LC

Lucrezia Canovi

Advice Processes And Control Lead at Y TREE

Lucrezia Canovi has a diverse work experience spanning multiple industries. Lucrezia started their career as a Junior Credit Intern at Randstad Italia in February 2016. Lucrezia then worked as a Junior Credit Intern at Randstad Italia until April 2016.

In December 2016, Lucrezia joined Societe Generale Corporate and Investment Banking - SGCIB as an ETFs and Securitised Derivatives Sales Intern. Lucrezia held this position until April 2017.

In May 2017, Lucrezia joined Borsa Italiana as a Fixed Income and Securitised Derivatives Analyst, where they worked until November 2017.

From December 2017 to August 2018, Lucrezia worked as a Portfolio Management Analyst at JCI Capital Ltd. Lucrezia then transitioned to the role of Junior Portfolio Manager at the same company, where they worked from September 2018 to January 2020.

In February 2020, Lucrezia joined Y TREE as a Portfolio and Client Analyst. Lucrezia held this position until September 2021 when they were promoted to the role of Portfolio and Client Associate. Lucrezia continued in this role until January 2023.

Starting in January 2023, Lucrezia has been working as the Financial Strategy Modelling Lead at Y TREE, where they combine data, experience, and technology to provide insights on clients' financial profiles.

Lucrezia Canovi obtained a Bachelor's degree in Economics and Finance from Università Bocconi, which they attended from 2013 to 2016. Prior to that, they attended Liceo Classico G. Piazzi from 2008 to 2013, where they studied Ancient/Classical Greek Language and Literature. In terms of additional certifications, they have obtained a Level 4 Certificate in Investment Management from CFA UK in December 2021, as well as a CFA Level I Badge from the CFA Institute, although the specific date of obtaining the badge is not provided.

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Timeline

  • Advice Processes And Control Lead

    January 1, 2024 - present

  • Financial Strategy Modelling Lead

    January, 2023

  • Portfolio and Client Associate

    October, 2021

  • Portfolio and Client Analyst

    February, 2020