Federico Paoletti

Equity Portfolio Manager at Sara Assicurazioni Spa

Federico Paoletti has a diverse work experience in the finance and investment industry. Federico started their career as an Intern in the Risk Management division of Api Raffineria Di Ancona S.P.A. in 2018. In 2020, they participated in the CFA Research Challenge and achieved the 3rd rank in the Italian round. Federico then interned at Poste Italiane in the Financial Advisory & Fintech department in 2021. Later that year, they completed a virtual internship at Fidelity International as an Investment Management Intern, where they gained experience in various tasks related to fund management and research analysis. Federico also worked at State Street as a Financial Reporting Accountant, responsible for preparing financial statements and reports for mutual and hedge funds. In 2022, they joined CRISIL Global Research & Risk Solutions as an Equity Research Analyst. Federico then worked at AllianceBernstein as an Offsite Equity Research Analyst, covering the European Food Retail & Delivery sector. Currently, they hold the position of Buy-Side Equity Research Analyst at Sara Assicurazioni S.p.A.

Federico Paoletti's education history is as follows:

- From 2019 to 2021, Federico pursued a Master's Degree of Science in Economics and Finance, with a focus on Banks and Financial Intermediaries, at Luiss Guido Carli University.

- In 2021, they completed an Executive Training Course on ESG Analysis & Investing at MIP Politecnico di Milano.

- Between 2015 and 2019, Federico obtained a Bachelor's Degree in Business/Managerial Economics from Università Politecnica delle Marche.

- In 2018, they participated in a Summer School program on Financial Analysis & Asset Valuation at Universitat Abat Oliba CEU.

- From 2017 to 2018, Federico took part in the Erasmus+ Exchange program at Universitat Abat Oliba CEU.

- In 2009, Federico received their Diploma of Scientific and IT High School - P.N.I. class from Liceo Scientifico L. Cambi in Falconara Marittima (AN), Italy.

In addition to their formal education, Federico has obtained various certifications in the finance industry. These include the Bloomberg ESG Certificate from Bloomberg LP, the EFPA ESG Advisor Certificate Holder from EFPA Italia, the CFA Institute Investment Foundations Certificate Holder from CFA Institute, and certifications from FactSet, Corporate Finance Institute, Refinitiv (an LSEG business), and the Thomson Reuters Eikon. Federico also holds language certifications such as the Diploma de Español como Lengua Extranjera (DELE) - B2 (Avanzado) from Instituto Cervantes, the Cambridge English First Certificate (FCE) - Level B2 from Cambridge Assessment English, and the Diplôme d'études en langue française (DELF) - Niveau A1 from the Ministère de l'Éducation nationale. Federico's education and certifications reflect their dedication to continuous learning and professional development in the field of finance.

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Timeline

  • Equity Portfolio Manager

    September 1, 2023 - present

  • Buy Side Equity Research Analyst - Equity & Alternative Investments

    August, 2022