Institutional Sales

• Dec 2021 - Present

Cross Asset Advisor

• Nov 2020 - Dec 2021

Hedge Fund Advisor

• Jul 2017 - Nov 2020

Financial Aspect: - Drafting of funds' qualitative and quantitative IDD / ODD before presentation to investment committees - Automating Excel tools linked to Bloomberg and Morningstar to monitor and analyse markets as well as funds performances and risks (volatility, sharpe / sortino ratio, alpha, beta, sector / factor correlation, VaR ...) - Creation, monitoring and reporting of tailor made mandates (Offshore/UCITS funds) with the possibility of dynamically integrating clients'… Show more Financial Aspect: - Drafting of funds' qualitative and quantitative IDD / ODD before presentation to investment committees - Automating Excel tools linked to Bloomberg and Morningstar to monitor and analyse markets as well as funds performances and risks (volatility, sharpe / sortino ratio, alpha, beta, sector / factor correlation, VaR ...) - Creation, monitoring and reporting of tailor made mandates (Offshore/UCITS funds) with the possibility of dynamically integrating clients' requirements (constraints and orientations). Commercial Aspect: - Communication management towards our commercial networks (sales presentation, flash, monthly review...) - Participation in business development with clients (existing / prospects) by email, phone or physical meeting (English / French) - Work in cooperation with internal departments to ensure the proper distribution canal (legal, compliance, marketing…) Transversal Aspect: - Contribution to the creation and development of the "Responsible Investment ISR/ESG" offer (methodology and rating) - Risk monitoring and regulatory subjects (Mifid 2, Cost and Charges, Cost and Complexity, European Mifid Template, Target Market, OCR, RDR Share Class...) https://wealthmanagement.bnpparibas/fr.html Show less Financial Aspect: - Drafting of funds' qualitative and quantitative IDD / ODD before presentation to investment committees - Automating Excel tools linked to Bloomberg and Morningstar to monitor and analyse markets as well as funds performances and risks (volatility, sharpe / sortino ratio, alpha, beta, sector / factor correlation, VaR ...) - Creation, monitoring and reporting of tailor made mandates (Offshore/UCITS funds) with the possibility of dynamically integrating clients'… Show more Financial Aspect: - Drafting of funds' qualitative and quantitative IDD / ODD before presentation to investment committees - Automating Excel tools linked to Bloomberg and Morningstar to monitor and analyse markets as well as funds performances and risks (volatility, sharpe / sortino ratio, alpha, beta, sector / factor correlation, VaR ...) - Creation, monitoring and reporting of tailor made mandates (Offshore/UCITS funds) with the possibility of dynamically integrating clients' requirements (constraints and orientations). Commercial Aspect: - Communication management towards our commercial networks (sales presentation, flash, monthly review...) - Participation in business development with clients (existing / prospects) by email, phone or physical meeting (English / French) - Work in cooperation with internal departments to ensure the proper distribution canal (legal, compliance, marketing…) Transversal Aspect: - Contribution to the creation and development of the "Responsible Investment ISR/ESG" offer (methodology and rating) - Risk monitoring and regulatory subjects (Mifid 2, Cost and Charges, Cost and Complexity, European Mifid Template, Target Market, OCR, RDR Share Class...) https://wealthmanagement.bnpparibas/fr.html Show less

Private Equity Advisor

• Mar 2016 - Aug 2016

- Writing investment proposals to UHNWI clients (French/English) - Update of funds’ set marketing and reporting for UHNWI clients - Assistance in the preparation of investment committees (screening, memorandum) - Building dashboards for investments monitoring (DCF, Multiples valuations, TRI, NAV…) - Participation in the selection of private equity funds (Ardian, KKR, Alpha…) https://www.ca-indosuez.com/monaco/fr - Writing investment proposals to UHNWI clients (French/English) - Update of funds’ set marketing and reporting for UHNWI clients - Assistance in the preparation of investment committees (screening, memorandum) - Building dashboards for investments monitoring (DCF, Multiples valuations, TRI, NAV…) - Participation in the selection of private equity funds (Ardian, KKR, Alpha…) https://www.ca-indosuez.com/monaco/fr

Assistant Private Banker

• Aug 2015 - Feb 2016

- Writing investment proposals (mutual funds, structured products, equities, bonds…) - Preparation and participation to clients and managers of external funds meetings - Risk and return analysis of investments via Bloomberg Portfolio & Risk Analytics (Monte Carlo value at risk, sharpe ratio, volatility, max drawdown) - Creating an Excel file to track and generate day-to-day business activity http://www.privatebanking.societegenerale.fr/ - Writing investment proposals (mutual funds, structured products, equities, bonds…) - Preparation and participation to clients and managers of external funds meetings - Risk and return analysis of investments via Bloomberg Portfolio & Risk Analytics (Monte Carlo value at risk, sharpe ratio, volatility, max drawdown) - Creating an Excel file to track and generate day-to-day business activity http://www.privatebanking.societegenerale.fr/