Financial Risk Manager · Asset Management
Sergi Palau Popis
Financial Risk Manager at Mediolanum Gestión · Banco Mediolanum
8+ years across the full investment cycle — middle office, portfolio management and financial risk. Currently overseeing risk and investment compliance for the fund range of Banco Mediolanum's Spanish asset manager, combining quantitative risk analytics with hands-on process automation.
Barcelona, Spain
8+ years
across the full investment cycle
€230M
total AuM co-managed (4 funds and 11 SICAVs)
CEFA
Certified European Financial Analyst
Experience
The full investment cycle.
Middle office, portfolio management and financial risk.
May 2024 – Present
Financial Risk Manager
Mediolanum Gestión · Banco Mediolanum · Barcelona
- Own the risk framework for the full fund range: initial and ongoing risk profiling, exposure limits and risk budgets.
- Daily market, credit and liquidity risk monitoring — VaR, stress testing, backtesting and scenario analysis.
- Oversight of investment compliance (UCITS limits, investment guidelines): incident detection, escalation and remediation.
- Automation of risk and regulatory reporting (VBA, Python, Bloomberg), incl. ESG voting & engagement activity reporting.
January 2023 – May 2024
Professional Development
Milan
- Intensive Italian training, reaching professional working proficiency.
- Self-directed transition into risk: quantitative risk modelling (VaR methodologies, stress testing, backtesting) with Python and Excel/VBA.
November 2020 – January 2023
Portfolio Manager
Talenta Gestión SGIIC · Barcelona
- Co-management of 4 investment funds and 11 SICAVs — €230M total AuM.
- Discretionary portfolio management, global equity analysis and valuation, monitoring and rebalancing.
- Weekly investment committees on strategic positioning; regular meetings with international fund managers.
September 2018 – November 2020
Middle Office Analyst
Caixabank Asset Management · Barcelona
- Reconciliation of positions, balances and derivatives across investment funds and SICAVs, own- and co-managed.
- Collateral tracking and management of corporate actions (capital increases, buybacks, takeover bids).
- Built Excel VBA tools to automate and improve middle-office processes.
June – September 2018
Financial Analyst (Internship)
Addenda Capital AV
- Fund & ETF analysis by client risk profile, portfolio VaR analysis, KYC and suitability testing.
Education
Education & certifications.
2017–2018
CEFA — Certified European Financial Analyst
IEAF
2017–2018
Master's Degree in Finance
Institut d'Estudis Financers, Barcelona
2013–2017
BSc Finance & Accounting
Universitat Rovira i Virgili, Tarragona
2026
FRM Part I — Candidate
GARP
Skills
Toolkit and languages.
Risk & investments
- VaR, stress testing, backtesting and scenario analysis
- Market, credit and liquidity risk
- Investment compliance (UCITS limits, investment guidelines)
- Global equity analysis and valuation
- Reconciliations, collateral and corporate actions
Technical toolkit
- Bloomberg (BQL, BDP, FA)
- Thomson Reuters
- Morningstar Direct
- BMC
- Excel VBA
- Python
- SQL
- Power BI
- Office & Adobe Pack
Languages
- Spanish & Catalan — native
- English — full professional
- Italian — professional
- Polish — basic
Financial education
Financial education & writing.
Volunteer teacher
EFEC (IEF & Generalitat de Catalunya) · since 2018
Volunteer teacher
Junior Achievement Spain (INVERCO) · since 2019
Author of Dollar Wave
Financial analysis blog on Rankia · since 2019
Templates and tools ready to use.
In the shop you'll find Excel templates and practical tools you can download and use the same day.
Contact
Let's talk.
A professional opportunity, a collaboration or a question about the shop? Write to me and I'll reply within 24‑48h.
You can also email me directly at sergi@sergipopis.com