
Stefano L.
5.0
(6)
Break Into Asset Management with a CFA & Quant-Focused Career Coach
Studied at CFA Institute
Hiring Manager at IESE Business School
Successful clients at
Available Monday at 8:30 AM UTC
I offer a limited number of sessions each week to ensure depth and quality. I’m generally available on weekdays and respond quickly to requests. If you’re looking for a thoughtful, tailored session, I’d be glad to connect.
Questions? Start chatting with this coach before you get started.
Stefano's Coaching Offerings
Custom hourly · $180/hr
Get help with Application Strategy, Interview Prep, and Resume Review.
Stefano also coaches for Career Coaching, Wealth Management, Investment Banking, Communication & Public Speaking, and Life Coaching. View all.
Stefano’s Asset Management Qualifications
Coaches professionally
Experience level: Director
250+ people coached for Asset Management
Stefano has helped clients get into these companies:
I am qualified to coach in asset management careers because I combine advanced technical training with real-world understanding of buy-side expectations. I am a CFA Charterholder and hold a Master’s in Quantitative Finance from the Barcelona School of Economics, as well as a Master’s in Research in Finance. This background gives me a deep, practical understanding of asset pricing, market behavior, portfolio construction, and the limits of financial models, knowledge that is directly relevant to analyst and investment roles in asset management. In parallel, I have coached and mentored students and professionals pursuing buy-side careers, helping them bridge the gap between academic finance and the realities of asset management teams. My coaching focuses on positioning candidates with technical credibility, sharpening their investment thinking, and preparing them for interviews, case discussions, and real investment conversations. I help clients move beyond generic preparation to develop a clear, differentiated strategy to enter and grow in asset management with confidence and realism.
Stefano can help with:
Application Strategy
Interview Prep
Resume Review
Stefano also coaches for Career Coaching, Wealth Management, Investment Banking, Communication & Public Speaking, and Life Coaching. View all.
About Stefano
Finance is more than numbers and markets; it shapes how businesses grow, how individuals build security, and how people make some of the most important decisions of their lives. My own path into finance was driven by a deep curiosity about decision making under uncertainty, and by a desire to understand how structure, strategy, and judgment come together in high stakes environments. My background combines rigorous academic training, spanning a demanding bachelor’s degree, two master’s programs, one highly practical and one deeply theoretical, along with professional designations such as the CFA and CFP, with hands on experience across leading financial institutions including PI Financial Corp, Morningstar, HSBC, and Julius Baer. Working across investment banking, asset management, and wealth management gave me a comprehensive view of how finance actually operates, and how different roles, incentives, and personalities interact within the same system. I also bring a strong international and cultural perspective to my work. I have lived and worked across Spain, Australia, Canada, China, Brazil, and Italy, which has shaped how I understand careers, communication, and decision making across different professional and cultural contexts. This perspective allows me to support clients navigating global careers, cross border transitions, and complex international environments with greater clarity and realism. Today, as Head of Finance Careers at IESE, I work closely with MiM and MBA students who are ambitious, capable, and often overwhelmed by the complexity of the finance industry. I help them understand how different areas truly differ, where they fit best, and how to prepare strategically for competitive recruiting processes. What matters most to me is not just helping people land roles, but helping them build confidence, make aligned career choices, and develop a long term mindset that will serve them well throughout their careers. I see finance as a lifelong journey, one that rewards clarity, discipline, and self awareness. My mission is to help others navigate that journey with structure, realism, and purpose.
Why do I coach?
I coach because I know how decisive the right guidance can be at the right moment. Throughout my career, I benefited enormously from mentors who didn’t just teach me technical skills, but helped me think more clearly under pressure, make better long-term decisions, and navigate uncertainty with confidence. Looking back, many of the most important steps in my career were possible because someone took the time to offer perspective, challenge my assumptions, and help me see options I couldn’t see on my own. At the same time, I’ve experienced how overwhelming the finance industry can feel when you’re on your own, especially when expectations are high, paths are unclear, and mistakes feel costly. That combination of structure, competition, and ambiguity is where many talented people get stuck or make misaligned choices. Coaching matters to me because I know how different the experience becomes when you have someone who understands the system and can help you navigate it calmly and strategically. My approach goes beyond helping clients land a role. I focus on long-term career development: building confidence, judgment, and self-awareness so clients can position themselves well, make aligned choices, and grow sustainably over time. Whether someone is breaking into finance, pivoting within the industry, or stepping into leadership, I coach because I want them to move forward with clarity, confidence, and a sense of ownership over their path.
Work Experience
Director Careers Financial Services
IESE Business School
June 2023 - Present
Hiring Manager
Employer Engagement & Student Advisory for Financial Services & Banking Careers at the Career Development Center

Investment Advisor - Private Wealth Management
Julius Baer
October 2017 - July 2019
Hiring Manager
Advise high-net-worth families on onshore and offshore investment portfolios

Investment Advisor - Private Bank
Bradesco
January 2017 - August 2017
Advise investment bankers and high-net-worth private clients on offshore financial planning and wealth management

Relationship Officer - Private Bank
Bradesco
October 2015 - December 2016
Provide portfolio, account, and advisory services to private banking clients in a hunter-farmer model with a senior investment banker
Private Banking - Leadership Development Program
HSBC
January 2015 - September 2015
Led priority quality enhancement projects for the private bank, including the middle office, the business risk control & compliance, the investment advisory group, and the commercial teams.
Data Relationship Manager
Morningstar,
September 2013 - January 2015
Education

CFA Institute
CFA Designation, Finance
The CFA designation is a globally recognized credential in investment management, demonstrating strong expertise in financial analysis, portfolio management, valuation, ethics, and capital markets. It reflects rigorous training and a deep commitment to professional excellence in finance.
IESE Business School
Master in Research in Management & Finance
2021 - 2023
Grade: 9/10 A highly research-oriented, PhD-track Master’s program focused on advanced quantitative methods, empirical finance, and academic-level research. The program emphasizes rigorous statistical analysis, financial economics, and the production of original research under faculty supervision.
Barcelona Graduate School of Economics
Msc Economics & Finance
2020 - 2021
Grade: A - 9.2/10 A quantitatively intensive Master’s program with a strong focus on econometrics, data science, and financial economics. The curriculum emphasized statistical modeling, causal inference, and applied research using Python and R, combining rigorous economic theory with real-world data analysis.
6 Reviews
Overall Rating
5.0
Stefano has helped clients get into these companies: