Tania Goncalves
Portfolio Manager at Dubly Transatlantique Gestion- Claim this Profile
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English Full professional proficiency
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French Native or bilingual proficiency
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Portuguese Native or bilingual proficiency
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Spanish Limited working proficiency
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Bio
Credentials
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AMF
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Experience
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Portfolio Manager
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Dec 2018 - Present
Develop and manage a long only portfolio _ approx. 250 M€ AUM Member of the Allocation Strategic Committee = Define the asset allocation across Equity and Fixed Income Negotiated with clients and maintained proactive clients relationships Internal and external communication through monthly reports, videos, macro presentations, investment strategy presentations at annual symposium Co-manage the synergies with Crédit Mutuel (Western France)
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Portfolio Manager
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Feb 2016 - Dec 2018
Equity fund management (expertise in the US market) Bond manager (buy and hold strategy) Define and present our annual investment strategy to clients _ approx. 1000 clients (France / Canada / Shanghai / Hong-Kong)
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Buy-Side Equity Analyst
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Jul 2012 - Feb 2016
Bottom-up strategy - Conduct fundamental research (financial, industry) on listed companies Provide weekly buy/sell recommendations to private wealth managers and clients Sectors : Technology, Food and beverage, Retail (food and non-food business), Hotel & Leisure, luxury sector
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BNP Paribas
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Investment Banking
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1 - 100 Employee
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Analyst M&A - Brazil
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Sep 2010 - Jun 2012
Preparation and presentation of pitch books / memoranda – CAC 40 and BOVESPA companies Sector specializations: Food & Beverage, Energy, Infrastructures Construction of business models, assets valuations, sensitivity analysis Strategic and organizational analysis of business units Preparation and presentation of pitch books / memoranda – CAC 40 and BOVESPA companies Sector specializations: Food & Beverage, Energy, Infrastructures Construction of business models, assets valuations, sensitivity analysis Strategic and organizational analysis of business units
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Natixis
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France
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Financial Services
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700 & Above Employee
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Analyst M&A
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Jan 2010 - Aug 2010
Preparation of international pitch books on buy and sell side Fund raising memoranda, investor road-show (50M€) Construction of revenue projection and business model Preparation of international pitch books on buy and sell side Fund raising memoranda, investor road-show (50M€) Construction of revenue projection and business model
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Qualium Investissement
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France
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Analyst Private Equity - Trainee
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Jun 2009 - Dec 2009
Preparation and presentation of preliminary notes to the investment comity Valuation of the funds II (DCF, trading and transaction multiples) Preparation and presentation of preliminary notes to the investment comity Valuation of the funds II (DCF, trading and transaction multiples)
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SOCIETEX
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France
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Investment Banking
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1 - 100 Employee
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Analyst M&A - Trainee
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Apr 2008 - Sep 2008
Writing information memoranda and teasers Elaboration of management presentations and e-data rooms Writing information memoranda and teasers Elaboration of management presentations and e-data rooms
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MeadWestvaco
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Spain
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Paper and Forest Product Manufacturing
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International intern auditor - Trainee
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Jun 2007 - Sep 2007
Acquisition audits, strategic audits and follow up Acquisition audits, strategic audits and follow up
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Education
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2015 - 2016
ESCP Europe
Executive MS International Wealth Management, 1st honours -
2008 - 2009
Université Panthéon Sorbonne (Paris I)
Master's degree - Financial Engineering & Fiscal Strategy, Finance et services de gestion financière -
2006 - 2009
Université Panthéon Sorbonne (Paris I)
Master's degree - Magister of Finance, Finance de marché et d'entreprise
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