Hicham Laghrifi
Specialist - Portfolio Analytics, Risk and Quantitative Solutions
Professional Status
Employed
Open to opportunities
About Me
- 2 year as a Specialist in Portfolio Analytics, Risk & Quantitative Solutions
- 3 year as an Investment Management Consultant
- 1 year as a Fixed Income & Credit Analyst
- 1 year as an Equity Research Analyst Assistant
- Master in Corporate Finance - Jean Moulin University IAE Lyon 3 - 2010
- Master Specialized in International Financial Analysis - NEOMA Business School - 2012
- Specialities: Financial Analysis : BS analysis, P&L analysis, ratio calculation
- Companies & Financial institutions valuation: DCF, Multiples, SOP
- Consulting: Portfolio Analytics, Risk, Quantitative, Workstation
Specialist - Portfolio Analytics, Risk and Quantitative Solutions
FactSet Research Systems
September 2015
to August 2018
Full-time
Paris
France
- Developing in-depth expertise in the areas of portfolio analytics, quantitative analytics, and risk management
- Helping the growth of analytical & quantitative products in France by pitching, demoing, and trialing products (POC) at both existing and prospective clients
- Implementing projects related to Analytics, Quant and Risk products that were sold to clients
- Tracking developments within the investment industry, detecting trends and changes and reacting accordinly
Senior Consultant
FactSet Research Systems
January 2015
to August 2015
Full-time
Paris
France
- Implemented challenging projects which help optimize department's workflows: Portfolio Managers, & Performance Attribution team : Equity + Balanced Portfolio Analytics & Risk suite; Research analysts (Equity & Quantitative); Risk managers; Strategy; SRI Research team; Reporting; Marketing
- Proactively managed client relationships: identified of key people, audited need and participated to accounts developments.
Consultant - Investment Management
FactSet Research Systems
January 2013
to January 2015
Full-time
Paris
France
- Answered day to day Key Accounts (Amundi, BNP Paribas, Société Générale & SG Private Banking, CPR AM) queries and providing creative solutions through helpdesk support and on-site consultation
- Implemented challenging projects which help optimize department's workflows: Portfolio Managers, & Performance Attribution team : Equity + Balanced Portfolio Analytics & Risk suite; Research analysts (Equity & Quantitative); Risk managers; Strategy; SRI Research team; Reporting; Marketing
- Proactively managed client relationships: identified of key people, audited needd and participated to accounts developments.
Equity Analyst Assistant Buy-Side - European Banks
Amundi Asset Management
August 2012
to February 2013
Internship
Paris
France
- Performed qualitative and fundamental analysis on equities & followed and interpreted their daily news flow (sector : banks): financial analysis, valuation, sector & market coverage
- Prepared weekly and monthly presentations to portfolio managers and to the Investment Committee
- Participated in research projects with the objective of enhancing the investment process.
- Interacted with analysts, portfolio managers, the trading desk and some client-relationship teams.
Equity Analyst Assistant Sell-Side - Pharmaceuticals
Natixis
December 2011
to June 2012
Internship
Paris
France
- Developed and updated valuation models : DCF, Multiples
- Made researches about companies covered and their sector; wrote daily mail and participated in writing broker notes
- Updated databases and presentations , marketing supports (created new ones)
- Participated to the morning meetings, analysts presentations and road shows
Fixed Income / Credit Analyst
CFG Bank
September 2010
to August 2011
Full-time
Casablanca
Morocco
- Fixed Income: gathered information relative to monetary market, bonds market, and kept up to date on macroeconomic environment and trends: analysis and forecasts.
- Produced group notes : weekly, quarterly, yearly, as well as thematic notes (both in French and English)
- Participated in morning meetings of the Research and Sales Departments
- Credit Analysis: performed fundamental analysis in order to evaluate the creditworthiness of an issuer : in-depth sector and company fundamental analysis (balance sheet, P&L, ratio’s calculation)
- Produced stock notes and prepared materials for presentation to credit committees
Analyst Assistant
CFG Bank
April 2010
to August 2010
Internship
Casablanca
Morocco
- Elaborated a Credit Scoring system which helps identify companies recording good financial performances
- Used the Discriminant Analysis as a main statistic technique
- Used SPSS Clementine as a statistical and Data mining software
Junior Auditor
KPMG Maroc
January 2009
to March 2009
Internship
Rabat
Morocco
- Participated to audit missions conducted by the office in different national and multinational companies (sectors : textile, real estate, IT)
- Participated to the implementation of an audit methodology (environment analysis, business strategy, risk assessment, review of qualitative financial information ...)
Master Specialized
NEOMA Business School (Merge of ESC Reims and ESC Rouen)
September 2011
to October 2012
International Financial Analysis
-
Portfolio Analytics
Advanced
-
Risk Management
Good
-
Portfolio Construction & Optimization
Good
-
Asset Management
Good
-
Project Management
Intermediate
-
Financial Analysis : BS analysis, P&L analysis, ratios calculation, DCF, multiples, SOP
Good
-
Bloomberg
Intermediate
-
Factset
Expert
-
Axioma
Advanced
-
Barra
Intermediate
-
Northfield
Good
- Certification AMF '12 (Autorité des Marchés Financiers, equivalent to SEC)
- French (Fluent)
- English (Fluent)
- Arab (Native Speaker)
- Spanish (Basic)
- Word, Excel, Power Point
- Participated to in the Investment Research Challenge organized by the CFA Institute
- AMF certification: Autorité des Marchés Financiers (score 100% ; 92%)
- Responsible for the ‘’Markets’’ section on culturebanque.com
- Extensive travelling in Morocco (Trail/Trek : climbed 3 times Toubkal mountain 4 167m) / Tennis (10 years & ranked 15/4)
- Other
