Portfolio Manager

• Aug 2016 - Present

Portfolio Manager and Senior Research Analyst

• May 2011 - Aug 2016

• Developed, started, and manage individual stock strategy portfolios - Fundamental and technical quantitative screening - Trading and portfolio rebalancing - Raised $100 million in 3 years • Chief analyst for portfolio allocation and mutual fund selection on all asset classes • Quantitative research and modeling for strategic and tactical portfolio allocations • Designed and created reporting tools for risk management - Tracked portfolio beta - Reduced significantly performance dispersion - Improved risk control • Instrumental in the launch of a flexible asset allocation fund Show less

Portfolio manager for discretionary mandates

• Jan 2007 - May 2010

• Solely responsible for managing $50 million of assets - Decision on asset allocation, stock picking and fund selection - Proven expertise in carrying out equity valuation models - Interaction with external fund managers - Portfolio monitoring and rebalancing - 3 year track record of outperformance • Ethical relationship of confidence built with clients - Prepared & delivered investment strategies - Interfaced with clients and prospects for investment proposals and financial assessments • Published articles on global equity markets for a top economic newspaper, Le FIGARO Economie • Development of Factset databases to improve analysis and reporting tools which resulted in a substantial time gain Show less

Portfolio Assistant Manager

• Jan 2006 - Sep 2006

• Equity investment proposals and portfolio supervision • Participation in the launch of a specialized fund in the luxury sector « CS EF Global Prestige » - Definition of the investment universe - Characterization of the different trends of the sector - Production of marketing documents • Involvement in asset allocation : monthly presentation of financial markets status to Private Bankers • Equity investment proposals and portfolio supervision • Participation in the launch of a specialized fund in the luxury sector « CS EF Global Prestige » - Definition of the investment universe - Characterization of the different trends of the sector - Production of marketing documents • Involvement in asset allocation : monthly presentation of financial markets status to Private Bankers

Buy-side Analyst / Equity Manager Assistant

• Jul 2005 - Sep 2005

• Carry out of a valuation model for Saint Gobain and study of sell-side research • Weekly meetings with European stocks companies' CEO, CFO & IR • Carry out of a valuation model for Saint Gobain and study of sell-side research • Weekly meetings with European stocks companies' CEO, CFO & IR

International Desk Sales Assistant

• Jul 2004 - Sep 2004

• Financial analysis of small caps • Sales process and order confirmations • Financial analysis of small caps • Sales process and order confirmations