← Back to full site
Download PDF Schedule a call

Valerio Santoni

Business Intelligence Specialist @UBS · Zurich, Switzerland
📍 Zurich, Switzerland 💼 linkedin.com/in/valeriosantoni ✉️ valeriosantoni7@gmail.com
Valerio Santoni
Currently
Scaling the client data management dashboard at UBS Zurich during the Credit Suisse integration, Power BI, SQL, Azure Databricks. Supporting Client Intelligence segmentation and marketing performance reporting for Personal & Corporate Banking.

I turn messy client data into dashboards that move decisions. Business Intelligence Specialist at UBS Zurich (Personal & Corporate Banking · Marketing & Digital Sales). Double-degree Master's: Clermont School of Business (Business Intelligence, 4.0/4.0) + Università di Pavia (Digital Management, 108/110). Background: Data Analyst at Philip Morris International (Lausanne), Nova Talent. Lived and worked across IT, FR, DE, CH, Italian (native), English (full professional), French (working).

Professional Experience
Business Intelligence Specialist
UBS · Personal & Corporate Banking – Marketing & Digital Sales
Zurich, Switzerland · On-site
  • Managing and developing the client data management dashboard for Marketing & Digital Sales (Power BI, SQL)
  • Supporting the Client Intelligence project, delivering data-driven insights to improve client engagement and segmentation
  • Monitoring marketing events end-to-end, from campaign setup to performance reporting and stakeholder delivery
  • Supporting data governance and quality validation across client data platforms during the Credit Suisse integration
Client Data ManagementClient IntelligencePower BISQLData Governance
Mar 2026 – Present
CURRENT
Data & Reporting Engineer Intern
UBS · Technology Function
Zurich, Switzerland · On-site
  • Built and maintained a traffic monitoring system to track marketing performance and digital sales KPIs (Power BI, SQL)
  • Worked with service management databases on Azure Databricks; built Power BI dashboards and dataflows from multiple sources
  • Gathered requirements, developed test cases, deployed reporting solutions; used GitLab for version control
  • Delivered presentations at the Tech Architect Forum; performed data quality checks and Excel analytics
Traffic MonitoringAzure DatabricksPower BIServiceNowGitLab
Sep 2025 – Feb 2026
Data Analyst Intern
Philip Morris International · Brand Retail Deployment
Lausanne, Switzerland · On-site
  • Aligned BREPT database with ISquare using Python; identified discrepancies in 1,500+ records and automated location data reconciliation
  • Designed Power BI dashboards to report Q1/Q2 KPIs and visualize global retail ecosystem performance
  • Suggested structural improvements for ISquare 2.0; coordinated with PMs on point-of-sale governance
PythonPower BIData AnalysisProject Management
Feb 2025 – Aug 2025
Center for Global Strategic Engagement Intern
Università di Pavia · GLOBEC – EC2U Alliance Unit
Pavia, Italy · On-site
  • Organized international academic events; welcomed researchers from University of Turku and University of Poitiers
  • Project reporting and documentation
Mar 2024 – Jun 2024
Disciplinary Tutor & Project Tutor
Università Politecnica delle Marche
Ancona, Italy · Hybrid
  • Disciplinary Tutor of Private Law (50 hours), Aug 2022 to Jan 2023
  • Project Tutor: facilitated Design Thinking sprints using Miro Board; led brainstorming sessions with student innovation teams, Feb 2022 to Jul 2022
Feb 2022 – Jan 2023
Education
Clermont School of Business, Clermont-Ferrand, France
Master in Management, specialization in Business Intelligence
4.0 / 4.0
Double-Degree Programme Grande École – 3rd Year
Sep 2024 – Dec 2025
Southwestern University of Finance and Economics (SWUFE), Chengdu, China
Global Academy Summer Camp · Dialogue on East & West Business Management
Jul 2024
Università di Pavia, Pavia, Italy
MSc International Business & Entrepreneurship | specialization in Digital Management
108 / 110
Thesis: "The Role of Data-Driven Insights in Digital Retail Transformation – The Case of PMI"
Sep 2023 – Oct 2025
Julius-Maximilians-Universität Würzburg, Germany
Erasmus+, Business Administration · Sales & CRM, Strategic Innovation, Digital Entrepreneurship
Mar – Aug 2023
Università Politecnica delle Marche, Ancona, Italy
BSc Business Administration
101 / 110
Thesis: "The Impact of AI on Marketing Strategies"
Sep 2020 – Oct 2023
Skills & Tools
Expert
Microsoft Power BI · Business Intelligence · Microsoft Excel · ETL Processes · Dashboard Development
Advanced
SQL · Azure Databricks · Data Governance · Project Management · Stakeholder Reporting
Intermediate
Python · MicroStrategy · DAX · Power Automate · Data Quality Validation
Familiar
GitLab · ServiceNow · Jira · Miro · Salesforce
Languages
🇮🇹ItalianNative
🇬🇧EnglishFull professional
🇫🇷FrenchLimited working
🇩🇪GermanElementary (A2)
Certifications & Awards
Nova MemberNova2025
Introductory Certificate in PMIPMA2024
Power BI FundamentalsDataCamp2024
Excel FundamentalsDataCamp2024
GreenMade AwardHive Incubator & Enactus2022
First Certificate in English B2Cambridge English2019
Full profile & coaching · valeriosantoni7-lang.github.io · @valerio.swiss