Anaëlle Meudec

Gérant de portefeuille at Mobilis Gestion
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Contact Information
us****@****om
(386) 825-5501
Location
Lille, Hauts-de-France, France, FR
Languages
  • French -
  • English -
  • Spanish -

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Credentials

  • Investment Management Certificate
    CFA Society of the UK
    Apr, 2014
    - Nov, 2024
  • AMF
    First Finance

Experience

    • France
    • Banking
    • 1 - 100 Employee
    • Gérant de portefeuille
      • Sep 2022 - Present

  • CM-CIC Gestion
    • Lille, Nord-Pas-de-Calais, France
    • Portfolio Manager
      • Jan 2016 - Sep 2022

      Discretionary management Investment in Equity - UCITS Discretionary management Investment in Equity - UCITS

    • France
    • Real Estate
    • 700 & Above Employee
    • Real Estate investment analyst
      • Jun 2015 - Dec 2015

    • France
    • Financial Services
    • 700 & Above Employee
    • Equity Product Specialist - Framlington
      • Jul 2013 - Jun 2015

      • Help to raise assets by supporting and advising existing clients and prospects• Work closely with fund managers on pitch documents to present the fund in the best possible way • Deal with ad-hoc queries and requests (Funds commentary, RFP, performance analysis…)• Participate to Business Development (product range revamping, new products launch)• Give information and guidance on AXA Framlington products to sales force and other internal AXA IM teams• Identify the most promising sales opportunities and focus the attention of sales on these opportunities• Monitor and analyse the level of activity in terms of inflows, opportunities and business at risk Show less

    • Multi Asset Product Specialist - Multi Asset Client Solutions
      • Jan 2013 - Jun 2013

      • Contribute to the understanding of clients’ needs and provide clients with products and tailored investment solutions fitting their needs • Manage product development and product positioning with Distribution teams and all parties involved • Support Sales teams in their distribution efforts by providing client-facing support and up-to-date marketing material • Performance calculations and analysis for a broad range of products including in particular Structured Products and Multi-Asset Funds• Review and development of product offers tailored to the needs of specific markets such as the Middle East (market analysis, review of competitors’ product offer, etc.)• Development of ad-hoc communications to Distribution teams aiming to support the promotion of new products e.g. Global Flex, Equity Volatility Fund• Revamping of products and expertises presentations for the investment expertises pertaining to the MACS platform e.g. Multi Asset Investments, Absolute & Total Return, Structured Management, Derivatives Management, etc Show less

    • Netherlands
    • Financial Services
    • 700 & Above Employee
    • Sales support
      • Jan 2012 - Jun 2012

      -Day to day follow up on existing mandates and dedicated funds (Direct contact with clients-Work with Rotterdam headquarter) - Production of the quarterly documents for Management Committees - Setting up distribution agreements, from terms to signature, and updates - follow up on rebates payment circuit: monthly internal meetings - Production and sending specific reportings for clients -Day to day follow up on existing mandates and dedicated funds (Direct contact with clients-Work with Rotterdam headquarter) - Production of the quarterly documents for Management Committees - Setting up distribution agreements, from terms to signature, and updates - follow up on rebates payment circuit: monthly internal meetings - Production and sending specific reportings for clients

    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Financial Products Marketing (EdRIM)
      • Jun 2011 - Dec 2011

      • Creation of Marketing collateral, together with asset managers and sales staff • Drafting of commercial brochures and various communication materials (data sheets, articles…) • Performing constant and punctual studies on the products • Competitive and strategic intelligence monitoring • Creation of Marketing collateral, together with asset managers and sales staff • Drafting of commercial brochures and various communication materials (data sheets, articles…) • Performing constant and punctual studies on the products • Competitive and strategic intelligence monitoring

    • France
    • Banking
    • 200 - 300 Employee
    • Front Office Managers' assistant
      • May 2010 - Aug 2010

      • Internal paper writing (use of Bloomberg and Reuters) • Holding meetings with companies of financial instruments development, companies of extra financial rating and funds channels platforms. • Studying portfolios of Transatlantique Gestion • Internal paper writing (use of Bloomberg and Reuters) • Holding meetings with companies of financial instruments development, companies of extra financial rating and funds channels platforms. • Studying portfolios of Transatlantique Gestion

Education

  • Toulouse Business School (ESC Toulouse)
    degree in management, Market Finance, Quantitative Finance
    2009 - 2013
  • Lycée Saint Jean de Douai
    •2-year higher education program for competitive entrance examinations to French Business school
    2007 - 2009
  • saint adrien

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