Mes compétences :
Asset Management
Portfolio Management
Entreprises
BNP Paribas Cardif
- Private managers assistant
Nanterre2012 - maintenantInsurance life contracts discretionary management for high net worth individual clients, clients advisory on investment strategies and fiscal topics, strategies development and follow-up to be implemented in mandates through mutual funds in an open architecture, regular meetings with fund managers, identification and analysis of new funds and investment ideas, mutual funds selling agreement (due diligence of asset management companies)
Paris2010 - 2012Construction and management of institutional global asset classes portfolios in compliance with the risk/return objectives and constraints of the mandates,
Strategic asset allocation in line with the model portfolio,
Implementation of investment strategies based on analysts research and explanation of these decisions in presentations to clients,
Monthly rebalancing and quarterly reports,
Operational follow-up of the trades,
Daily cash management,
ETF providers and ETF management analysis,
Follow-up and analysis of the evolution of the financial markets
BNP Paribas Assurance
- Private bankers assistant
Paris2009 - 2010Discretionary management in open architecture,
Fund management analysis and fund picking to implement in high net worth individual clients’ life insurance contracts,
Follow-up of mutual funds performance and volatility,
Quarterly reports, meetings with asset managers to form a qualitative opinion
AXA Investment Managers
- Investment Guidelines Officer
Nanterre 2009 - 2009Checked regulatory clients’ constraints,
Participated in weekly meetings with the London team,
Established monthly and quarterly compliance reports to clients
