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Edouard RICHARD

Paris

En résumé

Mes compétences :
Anglais
Asset management
Buy side
Finance
Finance d'entreprise
Finance de marché
Management

Entreprises

  • UBS - Associate Portfolio Manager Euro Equity

    Paris 2015 - maintenant In this role, I perform fundamental analysis and go to companies’ meeting. In addition, I attend bi-weekly investment committee. I also take care of the review of the portfolios (monitoring of companies’ publications & news flow, review of performance attribution and relative risk metrics such as tracking error).
  • UBS - RFP Services

    Paris 2011 - 2015 This role has allowed me to understand institutional and wholesale client needs. It has given me the chance to build a solid understanding of the investment philosophy, the investment process, the risk control framework and the compliance environment surrounding investment strategies’ and particularly equity investment strategies’. I developed further my knowledge undertaking the CFA program in 2011, achieving it in 2014 and became a charter holder in 2015. Mostly, I’ve learnt how to deliver proper investment proposals for demanding clients under tight deadline in a global environment.
  • UBS - Internship in business and sales management

    Paris 2010 - 2011

Formations

  • CFA Institute (Paris)

    Paris 2013 - 2014 CFA
  • University Of Birmingham (Edgbaston Birmingham)

    Edgbaston Birmingham 2009 - 2010 Msc Money Banking and Finance
  • Université De Bordeaux IV

    Bordeaux 2007 - 2010 Magistère d'économie et de finance

Réseau

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