Investment Analyst of Thematic Equities – Research and Advisory

• Feb 2023 - Present

I am working together with the Head of Thematic Equities, Bruno Hesnard, and I contribute to the following areas: -Providing investment ideas for the Asset Management and Structured Product teams through the creation of Thematic Equity Portfolios (i.e. Sovereignty Theme), using a top-down approach; -Researching and writing reports on various topics (i.e. Infrastructure, Rare Earths, TICs...) and Equities to be published on the company website and shared with clients. In addition, I am writing daily reviews on Global Markets; -Improving the accuracy of Equity Valuation Models, such as the DCF and multiples, based on industry-specific characteristics and scenario analysis; -Creating a new investment scoring model (in VBA) that generates signals based on various factors. -Automating key processes.

Senior Tax Analyst

• Aug 2020 - Jul 2021

-Managing a portfolio of 10 main clients (listed on FTSE 250) assisting them in relation to taxation on equity awards and other benefits;-Leading a recurring project (GBP 200k worth of fees per annum) for a large investment bank. The project involved the quarterly review of their equity awards by using sophisticated data analysis and technical knowledge;-Actively managed many Due Diligence M&A projects from the employment tax perspective, for both sell and buy sides;-Assisted a director on a group restructuring project, for a leading private equity UK client, which involved a share per share exchange from the current company to the newly created holding company, for all equity holders at the global level.

Tax Analyst

• Sep 2019 - Aug 2020

Volunteer

• Aug 2018 - Sep 2018

During the project in France, I worked in a team of other 13 volunteers coming from 7 different States of the EU. Our aim was to help a small municipality in Bretagne to build a wood bridge and a terrace in a park. In addition, we held several social activities with the local communities. Through the project, I gained important experience in team working and events organization, and I improved my level of French. During the project in France, I worked in a team of other 13 volunteers coming from 7 different States of the EU. Our aim was to help a small municipality in Bretagne to build a wood bridge and a terrace in a park. In addition, we held several social activities with the local communities. Through the project, I gained important experience in team working and events organization, and I improved my level of French.

European Union Trainer - Teaching

• Nov 2017 - Jun 2018

Together with the team of Punto Europa, we give frontal lessons to classes of the local schools about the European Union history and Institutions. The aim of our job was to share and spread the knowledge of the EU within the local community. Moreover, we organize also events in the city of Forli (ex. EU anniversary on the 9th of May) Together with the team of Punto Europa, we give frontal lessons to classes of the local schools about the European Union history and Institutions. The aim of our job was to share and spread the knowledge of the EU within the local community. Moreover, we organize also events in the city of Forli (ex. EU anniversary on the 9th of May)