Simone Taravelli — Treasury & Portfolio Strategy
Treasury & Investment Professional

Bridging institutional
discipline with on-chain
execution.

Strategically deploying capital across DAO treasuries at KPK with a focus on benchmark-aware allocation, alpha-generating yield strategies, and rigorous protocol due diligence to deliver superior risk-adjusted returns.

01 / 06
$50M+
AUM across DAO treasury mandates
€4bn
UHNW portfolio coverage at BNP Paribas
CFA Level II
Candidate, May 2026
5 years
DeFi protocol analysis and treasury operations
MSc Finance
Católica Lisbon, #17 worldwide per Financial Times
Cross-asset
Equities, fixed income, alternatives, and DeFi

About

A bit about me

Treasury Manager at KPK (formerly Karpatkey), one of the leading on-chain asset management firms. I manage DAO treasury mandates under an active management approach, generating alpha over predefined benchmarks by defining strategy, sizing allocations, and executing through multisig setups.

My trajectory spans BNP Paribas Wealth Management (cross-asset allocation for UHNW clients, €4bn AUM), Siemens financial controlling, and multi-year DeFi protocol analysis covering lending markets, stablecoin structures, LP strategies, and governance mechanisms.

Building toward a career at the convergence of digital assets and institutional portfolio management, combining crypto-native yield sourcing with traditional investment discipline.

LocationGermany, remote
EducationMSc Finance, Católica Lisbon
CertificationCFA Level II Candidate
LanguagesItalian, English, French, German
TechnicalPython, VBA, Power BI, SQL
ThesisAsset Tokenization in Finance

Experience

Career timeline

Sep 2025
Present
Treasury Manager
KPK (formerly Karpatkey), Onchain Asset Management
Manage $50M+ AUM across DAO treasury mandates, generating alpha over ETH, USD, and EUR benchmarks by defining strategy, allocations, timing, and joint multisig execution.
Identify and size risk-adjusted yield opportunities across lending markets, LP strategies, LSTs, stablecoin venues, and fixed-yield products. Track the broader yield landscape to keep allocation views current.
Run protocol due diligence covering smart contract, economic, and governance risks. Produce investment memos and risk reports. Contribute to internal discussions on sizing, allocation, and exit timing.
Continuous monitoring through HyperNative. Own client relationships end to end: structured check-ins, performance reporting, valuation marks, and strategic commentary.
Jul 2025
Sep 2025
DeFi Portfolio & Operations Analyst
KPK (formerly Karpatkey)
Supported treasury strategy, protocol due diligence, and yield strategy execution across DAO mandates. Contributed to portfolio construction and client-facing delivery.
May 2024
Present
Founder & Financial Data Consultant
MetricStudio, Part time
Founded a consulting initiative supporting Italian SMEs with data-driven reporting, CRM automations, and KPI dashboards. Owned the full commercial cycle from prospecting through delivery.
Jul 2023
Nov 2024
Portfolio Analyst
BNP Paribas Wealth Management, Lisbon
Supported cross-asset allocation and portfolio monitoring for UHNW clients (€4bn AUM). Produced performance attribution, portfolio reviews, and reporting tied to investment committee processes.
Contributed to investment analysis and rebalancing decisions across equities, fixed income, and alternatives within a structured governance framework.
Built Python, VBA, and Power BI tools to automate reporting and surface decision-relevant insights for senior stakeholders.
May 2022
Apr 2024
DeFi Analyst
BusinessPlug, Part time, Remote
Protocol due diligence and risk analysis across DeFi. Covered lending markets, stablecoin structures, LP strategies, and governance mechanisms.
Aug 2022
Jul 2023
Financial Controller
Siemens AG, Lisbon
Automated financial reporting and invoicing workflows through Python, VBA, and Power BI. Achieved approximately 70% operational efficiency improvement.

Toolkit

Skills & tools

01
On-Chain Treasury
Active portfolio management across DeFi. Yield sourcing, allocation sizing, multisig execution, and benchmark-relative performance tracking.
LendingLPsLSTsFixed YieldStablecoins
02
Protocol Due Diligence
End-to-end evaluation covering smart contract risk, economic design, governance frameworks, and implementation constraints.
Smart ContractsGovernanceEconomic Risk
03
Portfolio Strategy & Risk
Cross-asset allocation, performance attribution, solvency analysis, and risk management grounded in institutional frameworks.
AttributionAllocationRisk Mgmt
04
On-Chain Tools
Daily operational tooling for monitoring, simulating, and executing on-chain treasury positions.
EtherscanTenderlySafeZodiacDuneDeFiLlamaNansenHyperNative
05
Technical & Data
Automation, financial modelling, and dashboard delivery across reporting and operational workflows.
PythonVBAPower BIPower QueryExcel
06
Client & Stakeholder
End-to-end mandate delivery. Structured check-ins, performance reporting, strategic commentary, and translating complex DeFi mechanics into actionable strategy.
Client FacingReportingBizDev

Education

Academic background

Católica Lisbon School of Business & Economics
MSc in Finance
#17 Worldwide, Financial Times
Thesis: "Transforming the Financial Industry with Asset Tokenization"
University of Turin
BSc in Business & Management
Erasmus at IAE Lyon University, France
QUT, Queensland University of Technology
Global Innovation Challenge
Summer School, Brisbane, Australia
CFA ProgramLevel I Passed (May 2024, 46% pass rate). Level II Candidate, May 2026
Data Analyst with PythonDataCamp Certification
Bloomberg Market ConceptsBloomberg LP

Connect

Let's get in touch

Open to conversations about treasury strategy, portfolio management, DeFi opportunities, and the convergence of digital and traditional assets.

© 2026 Simone Taravelli