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Nicolas VALAIZE

ANNECY-LE-VIEUX

En résumé

Mes compétences :
Corporate Finance
Financial Analysis
Audit
Valuation
Private Equity
Entrepreneurship

Entreprises

  • Luxinnovation - Startup support & National funding services - Project Officer at Luxinnovation

    2013 - maintenant
  • Ernst & Young - Private Equity Senior Financial Auditor

    Courbevoie 2012 - 2013 # Supervision and execution of audit (Private Equity clients, LuxGAAP / IFRS).

    # Management of 2 to 6 juniors.

    # Coordination between audit team and managers.

    # Development of audit approach.

    # Review of audit documentation.

    # Management of resources (budget / planning).

    # Development of strong client relationships.

    # Identification and development of recommendations to clients (process / financial statements presentation).

    # Identification of client opportunities (including cross selling with other service lines).

    # Participation to internal projects (recruiting / training)
  • Ernst & Young - Experimented Junior Financial Auditor

    Courbevoie 2010 - 2012 # Portfolio of a dozen Private Equity & Real Estate Funds, including 2 key IFRS clients.

    # Execution of audit tests and controls (including complex dividends waterfalls).

    # Review and summary of legal documentation (minutes, contracts, correspondence with the regulator).

    # Preparation, financial analysis, control and validation of financial statements in local GAAP and IFRS.

    # Management of 1 to 3 trainees and juniors teams.
  • EDF Investissements Groupe - Internship - Treasurer

    2010 - 2010 # Management of a 400 million Euro liquidity portfolio

    - Investments in monetary mutual funds.
    - Selection process:
    o Funds due diligence.
    o Performance/volatility assessment (built Bloomberg/Excel based monitoring tools).
    o Complete funds’ portfolio check-ups (type of assets, credit risk, interest rate risk, maturity, sectorial and geographical allocations).
    o Negotiations with asset managers in order to match my needs with their funds.
    - Dynamic allocation:
    o Daily portfolio coverage (contrary to the usual monthly-review of monetary markets), strong relationships with fund managers.
    o Daily equity and credit (primary and secondary) markets follow-up, regular meetings with economists in a context of sovereign debt crisis.
    - Portfolio over performing the EONIA each month, despite the Euro zone turmoil.

    # Supporting the Transfer Pricing policy

    - Implementation of a new credit scoring software able to rate any EDF subsidiary worldwide.
    - Use of utilities companies’ credit information (yield curves, mapping cash).

    # Dynamic follow-up of bonds & loans portfolio call options

    - Anticipation of the counterparts’ call options’ early exercises based on markets conditions, in order to correctly valuate the bonds & loans portfolio.
    - Ability to use bonds and loans contracts.

    # Building the previous investments database

    - Gathering information on investments from the past two years (monthly reports, performances, credit counterparts, type of assets, interest rate type).
    - Excel and folder based.
    - User friendly, easy to find any required data, easy to implement future investments information.

    # Financial training of a new employee

    - Training on Bloomberg/Excel based tools I made.
    - Credit markets’ knowledge.
    - Asset allocation process.
  • Investir - Internship - Financial Journalist

    2008 - 2008 # Financial and strategic analysis of listed companies

    - Mainly French and American mid & big caps
    - Published in a leading weekly financial newspaper in Paris
    - Example of one of my published full page study: http://bit.ly/investir

    # Valuation methods applied (DCF, PE ratio, multipliers)

    - Advices to investors (buy, hold, sell, share price target)
    - Companies' results forecasts

    # Equity markets follow-up

    - Constant corporate/financial/economic/global news follow-up
    - Weekly connections with executives from companies I wrote about
    - Use of Bloomberg
    - General shareholders' meetings live reports
  • Datacard - Internship - Sales Representativeµ

    2007 - 2007 Created a potential customers database from crash and sold credit-card printers.
  • DPSA - Internship - Security Guard

    Paris 2006 - 2006 Belonged to a 15 guards team responsible of a 40 floors building security.
  • Vanny Fruits - Internship - Markets Seller

    2004 - 2004 Sold fruits and vegetables among a five persons team and provided daily reported performances.

Formations

  • National Taiwan University (Taipei)

    Taipei 2008 - 2009 Exchange semester (MBA courses)
  • University Of Nottingham (Nottingham)

    Nottingham 2006 - 2007 Exchange semester (Undergraduate program)
  • IESEG, School Of Management

    Lille 2005 - 2010 Master
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