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Anne-Laure FANTUZZI

VINCENNES

En résumé

Mes compétences :
Asset Allocation
Stock Picking
Financial Analysis
Equities
portfolio supervision
mutual fund selection
Visual Basic for Applications
Microsoft Office
Investment Management
Fund selection
Forecasting
Equity Capital Markets

Entreprises

  • Compak Asset Management - PORTFOLIO MANAGER & SENIOR RESEARCH ANALYST

    2011 - maintenant • Developed a disciplined and systematic investment process to manage US stock portfolios Investment universe:
    US listed stocks with market cap > $5bn
    Initial quantitative screening based on quality and valuation factors Fundamental analysis: investment thesis, catalysts, growth prospects, risks
    • Managed a Growth Equity and a Growth & income strategy
    Traded and rebalanced portfolios
    Raised $100M in 3 years
    • Chief analyst for portfolio allocation and mutual fund selection on all asset classes
    • Quantitative research and modeling for strategic and tactical portfolio allocations
    • Designed and created reporting tools for risk management
    Tracked portfolio beta
    Reduced significantly performance dispersion
    • Instrumental in the launch of a flexible asset allocation fund

  • Oddo Private Bank - PORTFOLIO MANAGER FOR DISCRETIONARY MANDATES

    2007 - 2010 • Solely responsible for managing $50M of assets
    Decision on asset allocation, stock picking and fund selection
    Proven expertise in carrying out equity valuation models 3 year track record of outperformance
    • Ethical relationship of confidence built with clients
    • Published articles on global equity markets for a top economic newspaper, Le FIGARO Economie
    • Developed Factset databases for reporting purposes which resulted in a substantial time gain

  • Credit Suisse Private Banking - Portfolio assistant manager

    2006 - 2006 • Equity investment proposals and portfolio supervision
    • Participation in the launch of a specialized fund in the luxury sector «CS EF Global Prestige»
    Defined the investment universe and analyzed sector trends
    Created marketing documents
    • Involvement in asset allocation : monthly presentation of financial markets status to Private Bankers

Formations

  • CFA Institute (Paris)

    Paris 2007 - 2009 Chartered Financial Analyst Qualification

  • Dauphine University

    Paris 2004 - 2005 Post-Graduate Degree

    DESS 224 - Management of financial institutions and banks''

  • Dauphine University

    Paris 2003 - 2004 Masters Degree

    Head of Class

  • Wissenschaftliche Hochschule Für Unternehmensführung (Coblence)

    Coblence 2002 - 2003

Réseau

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