Experience

DAPM SA

• Switzerland
• Financial Services
• 1 - 100 Employee

• Manager

  • Aug 2011 - Present

  • Portfolio Analyst – Relationship Manager: o Team supervisor, review & ensure correctness of consolidation process, secure deadlines o Daily contact with third parties representing the client, to provide tailor-made reports o Main point of contact and exchange between the client and third parties (Banks, Family Office, Lawyers, Trusts…) o Organize weekly markets and news reviews over the reporting period o Financial and non-financial reporting, consolidation and analysis: all types of liquid (listed, OTC, Hedge funds, etc.) and non-liquid investments (Real Estate, private companies, etc.) o Familiar with all types of asset (Bonds / Equity / Fund / Option…) o Implementation, analysis and reporting of non-financial assets (Arts, Cars, Planes ...) o Audit and supervision of client banking mandate (Asset allocation, risk limit, liquidity, fee schedule, tax constraints) o Full portfolios reviews during clients meetings and evaluation of clients’ new needs. o Portfolio / investment analysis (Risk/return, performance attribution…) • Internal Strategic Missions: o Financial Officer: 􀂃 Production of forecast budget and cash-flow projection of the company 􀂃 Administration and accountancy of main and overseas offices o Strategy: 􀂃 Business development, establishment of a business plan for potential strategic investors 􀂃 Business intelligence and market studies, implementation of needs to new features 􀂃 Support for international development of the company (prospecting, joint venture…)



BBG

• Watford, United Kingdom

• Trainee

  • May 2010 - Aug 2010

  • Contact and implementation of new business in French speaking countries • Organizing and attending specialized event, to present the company and its products o PowerPoint/Prezi presentations to promote premium products to special guests o Creation of brochures presenting the company production line • Contact and implementation of new business in French speaking countries • Organizing and attending specialized event, to present the company and its products o PowerPoint/Prezi presentations to promote premium products to special guests o Creation of brochures presenting the company production line