Vincent PUECH
Assistant Asset Manager/Analyst at Galilee Asset Management- Claim this Profile
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Anglais Professional working proficiency
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Espagnol Elementary proficiency
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Français Native or bilingual proficiency
Topline Score
Bio
Credentials
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Bloomberg Market Concept
Bloomberg LP -
Certification AMF
Autorité des marchés financiers (AMF) – France
Experience
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Galilee Asset Management
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France
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Investment Management
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1 - 100 Employee
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Assistant Asset Manager/Analyst
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Jul 2023 - Present
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Caisse des dépôts
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United States
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Investment Banking
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Asset Manager
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Apr 2023 - Jun 2023
- Management of an unlisted security portfolio - Analysis of the performance of unlisted securities - Preparation of general meetings and board meetings - Management of an unlisted security portfolio - Analysis of the performance of unlisted securities - Preparation of general meetings and board meetings
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Credit Agricole d'Ile-de-France
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France
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Banking
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1 - 100 Employee
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Investment Advisor
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Sep 2021 - Sep 2022
- Portfolio management on behalf of high-end securities clients (20 M€ AuM) - Proposal of investment strategies (equity, ESG, index) to more than 150 clients - Consideration of clients' risk profiles in order to propose strategies adapted to their expectations - Analysis of the main macro-economic phenomena affecting market trends - Weekly market update with the management team, by email and speaking at Fund meeting - Portfolio performance monitoring and quarterly review with clients - Realization of a weekly market update with the management team Show less
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VT Financial Consulting
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France
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Financial Services
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Co-Founder & Technical analyst
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Apr 2020 - Aug 2021
- Daily technical analysis on the American and European markets in frametime H1, D1 and W1 - Analysis of business activity and sector (news and markets) and their action - Creation of different risk profile strategies and monitoring of fictitious portfolios - Daily technical analysis on the American and European markets in frametime H1, D1 and W1 - Analysis of business activity and sector (news and markets) and their action - Creation of different risk profile strategies and monitoring of fictitious portfolios
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Abeille Assurances
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France
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Insurance
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700 & Above Employee
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Data Steward
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Oct 2020 - Jul 2021
- Maintenance and improvement of the data quality control process under Solvency II - Summary of the checks carried out to give an opinion on the quality of the Solvency II data - Realization of the transparency of UCITS within the framework of Solvency II - Maintenance and improvement of the data quality control process under Solvency II - Summary of the checks carried out to give an opinion on the quality of the Solvency II data - Realization of the transparency of UCITS within the framework of Solvency II
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Baker Tilly France
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France
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Business Consulting and Services
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700 & Above Employee
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Auditor
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Nov 2018 - Nov 2018
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Education
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2022 - 2023
ESCP Business School
MSc, International Wealth Management -
2020 - 2022
ESLSCA Business School Paris
Master's degree, Financial Markets and Trading -
2017 - 2019
Institut Limayrac
Brevet de technicien supérieur (BTS), Comptabilité et commerce / gestion
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