I am an investment professional with 6+ years of experience at the intersection of product strategy, client solutions and investment analysis. I am adept at translating complex portfolio data into client-facing materials and presentations, as well as supporting fundraising for investment products.…

Serena Coato

I am an investment professional with 6+ years of experience at the intersection of product strategy, client solutions and investment analysis. I am adept at translating complex portfolio data into client-facing materials and presentations, as well as supporting fundraising for investment products.…

Available to hire

I am an investment professional with 6+ years of experience at the intersection of product strategy, client solutions and investment analysis. I am adept at translating complex portfolio data into client-facing materials and presentations, as well as supporting fundraising for investment products.

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Skills

Experience Level

Language

Italian
Fluent
English
Fluent
Spanish; Castilian
Advanced
German
Advanced

Work Experience

Add your work experience history here.

Education

MSc Finance at HEC Lausanne
January 11, 2030 - March 29, 2026
BSc Mathematics with Economics at University College London
January 11, 2030 - March 29, 2026

Qualifications

CFA Level I
January 11, 2030 - March 29, 2026
Prompt Engineering (Coursera)
January 11, 2030 - January 1, 2025
Sustainable Investing (Harvard Business School Online)
January 11, 2030 - January 1, 2024
Schweizerdeutsch Verstehen Course
January 11, 2030 - January 1, 2024

Industry Experience

Financial Services, Professional Services

Skills

Experience Level

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