Bertrand DELAIN

En résumé

Entreprises

• Consultiva - Investment Analyst

  2012 - maintenant • Asset manager selection throughout Europe, U.S, and Asia utilizing proprietary models and internal methodology to detect the best candidates for our institutional and private clients
  • Use in-house computer models to analyze, build and optimize fund of funds investment portfolios according to quantitative and qualitative criteria and client’s risk profiles
  • Fundamental and quantitative approaches looking at sustainability of outperforming periods, drawdown analysis in bear markets, behavior in crisis periods, liquidity, and volatility
  • Elaboration of a periodic financial newsletter highlighting the company's fund of funds portfolios performance, one fund analysis and asset managers’ view on relevant asset classes
  • Develop and/or gather exhibits on investment strategy results for use in presentation materials to clients, using several in-house databases
  • Coordinate the production of final reports and meeting materials with administrative staff. Interact with representatives of client institutions to complete requests
  • Provided quarterly performance attribution analysis & 401k reports for Consultiva U.S.; chose allocation of portfolios based on a mean-conditional VaR at the 99% confidence level

• Consultiva - Fund Analyst

  2011 - 2011 • Work with research managers to complete in-depth written due diligence on current investment opportunities. Attendance of manager meetings, due diligence planning, travel to on-site meetings, reference calls with portfolio company CEOs and senior level professionals, evaluation of the fund team, strategy, and performance, analysis of relevant positives and issues, and review of fund legal terms
  • Act as a point of contact in the research group for investment managers. Coordinate and participate in portfolio company update meetings with general partners. Participate in manager assessment process, including writing summaries of each meeting for distribution within the firm
  • Monitor market trends related to investment activity and contribute to periodic market updates that are accessed by investment analysts and clients
  • Prepare materials for and participate in monthly firm-wide meetings where the research team discusses recent manager meetings and current investment opportunities of interest with client consultants

Formations

• Cass Business School CASS (London)

  London 2011 - 2012 Master of Science
  
  Modules studied:
  
  Quantitative Methods for Investments - Equity Analysis - Fixed Income Analysis - Derivatives Applications - Foreign Exchange - Alternative Investments (Hedge Funds and Private Equity) -Global Macro - Technical Analysis and Trading Systems - Portfolio Theory - Portfolio Management - VBA - Hedging and Trading in Foreign Exchange Market - Advanced Option Trading
  
  

• MBA Institute (Paris)

  Paris 2007 - 2011 BBA in Finance
  
  Modules studied:
  
  Derivatives, Basics of Trading, Financial Engineering, Company Valuation, Corporate Finance and Investments, Credit Risk Management, Treasury Management, Microeconomics, Macroeconomics
  
  Dissertation:
  
  “The Weather in Behavioural Finance – Theory and Practice”
  “Practical case: Do Rainy Days Affect Stock Exchange Returns: Evidence from the Paris Stock Exchange”

• Lycée Maurice Ravel (Paris)

  Paris 2004 - 2007 Scientifique / Mathématique

Réseau

• Boris CHAU

• Carla VALENE

• Fabienne ESSOME

• Florent SABATIER

• Isoline LOUYOT

• Jihane MOUROKO

• Justine PLANQUE

• Paul DAWSON

• Romain ASENJO