Vincent PUECH
Assistant Asset Manager/Analyst at Galilee Asset Management- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
Anglais Professional working proficiency
-
Espagnol Elementary proficiency
-
Français Native or bilingual proficiency
Topline Score
Bio
Credentials
-
Bloomberg Market Concept
Bloomberg LP -
Certification AMF
Autorité des marchés financiers (AMF) – France
Experience
-
Galilee Asset Management
-
France
-
Investment Management
-
1 - 100 Employee
-
Assistant Asset Manager/Analyst
-
Jul 2023 - Present
- Daily monitoring and fundamental analysis of 12 companies - Placing buy/sell orders with Bloomberg, follow-up analysis model with Bloomberg formula - Participation in investment presentations with Asset Managers - Preparation of investment materials for funds and other materials - Daily monitoring and fundamental analysis of 12 companies - Placing buy/sell orders with Bloomberg, follow-up analysis model with Bloomberg formula - Participation in investment presentations with Asset Managers - Preparation of investment materials for funds and other materials
-
-
-
Groupe Caisse des Dépôts
-
France
-
Government Administration
-
700 & Above Employee
-
Asset Manager
-
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
-
-
-
Crédit Agricole d'Ile-de-France
-
France
-
Banking
-
700 & Above Employee
-
Investment Advisor
-
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
-
-
-
VT Financial Consulting
-
France
-
Financial Services
-
Co-Founder & Technical analyst
-
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
-
-
Education
-
ESCP Business School
MSc, International Wealth Management -
ESLSCA Business School Paris
Master's degree, Financial Markets and Trading -
Institut Limayrac
Brevet de technicien supérieur (BTS), Comptabilité et commerce / gestion