Mes compétences :
Capital IQ
Microsoft SQL Server
Marchés financiers
Analyse financière
Gestion financière
Management
Bloomberg
Visual Basic for Applications
Asset management
Microsoft Office
Factset
Reuters
Entreprises
Société Générale
- Treasury and FX Trading Analyst
PARIS2015 - maintenant- Fixed Income Portfolios Analysis (Buffer - Non buffer)
- Cash management
- Credit risk monitoring
- Client Loan/Deposit Analysis
- Front Office Systems configuration and development of analysis tools with VBA and SQL
- PnL calculation and analysis
- FX orders execution
Société Générale
- Fund Manager Assistant
PARIS2014 - 2015- European Equity fund monitoring including asset allocation, stock-picking and performance analysis
- Pricing of structured products (Phoenix, Eagle, WO, Reverse) and monitoring risks
- Development of different forms of VBA tools and resolution of data related problems
- Regular writing of research papers about financial markets, industries and companies
- Phone client servicing support including answers to technical questions and order execution
- Market watching of mutual funds, structured products and bonds suggested to clients
Société Générale
- Assistant Portfolio Manager
PARIS2014 - 2014- Support for Portfolio Managers including strategy implementation, risk monitoring and reporting
- Production of different forms of analysis tools and resolution of data related problems
- Marketing process and client servicing support including preparation of pitch books and reports
- Investment proposal formulation driving investment decisions and portfolio management
- Preparation of responses to Requests for Proposals
- Benchmarking of Societe Generale Private Banking mutual funds and competitors
Oddo & Cie
- Private Banker Assistant
Paris2012 - 2012- Identification and development of new potential investors through a number of channels and sources
- Responsible for providing administrative support to private bankers
- Delivering support for client relationship manager in preparing presentations to communicate firm strategy and provide client portfolio updates
- Drafting of patrimonial assessments
CIC Lyonnaise de Banque
- Banking Intern
Paris2011 - 2011Legal and inheritance departments: follow-up on client requests
Bank branch: customer welcome, account management