Lionel Specht

Assistant Portfolio Manager - Institutional Portfolio Management at Candriam
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Contact Information
us****@****om
(386) 825-5501
Location
BE
Languages
  • Italian Professional working proficiency
  • Dutch Elementary proficiency
  • German Limited working proficiency
  • English Full professional proficiency
  • French Native or bilingual proficiency
Skills

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Bio

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Credentials

  • Chartered Financial Analyst (CFA) - Level 1
    CFA Institute
    Jun, 2019
    - Nov, 2024

Experience

  • Candriam
    • Luxembourg
    • Financial Services
    • 500 - 600 Employee
    • Assistant Portfolio Manager - Institutional Portfolio Management
      • Oct 2015 - Present

      Portfolio management • Construction and rebalancing of fixed income indexed portfolios • Daily cash management of insurance / pension funds mandates (using money market funds, REPO and Forex) • Daily portfolio monitoring (set up of internal controls) to avoid active and passive breaches • Monthly forecasts of the accounting return over a 3 year period for insurance /pension funds portfolios Portfolio management related tasks • Create ad hoc presentations and provide the data for internal and clients’ investment committees • Support the senior PM with RFP presentations (e.g. analyses on existing portfolios and benchmarks) Automation & Project management • Automate all of our tasks using o VBA (Excel, Outlook), Excel formulas o Bloomberg, Factset, Datastream (Eikon) o GPMS (reports & batch), CRD and AAA • Lead projects on improving the quality and efficiency of our portfolio management systems Management • Oversee and train new hires

  • Logiver SA
    • Luxembourg
    • Junior Portfolio Manager
      • Jan 2014 - Oct 2015

      - Co-manage private accounts of wealthy individuals as well as the company's SICAV which implies: * Analysing invetment opportunities * Daily monitoring of the portfolios and cash management * Maintaining a strong client relationship * With the help of the company's lawyer, manage the paper work (FACTA, FINRA, KYC) - Automate controls and the overall monitoring of the accounts and the SICAV (Excel & VBA) - Audit of financial portfolios for institutionals and retail clients using Morningstar Direct and Bloomberg which implies for instance: * Analysing the total cost incurred (with funds' transparency) for the consolidated portfolio and the redundant lines - Point of contact with institutionals

  • EY
    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Assistant 1
      • Oct 2012 - Mar 2013

      - Financial audit of annual reports - Financial audit of annual reports

  • EPRA (European Public Real Estate Association)
    • Belgium
    • Real Estate
    • 1 - 100 Employee
    • Internship
      • Oct 2011 - Feb 2012

      - I helped manage the database in excel which implied: - Improving and creating formulas in Excel - Frequent updates of data - Finding ways to increase the pace of updates, and the making of reports using excel - Creation of reports by compiling and consolidating the data through the use of excel tools - I helped manage the database in excel which implied: - Improving and creating formulas in Excel - Frequent updates of data - Finding ways to increase the pace of updates, and the making of reports using excel - Creation of reports by compiling and consolidating the data through the use of excel tools

  • ARSOlux
    • Leipzig (Germany)
    • Consultant
      • Jan 2011 - Apr 2011

      ARSOlux was a spin off company of the Helmholtz-Zentrum für Umweltforschung which is a centre specialised in research in the field of bio-hazards. The purpose of the mission was to develop the business plan of the spin off and present it to venture capitalists. The mission was realised in a team and in collaboration with Roland Berger Germany. I was in charge of the financial plan (cash flow statement, scenario analysis, NPV, etc.) ARSOlux was a spin off company of the Helmholtz-Zentrum für Umweltforschung which is a centre specialised in research in the field of bio-hazards. The purpose of the mission was to develop the business plan of the spin off and present it to venture capitalists. The mission was realised in a team and in collaboration with Roland Berger Germany. I was in charge of the financial plan (cash flow statement, scenario analysis, NPV, etc.)

  • Solvay Business Game
    • Belgium
    • Education Management
    • 1 - 100 Employee
    • Staff - Logistics
      • 2010 - 2010

      2 days business cases organised by students from the SBS EM for students from all around the World, in collaboration with major companies such as BNP Paribas Fortis, Danone, Unilever, etc. 2 days business cases organised by students from the SBS EM for students from all around the World, in collaboration with major companies such as BNP Paribas Fortis, Danone, Unilever, etc.

Education

  • Solvay Brussels School of Economics and Management (SBS EM)
    Master of Science (MSc) and bachelor of science (BSc), Business Engineering
    2006 - 2012
  • Handelshochschule Leipzig / HHL - Leipzig Graduate School of Management
    Erasmus
    2010 - 2011

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