: P/L scenarios, Sales management — Updated event-related surveys and ad campaigns

Education

Università Bocconi

Business Administration and Economics

01/01/2007

 

- 31/12/2010

Esade

International Management, CEMS

01/01/2010

 

- 31/12/2011

CEMS Exchange Semester at UCD – University College Dublin Henkel Iberica SA – CEMS Business Project. PSA Peugeot Citroën – Winner of a case study competition: “Impact study of the new European Union regulations on high-emission vehicles.”; Project presented to the company’s CEO of southern Europe McIntire University (VA, United States) – ESADE study tour. Intensive course: “Corporate leadership”, Grade: 10/10; UniCredit – Skill Seminar: Managing ambiguity in a complex organization

Plekhanov Russian University of Economics

International Business

01/01/2009

 

- 31/12/2009

Korea University

International Economic Policies

01/01/2009

 

- 31/12/2009

Keio University

International Economic Policies

01/01/2009

 

- 31/12/2009

University College Dublin

International management

01/01/2011

 

- 31/12/2012

The London School of Economics and Political Science (LSE)

Business Administration and Management, General

01/01/2009

 

Licenses / Certificates

International Monetary Fund

Financial Development and Financial Inclusion

01/05/2020

 

SDA Bocconi

Private Equity and Venture Capital

01/12/2019

 

CFA Institute

Passed Level I of the CFA Program

01/12/2013