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PRIGEST
- Gérant fonds d'actions Europe et US
2010 - maintenant
Investment management boutique with EUR 700 Mn under management (member of SwissLife Banque Privée)
* Manager of the Prigest Europe (Euro Zone equities) fund – AUM: EUR 45 Mn
* Manager of the Prigest US (North American equities) fund – AUM: USD 35 Mn
Portfolio Management
* Manager of the Prigest Europe and Prigest US funds
* Implemented a “buy-write” strategy on the Prigest Europe fund; systematic sell of call options on single stocks
* Top-down analysis and determination of investment themes and long term macro trends
* Stock picking on both the European and the North American equity markets
* In-depth analysis of companies’ structures and strategies
* Created reporting and performance monitoring screens on FactSet and Bloomberg
Sales / Marketing
* Renewed the management process of the company and the risk management procedures
* Team worked on the sales strategy of the company and hired the head of marketing and the head of sales at Prigest
* Written market analysis and comments
* Participated to the creation of the new website of the company
* Frequent meetings with clients to present the company, funds, performance and the investment process
* Advised on private clients’ portfolios (stocks and funds picking)
* Elaborated dedicated funds proposals to clients
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Olympia Capital Management
- Portfolio Manager
BOUHJAR
2004 - 2010
Olympia Capital Management (www.olympiagroup.com), Paris
Fund of funds and fund of hedge funds management company with EUR 2+ Bn under management
Senior Portfolio Manager of 5 diversified funds of funds – Asset under management: EUR 100 Mn
* International equity fund of fund
* European equity fund of fund
* Diversified fund of funds (equity, fixed income, absolute return, commodities, hedge funds)
Portfolio Management
* Strategic allocation: macroeconomic environment analysis, asset allocation
* Tactical allocation: derivatives overlay
* Fund picking: developed and emerging countries; all asset classes; specialized in fund managers selection outside of France
* Released quantitative and strategic due-diligence
* Cash and currency management (USD, GBP, JPY, CHF)
* Created reporting and performance analysis tools
* Use of portfolio construction models and risk management tools
* Released performance analysis reports and stress tests
Advisory to the Private Banking Department
* Selection of funds that fit the needs of the private banking department
* Asset allocation recommendations
Sales / Marketing
* Created marketing materials for the funds and the company
* Created a weekly letter and a weekly performance report; written monthly letters
* Organised a quarterly conference call and created the material
* Frequent meetings with clients to present the strategy, management process and performance of the funds
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TIMON
- Analyste - Conseil en M&A secteur PME
2003 - 2003
TIMON – Consultancy in Merger and Acquisition, specialized in small businesses, Lyon
Financial Analyst
* Company analysis: operational, financial
* Market and competition analysis
* Search for potential acquirers
* Client presentations
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Olympia Capital Management
- Assitant to the portfolio manager
BOUHJAR
2002 - 2002
Olympia Capital Management, Paris
Assistant to the portfolio manager
* Released reporting
* Performance analysis
* Created a database screening tool
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Olympia Capital Management
- Assitant to the portfolio manager
BOUHJAR
2002 - 2002
Olympia Capital Management, Paris
Assistant to the portfolio manager
* Released reporting
* Performance analysis
* Created a database screening tool
