Posts by Matteo Morotti

• Liquidity Data Automation

  Python-based automation that centralizes clients' cash balances from multiple banks, adjusting for pending trades and temporarily unbooked OTC structured products delivering a unified liquidity report that eliminates manual reconciliation and improves accuracy, operational efficiency and higher quality investment decisions.

  M Matteo Morotti

  July 25, 2024

  4 min read

• Official Bond Analysis

  Automated Python workflow that consolidates a client’s multi-bank holdings and performs structured analyses across fixed-income and equity segments, delivering faster monthly reporting, improved data accuracy, standardized analytics, and significantly reduced manual effort.

  M Matteo Morotti

  July 25, 2024

  5 min read

• PDF Scraping

  Python-based workflow that parses UBS account statements in PDF format, reconstructs end-of-month client portfolios (AUM, allocations, FX and gold exposure) and generates pre-filled Outlook emails with attached statements, replacing manual end-of-month summaries with a faster and more reliable process.

  M Matteo Morotti

  July 25, 2024

  4 min read

• Structured Products Database System

  Automating the creation of a single consolidated dataset that integrates all client structured-product transactions, combining trade amounts and product identifiers with full product attributes such as issuer, underlying, maturity, and observation dates. This unified view enables clear monitoring of potential call events and more accurate analysis of exposures across issuers, underlyings, and clients.

  M Matteo Morotti

  July 25, 2024

  2 min read

• Web Scraping

  Python-based automation that scrapes predefined macroeconomic indicators from free public sources, consolidates them into a structured dataset, and produces internal weekly macro updates with higher speed, consistency, and reliability.

  M Matteo Morotti

  July 25, 2024

  3 min read