Currently looking for new opportunities, Monaco, France or abroad
Looking for contacts worldwide, about finance or whatever. Open to enhanced my network and do some business.
Mes compétences :
VBA
Forex
Trading
Finance
Entreprises
HSBC Private Bank
- Investment Specialist - Funds
Paris2013 - 2016
HSBC Private Bank
- Discretionary Asset Management
Paris2012 - 2013- Daily direct relation with trade-team in Monaco, Geneva and Paris offices for structuration and investment in various markets: Equities, Bonds, FX, Commodities and also Swap and Hedged positions.
- Monitoring Bonds and European stocks market working with own risk-managing system
- Counseling RM and Private Banker to investment advices for wealth manager and private investors.
- Reporting and marketing document for Discretionary Asset Management and HNWI
- Quantitative research, modelisation developpement (excel, VBA…) and Macroeconomic indicators analysis
Financière de l'Arc
- Assitant Portfolio Manager
2011 - 2012- Proposition of allocation by asset classes (€170m AuM)
- Monitoring on cash balance, Trade orders and monitoring markets
- Client relationship on a regular basis
- Morning meetings and equity research meetings
- Institutional Clients reporting, risk analysis on portfolio
- Risk/Return analysis on every asset classes for private banking portfolios (Equity, bonds, funds)
- Access database funds performance update/monitoring
- Client and CGPI relationships