Brunilda Peçuli

• Grew assets under management to over €10 billion and expanded the fund portfolio to more than 100 funds within 4 years.
• Developed target maturity payout fund solutions, offering customized payout strategies based on client income goals, resulting in enhanced client retention and satisfaction.
• Established and nurtured new business relationships, increasing active counterparties to over 5, which enhanced fund liquidity and expanded market opportunities.
• Led and coordinated team of 5 professionals in hybrid working environment, improving communication and collaboration across remote and on-site settings.
• Strong and close collaboration both remotely and on-site with Legal, Risk, Compliance, and Distribution/Marketing teams to ensure seamless fund development and adherence to regulatory requirements.
• Oversaw preparation of internal documentation for board and investment meetings, ensuring thorough analysis and clear presentation of all reports, fund performance data, and risk assessments to senior management.
• Expertise in negotiating contracts with investment banks, including pricing, risk-sharing, and legal terms.
• Worked intensively on the internal structuring and development of Certificate business via SPV , focusing on delivering customized investment solutions that align with client risk profiles and market demands.
• Developed IT platforms to streamline fund management and product structuring workflows, enhancing operational efficiency across teams.

Transitioned from banking to asset management, leveraging extensive experience to effectively manage and structure a diverse range of financial products.

• Oversaw day-to-day operations of structured funds, managing liquidity, NAV calculations, fund documentation, and risk assessments to ensure operational integrity.
• Managed relationships with external service providers, ensuring accurate fund administration, custody, and settlement functions to maintain service quality.
• Expertise in negotiating contracts with investment banks, including pricing, risk-sharing, and legal terms.
• Supported sales teams by addressing client-specific requests for information on structured products and fund performance.
• Executed trades and coordinated auctions with investment banks to enhance transaction efficiency.
• Conducted backtesting of financial models, validating product performance to support informed decision-making.
• Drafted board documents and prepared fund reports to ensure compliance and accurate communication.

Transitioned to Structuring after 5 years of Flow Trading, applying trading expertise to develop complex derivative products, including certificates and funds, enhancing product offerings

• Origination and structuring of Derivatives ideas for Funds /Insurance Products ( Risk control Strategies) and Certificates on Equity, FX, Commodity Indices.
• Priced Certificates, OTC derivatives, and unit-linked products while conducting backtesting and product analysis to ensure competitive positioning.
• Managed relationships with index providers, fostering collaboration to enhance product development.
• Conducted product training sessions for portfolio manager at Banco BPM spa, improving understanding of product offerings.
• Coordinated auctions, overseeing schedules and logistics to ensure efficient execution.
• Reviewed Termsheets and Consob Legal Supplements.

Started as an intern in 2009, quickly transitioning to the role of junior trader within 6 months, focusing on structured product solutions including Altiplano, Lock-In, and Memory options. Later expanded responsibilities to Certificates payout

• Managed and hedged Banco Popolare's trading book for structured products, including certificates and structured notes, to strengthen risk management and facilitate product issuance.
• Applied market parameters such as volatility, dividends, and correlations to develop structured products and optimize trading strategies.
• Executed trades for listed and OTC options, ensuring market accuracy.
• Market making on SeDex (Italian Certificates Market).
• Coordinated activities with the middle office and risk team to improve operational workflows.

First experience on the trading floor, where I learned to manage the fast-paced demands of trading, developing a strong ability to multitask, prioritize, and respond to market urgencies. Gained a deep understanding of market technicalities , including pricing, volatility, and liquidity, while working closely with senior traders and analysts

• Negotiated forex transactions, achieving favorable rates that optimized client investment outcomes.
• Priced and sold derivatives products for hedging on IRS, forex, and commodities, enhancing client risk management strategies.
• Created engaging client PowerPoint presentations to communicate product benefits and solutions effectively.