Julien Lefevre

Buy-side equity analyst at Dubly Transatlantique Gestion
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Contact Information
us****@****om
(386) 825-5501
Location
France, FR

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Experience

    • Buy-side equity analyst
      • Sep 2020 - Sep 2022

      With $8bn asset under management, DTG is the asset management subsidiary of Banque Transatlantique (CM-CIC group). As a financial analyst, I mainly covered Consumer Goods (Nestlé, Danone, P&G, Coca-Cola, Pernod Ricard, David Campari, ...), Technology (Microsoft, Activision, Paypal, Netflix, Uber, ...), and some Industrie & others (John Deere, Walt Disney, Accenture). My key responsibilities: - Conducting personal research, analyzing company reports, and reviewing broker notes to prepare… Show more With $8bn asset under management, DTG is the asset management subsidiary of Banque Transatlantique (CM-CIC group). As a financial analyst, I mainly covered Consumer Goods (Nestlé, Danone, P&G, Coca-Cola, Pernod Ricard, David Campari, ...), Technology (Microsoft, Activision, Paypal, Netflix, Uber, ...), and some Industrie & others (John Deere, Walt Disney, Accenture). My key responsibilities: - Conducting personal research, analyzing company reports, and reviewing broker notes to prepare and present investment case studies during daily morning meetings with asset managers - Developing and maintaining my own Excel-based financial models - Co-managing a thematic fund invested in new technology securities - Preparing and presenting annual management reports to customers This position allowed me to gain in-depth knowledge of various sectors and companies, and to quickly adapt to their differences. This experience also strengthened my ability to communicate complex ideas to a wide range of stakeholders, from asset managers to customers. Show less

    • France
    • Software Development
    • 1 - 100 Employee
    • CEO right-hand & business development intern
      • May 2020 - Aug 2020

      Paris, Île-de-France, France Okarito is a B2B digital travel platform that offers various tools to book tickets and accommodations and simplifies the implementation of internal travel policies. I joined the team during a very challenging period, one month after they raised funds from several VCs and at the beginning of COVID lockdown. My responsibilities included: - Collaborating with the CEO to create a new premium offering - Developing automated tools to prospect sales - Conducting interviews with potential… Show more Okarito is a B2B digital travel platform that offers various tools to book tickets and accommodations and simplifies the implementation of internal travel policies. I joined the team during a very challenging period, one month after they raised funds from several VCs and at the beginning of COVID lockdown. My responsibilities included: - Collaborating with the CEO to create a new premium offering - Developing automated tools to prospect sales - Conducting interviews with potential customers (CEO, CFO, and HR of companies) Show less

    • France
    • Banking
    • 700 & Above Employee
    • Equity research intern
      • Jan 2019 - Jun 2019

      Région de Paris, France Under the supervision of Thierry Cota (Head of Luxury at Société Générale), I assisted in the recommendation of investment strategies for luxury goods stocks to clients and the writing of companies and sector analysis reports. My tasks included: - Financial modeling using DCF analysis and comparables - Conducting analysis of the luxury goods market, consumer trends, and the US and China economies, among other indicators - Preparing marketing materials for client presentations and… Show more Under the supervision of Thierry Cota (Head of Luxury at Société Générale), I assisted in the recommendation of investment strategies for luxury goods stocks to clients and the writing of companies and sector analysis reports. My tasks included: - Financial modeling using DCF analysis and comparables - Conducting analysis of the luxury goods market, consumer trends, and the US and China economies, among other indicators - Preparing marketing materials for client presentations and expert events This experience was an exciting opportunity to discover the Luxury Goods sector. Through my work, I gained valuable experience in financial analysis and market research, as well as honed my skills in preparing client-facing materials. Show less

    • Mexico
    • Oil and Gas
    • Passive funds management intern
      • Jun 2018 - Nov 2018

      Luxembourg As part of a highly international team, I assisted in the oversight of 200 passive sub-funds, including ETFs and mutual funds. My responsibilities included performing daily tasks such as: - Controlling and approving trade orders - Analyzing fund performance and validating NAVs - Verifying compliance with investment restriction policies and other regulatory requirements In addition to my daily responsibilities, I also participated in transversal projects that required… Show more As part of a highly international team, I assisted in the oversight of 200 passive sub-funds, including ETFs and mutual funds. My responsibilities included performing daily tasks such as: - Controlling and approving trade orders - Analyzing fund performance and validating NAVs - Verifying compliance with investment restriction policies and other regulatory requirements In addition to my daily responsibilities, I also participated in transversal projects that required significant interaction with a wide range of other business divisions. Through these projects, I gained valuable experience collaborating with cross-functional teams. Show less

    • Motor Vehicle Manufacturing
    • Co-Founder
      • Nov 2017 - Nov 2018

      Région de Paris, France Eyedive was a startup that created short videos using VR technology to help young students discover different careers and career paths. Our work has been recognized with several awards and nominations, including: - 1st prize in the "Education of the Future" hackathon by Ecole 42 - Nomination for "Best Digital Innovation" at the Challenges Citoyens CGI by CGI Consulting group - Partnership development with a city council in Paris - Interviews on major French media outlets such as… Show more Eyedive was a startup that created short videos using VR technology to help young students discover different careers and career paths. Our work has been recognized with several awards and nominations, including: - 1st prize in the "Education of the Future" hackathon by Ecole 42 - Nomination for "Best Digital Innovation" at the Challenges Citoyens CGI by CGI Consulting group - Partnership development with a city council in Paris - Interviews on major French media outlets such as BFM Business TV and Europe 1 radio Show less

    • France
    • Banking
    • 700 & Above Employee
    • Credit risk rating intern
      • May 2017 - Jul 2017

      Région de Paris, France As part of the Financial Rating Department, I evaluated over 150 companies in the Tourism, Hotel, and Restaurant industries based on their ability to meet financial commitments over a 3-year horizon. In my analysis, I evaluated several elements, including: - Financial statements, credit, and default risks using various financial ratios - Analysis of the macro environment - Feedback from interviews conducted with CEOs or CFOs The findings helped businesses identify areas… Show more As part of the Financial Rating Department, I evaluated over 150 companies in the Tourism, Hotel, and Restaurant industries based on their ability to meet financial commitments over a 3-year horizon. In my analysis, I evaluated several elements, including: - Financial statements, credit, and default risks using various financial ratios - Analysis of the macro environment - Feedback from interviews conducted with CEOs or CFOs The findings helped businesses identify areas where they could improve their financial performance, and provided valuable insights for the lenders and the Central Bank of France. Show less

Education

  • Université Paris Dauphine
    MSc in Banking Finance and Insurance (Magistère BFA)
    2016 - 2020
  • OpenClassrooms
    Web and Mobile development
  • Washington University in St. Louis
    MBA exchange program
    2019 - 2019
  • École normale supérieure
    PSL Xtend exchange program, International Law and Geopolitics
    2018 - 2018
  • Toulouse School of Economics
    Bachelor's degree in Economics and Accounting Management
    2014 - 2016

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