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
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.
Company Description
FactSet is a leading provider of integrated online financial and economic information to the global financial community. FactSet offers mission critical investment research and work flow solutions to analysts, portfolio managers, investment bankers and other financial professionals. Our services are used by the top 10 global investments banks and 95 of the to 100 asset managers.
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.
Company Description
With close to €750 billion in assets under management(1), Amundi is one of the world market leaders in asset management.
Amundi has management teams operating in the major financial centres in Europe (Paris, London, Milan), in Asia (Japan, Hong-Kong, Singapore) and the US.
Amundi has a strong local presence and is committed to offering its clients a relationship defined by both proximity and a long term view. Its sales network enables it to offer:
- A local point of contact to tailor and propose investment solutions specific to their needs, - Excellent customer service at every point of the value chain, marked by quality, a pro-active approach and efficiency.
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
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 ...)
