Alexis Robert
Gérant monétaire/taux at Ecofi- Claim this Profile
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Français Native or bilingual proficiency
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Anglais Full professional proficiency
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Bio
Credentials
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Certification AMF
Autorité des marchés financiers (AMF) – FranceNov, 2014- Nov, 2024
Experience
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Ecofi
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France
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Investment Management
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1 - 100 Employee
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Gérant monétaire/taux
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Jun 2022 - Present
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HUGAU GESTION
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France
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Financial Services
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1 - 100 Employee
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Gérant taux
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Feb 2019 - May 2022
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CBT Gestion
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France
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Investment Management
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Junior Portfolio Manager
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Aug 2017 - Feb 2019
- Automation of process (VBA/SQL). - Implementation of a quantitative model regarding equities (Python & VBA). - Funds analysis. - Control the ratios of the funds and asset expositions (liquidity, cash, investment) - Daily use of MorningStar. - Contribution in investment strategies. - Automation of process (VBA/SQL). - Implementation of a quantitative model regarding equities (Python & VBA). - Funds analysis. - Control the ratios of the funds and asset expositions (liquidity, cash, investment) - Daily use of MorningStar. - Contribution in investment strategies.
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Advenis
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France
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Financial Services
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100 - 200 Employee
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Multi-manager Assistant (Fund Of Funds)
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Feb 2017 - Aug 2017
- Involvement in investment strategies. - Funds hedging adjustment (bêta and forex). - Automation of day-to-day tasks (VBA/SQL). - Creation of an analysis/scoring software for the funds selection (VBA/SQL). - Daily use of Bloomberg (data extraction; purchase/sale of bonds, futures on indices and forex with EMSX...). - Preparation of the management committees and funds selection committees. - Representation of my manager in conferences and investor meetings. - Portfolio analysis.
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Exane
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France
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Investment Banking
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400 - 500 Employee
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Middle Office - Produits Structurés
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Apr 2016 - Sep 2016
-Payoff calculation on structured products -Daily use of Bloomberg -OST tracking and data treatment automations -Automation of day-to-day tasks, data analysis and email sending -VBA programming every day (Pack Office, IE, FSO, API) -Solve requests from traders and sales -Ensure the transfer of stocks -Payoff calculation on structured products -Daily use of Bloomberg -OST tracking and data treatment automations -Automation of day-to-day tasks, data analysis and email sending -VBA programming every day (Pack Office, IE, FSO, API) -Solve requests from traders and sales -Ensure the transfer of stocks
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CACEIS
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France
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Banking
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700 & Above Employee
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Middle Office Analyst / Processing team – OTC Derivatives Department
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Jan 2015 - Jun 2015
- Automation of data processing and sending emails in VBA and C++ - Use VBA language to interact with several softwares (Adobe, Outlook, Excel, Access, Internet) - IT support on programs intended for the Middle office and processing teams. - Ensure a proper booking of the transactions - Reporting to my client (Amundi asset management) and Support to the front office - Trade processing (Reconciliation, Trade Confirmation) - Management of queries for Structured and Derivatives products - Ensure an optimal level of client satisfaction
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BDE ESCEM - Tours
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Tours
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Trésorier du Bureau Des Elèves / Treasurer of Student Union
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2013 - 2014
- Management of a budget of € 100.000 - Negociating contracts - Expenses planning - Organize events for the students - Management of a budget of € 100.000 - Negociating contracts - Expenses planning - Organize events for the students
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Sup'invest (association)
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Tours
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Membre de l'association / Active member
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2012 - 2013
- Organized an inter-campus stock market contest (Tours and Poitiers) - Raised funds for the event - Organized an inter-campus stock market contest (Tours and Poitiers) - Raised funds for the event
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Absorba
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Troyes
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Manutentionnaire / Handler
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Jun 2011 - Aug 2011
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Absorba
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Région de Troyes, France
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Manutentionnaire / Handler
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Jun 2010 - Aug 2010
- Order picking - In charge of stocktaking - Quays organisation - Order picking - In charge of stocktaking - Quays organisation
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Education
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ECE Paris
Master ecole d'ingénieurs - Ingénierie Financière / Master Degree -
Ecole Supérieure de Commerce Et de Management - ESCEM
Master grande école de commerce / Master Degree, Finance de marché et getion des risques -
Lycée Clémenceau (Reims)
Bac +2, Classes préparatoires HEC option économique -
Lycée Saint François de Sales
Baccalauréat - Economique et Social