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Yoann QUARAN

BRUXELLES

En résumé

- Experience in capital markets, derivatives and structured products, wealth management and portfolio management.

- Background on cross assets sales, tactical asset allocation, macro economics and risk management.

- Quick learner with an ability to easily research new strategies approach, assess potential profitability, capitalize on new business ventures.

- Proficient in various business applications including Bloomberg, Reuters 3000, AAA, Summit OTC, Sophis, VBA, Mathlab.

Mes compétences :
Delta
Derivatives
emerging markets
Fair Trade
HEDGING
ISR
Management
Pricing
Products
Renewable energies
Structured products
Trading
VBA
VEGA
Wealth management

Entreprises

  • BNP Paribas - Bruxelles - Senior Portfolio Manager

    2009 - maintenant - UHNWI / VHNWI Advisory, relationships development & sales.
    - Strategies overview & macro/micro economics presentations to clients & RM.
    - Providing investment advice cross assets - Top down approach.
    - Equities, derivatives, bonds, funds, fx, commos, structured products - Tailor made solutions.
    - Assess client need, experience, expectations and risk tolerance.
    - Develop comprehensive investment strategy & TAA proposal appropriate to client.
    - Use “open architecture” product selection to ensure best-in-class product offering.
    - Monitor client portfolios for performance, appropriateness and opportunity.
    - Ensure integrity of sales process and compliance with and regulatory policies.
    - Idea generation both micro and macro.
    - Tactical asset allocation & risk models.
    - Financial analysis & valuation models.
    - Ensure Mifid compliance monitoring.
    - Meeting with analysts & funds managers.
    - Local Structured products committee.
    - Managing 200M Eur AUM.
  • Natixis CIB - Paris - Products Controller : Equities, Rates, Forex & Commodities

    2008 - 2008 Deals confirmations & validations.
    Handling discrepancies.
    Contacts with FO, customers & CIB.

    Softwares : Summit OTC, Sophis, Sophis Commo, Murex, Geide.
  • BNP Paribas WM - Paris - Structured Desk (dealing room) - Rates, Forex, Commodities, Equities

    2008 - 2009 Checking & Pricing Structured Products: Accrual, Barrier (KI, KO), Binaries, Synthetic/Fwd, Callable, Correlation products (worst of, best of?).
    Transactions analysis with the Structured Team.
    Checking products on primary & secondary market.
    Margins & interests calculations.
    Booking & term-sheet.
    Process analysis & reports.

    Softwares : Reuters, Bloomberg, VBA, GPS, Optperf, Package, Soho, Lotus.
  • Krisly - Strategies Web Marketing

    2006 - 2006 Web sites reference & optimization (Méta, Key words).
    Strategies Web-marketing.
    Affiliations campaign.
    Google addwords.

Formations

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