Julien Albertini

Family Officer at Letus Private Office
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Contact Information
us****@****om
(386) 825-5501
Location
Paris, Île-de-France, France, FR
Languages
  • Anglais -
  • Français -
  • Allemand -

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Credentials

  • Private Equity and Venture Capital - 5-week MOOC by Università Commerciale Luigi Bocconi
    Coursera
    May, 2020
    - Nov, 2024

Experience

  • Letus Private Office
    • France
    • Financial Services
    • 1 - 100 Employee
    • Family Officer
      • Jan 2023 - Present

    • Client Service Officer
      • Feb 2021 - Dec 2022

  • UBS La Maison de Gestion
    • France
    • Investment Management
    • 1 - 100 Employee
    • Investment Management Service Intern
      • Feb 2020 - Jul 2020

      - Managing services related to the fund management business. - Promoting investment funds through the implementation of organisational tools. - Implementing tools for monthly monitoring of open fund liabilities. - Managing services related to the fund management business. - Promoting investment funds through the implementation of organisational tools. - Implementing tools for monthly monitoring of open fund liabilities.

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Client Advisor Assistant - High Net Worth (HNW)
      • Aug 2019 - Jan 2020

      - Creating and analysing customized reports. - Updating customer performance and arbitration proposal. - Prospecting new clients through the organisation of various events and client meetings. - Creating and analysing customized reports. - Updating customer performance and arbitration proposal. - Prospecting new clients through the organisation of various events and client meetings.

  • Edmond de Rothschild
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Assistant Portfolio Manager
      • Jun 2018 - Aug 2018

      - Financial order entry on Olympic. - Updating daily performances of portfolios managed. - Monitoring of investment process of newly managed portfolios. - Financial order entry on Olympic. - Updating daily performances of portfolios managed. - Monitoring of investment process of newly managed portfolios.

Education

  • EDHEC Business School
    Master in Business Management
    2017 - 2021
  • Lycée Claude Fauriel
    CPGE Scientifique - fillière PC, Mathématiques et Sciences-Physiques
    2014 - 2017

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