Experience

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  Sienna Gestion

  • Région de Paris, France

  • Analyst & Equity Portfolio Manager

    • Feb 2016 - Aug 2022
    • Région de Paris, France

    • Managed European Equity Funds with a total AUM of c.EUR200M.• Mainly adapted Quality Value, GARP and Contrarian investment strategies.• Accumulated decent industrial knowledge in New Energy, Technology, Chemicals andMetals & Mining sectors, participated in management roadshows and research analysts’ presentations.• Differentiated funds with emphasis on ESG investment (with a focus on the E) considering companies’ efforts in dealing with climate change, circular economy, and biodiversity.• Reviewed Factset, Bloomberg to analyze companies’ data, to derive transaction-basedrisk and performance attributions, and to understand peer performance and strategies.1. Climate Solutions Fund launch (AUM of c.EUR90M), substantially outperformed the benchmark:• Conducted extensive research on ESG, especially on Environmental development: constructed a climate mitigation and adaptation investment strategy.• Investment strategy focused on 3 key pillars, 1) green energy supply via renewables and biofuels, 2) energy transportation and storage technologies via pipelines, smart grid, hydrogen,and batteries, 3) energy demand efficiency via vehicle electrification, isolation, and smart materials.• As of July 2022: since inception return on investment of +60.4% vs STOXX 600: +47.6%.• Extra-financial performance: 2°C alignment (PACTA tool), green share, EU taxonomy eligibility, energy mix exposures, prospective scoring based on companies’ ESG targets.2. Other highlights:• Reviewed quarterly publications and tracked sector and macroeconomic figures to provide spontaneous allocation adjustments.• Maintained bottom-up financial valuation models (mostly peer comparisons), cross sectional peer comparisons as well as time-series comparisons.• Applied multi-factors stock rankings to distinguish potential investment opportunities out of stock panels.• Communicated with clients elaborating fund performance and our reflections on market and sector trends.

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  Aviva Investors

  • Région de Paris, France

  • Equity Buy-Side Analyst & Portfolio Manager Assistant

    • Apr 2015 - Feb 2016
    • Région de Paris, France

    - Gained exceptional exposure in assisting portfolio managers in maintaining bottom-up financial analysis and valuation models across a number of sectors: telecom, technology, and automotive.- Composed portfolio managers meeting minutes in explaining sector allocation and stock selection decisions.- Involved in management roadshows, equity research analyst meetings and sector symposiums.

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  CNR (Compagnie Nationale du Rhône)

  • Région de Lyon, France

  • Risk management

    • Sep 2013 - Sep 2014
    • Région de Lyon, France

    - Leveraged solid Excel/VBA & SQL skills in computing market risk indicators (M/M, P&L, VaR and MDD) and delivered tailor made analytical reports.- Tracked and monitored credit risk in the OTC market, interpreted and implemented European Market Infrastructure Regulation.

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  Amundi TC

  • Région de Valence, France

  • Back-office

    • Apr 2013 - Aug 2013
    • Région de Valence, France