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Jean-Marc LEVASSEUR

NEUILLY-SUR-SEINE

En résumé

Mes compétences :
Analyse technique
Asset management
Entreprenariat
Private Equity
Bourse
Gestion d'actifs
Trading
OPCVM
Vente
Management
Communication

Entreprises

  • Appartements&Demeures - Broker

    2013 - maintenant Real estate broker
  • Confidential - Entrepreneur

    2012 - 2012 Entrepreneur
    Creation attempt of a wealth management company with french and singaporean partners, involving wealth, portfolio, and real estate management specialists.
    Self-training in fundamental and technical analyses
  • GL Trade - Consultant

    2011 - 2012 Consutlant
  • SunGard - Consultant

    Lognes 2010 - 2011 Consultant
  • --- - Entrepreneur

    Paris 2009 - 2010 - Sabbatical year around Asia, numerous travels
    - Entrepreneur in a B to B company
    - Building a professional network in Singapore
    - Daily follow-up of the French market and global financial news
  • Affinity Finance - Relationship Manager

    2006 - 2009 - Mutual funds managed by the company for our clients: Everest (FR0007471313) and TRESORERIE ALPHA PLUS (FR0010453118)
    - Portfolio Management for institutional and private customers.

    Responsibilities:

    - 5-10 investments ideas/week for the clients (Equities, bonds, funds, derivatives)
    - Mandate on clients accounts and Affinity Finance accounts
    - Responsible for the relationships with our partners (banks, brokers, asset management companies)
    - In charge of annual reporting for French Regulatory Authorities, (AMF, AFG)

    Key points:

    - Deep knowledge of the financial products
    - Deep knowledge of the french market
    - Resolved client settlement queries
  • JCL FINANCE - Middle-Office Manager

    2004 - 2006 Responsibilities:
    - Middle-Office Manager
    - Handling and control of the financial and administrative transactions for the banks and the customers.
    - Responsible for the internal control of the company
    - Relationship manager between JCL Finance and his partners
    - Responsible for accounting and administrative reporting
    - Had extensive contacts with traders, marketers and stock exchanges
    - In charge of annual reporting for French Regulatory Authorities, (AMF, AFG)
    - The ability to understand issues at a high level as well as multi-task was essential as I was responsible for ensuring that the risk of each transaction was correctly recorded, maintaining a high level of client service

Formations

Réseau