Elodie Heintz
Sales Manager at Crédit Mutuel Investment Managers- Claim this Profile
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French Native or bilingual proficiency
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English Full professional proficiency
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German Professional working proficiency
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Arabic Elementary proficiency
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Spanish Professional working proficiency
Topline Score
Bio
Sabrina Halima-Meddah
Elodie is a great person to work with. She is very good at what she does and very efficient in tackling problems you might face. Elodie is self-motivated, hard-working, reliable and a very competent co-worker. She is also highly personable and good with her team-mate, a very good team player, awesome to work with!
Sharma de Wilde
I know Elodie as a dedicated, well educated broker. As one of her clients she helped me very professional with executing my orders in equities and/or derivatives. For sure she is a good employee and I hope to keep working with her for a long time.
Sabrina Halima-Meddah
Elodie is a great person to work with. She is very good at what she does and very efficient in tackling problems you might face. Elodie is self-motivated, hard-working, reliable and a very competent co-worker. She is also highly personable and good with her team-mate, a very good team player, awesome to work with!
Sharma de Wilde
I know Elodie as a dedicated, well educated broker. As one of her clients she helped me very professional with executing my orders in equities and/or derivatives. For sure she is a good employee and I hope to keep working with her for a long time.
Sabrina Halima-Meddah
Elodie is a great person to work with. She is very good at what she does and very efficient in tackling problems you might face. Elodie is self-motivated, hard-working, reliable and a very competent co-worker. She is also highly personable and good with her team-mate, a very good team player, awesome to work with!
Sharma de Wilde
I know Elodie as a dedicated, well educated broker. As one of her clients she helped me very professional with executing my orders in equities and/or derivatives. For sure she is a good employee and I hope to keep working with her for a long time.
Sabrina Halima-Meddah
Elodie is a great person to work with. She is very good at what she does and very efficient in tackling problems you might face. Elodie is self-motivated, hard-working, reliable and a very competent co-worker. She is also highly personable and good with her team-mate, a very good team player, awesome to work with!
Sharma de Wilde
I know Elodie as a dedicated, well educated broker. As one of her clients she helped me very professional with executing my orders in equities and/or derivatives. For sure she is a good employee and I hope to keep working with her for a long time.
Credentials
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EUREX
Eurex
Experience
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Crédit Mutuel Investment Managers
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France
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Financial Services
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1 - 100 Employee
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Sales Manager
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Sep 2021 - Present
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Product Specialist
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Jan 2019 - Sep 2020
- Reshaping of the ISR fund with new strategy - Wealth Management Manager: technical support, meeting, sales pitch - Participation to strategic and investment committees - Follow-up on AuM and Net New Cash for the three distribution channels (Corporate, Retail, Wealth Management) - Reshaping of the ISR fund with new strategy - Wealth Management Manager: technical support, meeting, sales pitch - Participation to strategic and investment committees - Follow-up on AuM and Net New Cash for the three distribution channels (Corporate, Retail, Wealth Management)
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Portfolio Manager
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Jan 2017 - Dec 2018
Asset under Management 100 MUSD - Asset allocation of pension funds under different risk profiles (aggressive, balanced and conservative) - Administration of the Chilean equity fund - Proposal and implementation of the investment strategies based on internal models - Analysis of domestic and international financial markets: macro economics, technical and fundamental analysis to identify trading opportunities - In charge of commercial meetings for funds manager and key accounts of the bank Show less
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Newedge
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France
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Financial Services
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400 - 500 Employee
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Equity & Derivatives Sales
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Jan 2010 - Mar 2015
• Developing client base with new relationship among GCC participants • Trading on European and US Markets on behalf of clients :Mainly Index and Equity underlying as well as fixed income and currency: Vanilla Options (listed and OTC), Futures and Spread, Sector futures, ETF’s block trade on Agency or Risk Price • Implementation of a 5 persons desk in the Middle East (Listing of the European existing Clients, Trading Platforms, Middle tools, P&L) • Developing client base with new relationship among GCC participants • Trading on European and US Markets on behalf of clients :Mainly Index and Equity underlying as well as fixed income and currency: Vanilla Options (listed and OTC), Futures and Spread, Sector futures, ETF’s block trade on Agency or Risk Price • Implementation of a 5 persons desk in the Middle East (Listing of the European existing Clients, Trading Platforms, Middle tools, P&L)
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Dexia Securities
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France
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Capital Markets
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1 - 100 Employee
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Equity & Index Derivatives Broker
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Mar 2008 - Dec 2009
• Daily Client execution on Cash Equity and Derivatives Markets • Extending client base with new relationship among European Asset Managers • Identify potential trading strategies and offer ideas to clients • Daily Client execution on Cash Equity and Derivatives Markets • Extending client base with new relationship among European Asset Managers • Identify potential trading strategies and offer ideas to clients
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FIMAT
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Financial Services
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1 - 100 Employee
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Junior Equity Derivatives Broker
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Sep 2005 - Mar 2008
• Matching client interests through access to market makers and European Banks • Execution for client on the Cash Equity markets (European) • Analysis of the economic situation and proposition of strategies for customers • Matching client interests through access to market makers and European Banks • Execution for client on the Cash Equity markets (European) • Analysis of the economic situation and proposition of strategies for customers
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Education
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2004 - 2005
ESG Management School
Master in Finance, Capital Market -
2000 - 2004
Ecole de Management de Normandie
Master in Finance, Finance, General -
2002 - 2003
Macquarie University - Graduate School of Business
Macquarie University – Bachelor of Business Administration, Finance
Community
