Asmaa Loukilia

Experiences

Provide fund performance figures, market updates and competitor analysis on request to clients.
Maintain data & databases to produce reporting for retail and institutional teams and business needs.
Use of Morningstar, PICO and internal platforms to provide ad hoc fund performance and comparisons for the sales team.
Follow-up of literature requests & expressions of interest to generate leads for the Sales team.
Provide the clients with materials such as fund presentations, due diligence, monthly factsheet, performance commentary, RFI, Solvency II reportings.
Ensure all key client data and activity is added to the Salesforce to ensure client profiles are accurate and up to date.
Participate in the calls and meetings with the clients.
Take primary responsibility for the multiple external and internal data feeds being provided into the Sales team.
Elaborate new documents ( presentations ...)

Participate in the elaboration of new documents such as thematic surveys, Insight corporate pitchbook.
Elaboration of investor feedback after each roadshow and update the CRM.
Participate in the organization of the Investor Relations Academy and the European Exane BNP conference.

HSBC Global Banking and Markets

October 2016 to April 2017

Internship

Paris

France

Prepare the pitches with the manager for the respective corporate roadshows in cooperation with equities analysts and sales teams.
Participate in the organization of thematic conferences and seminars involving companies representing CAC 40, CAC Mid & Small 190, DAX 30.
Elaboration of investors profiles.

Skills

Education

Sales Assistant