Résumé
Insurance, Risk Management and Finance student. Passed the CFA level 1 exam.
Expériences professionnelles
Client management analyst
Munich Re , Munich - Stage
De Juin 2019 à Aujourd'hui
Underwriting analyst
TCA , Reims - CDI
De Septembre 2017 à Juin 2018
Underwriting agency (MGA) specialized in difficult risks (nightlife, sawmills, difficult industrial risks, risky leisure parks, vacant buildings, warehouses, ...) in France and Belgium.
• Priced 30+ tailor made corporate aggravated risks P&C policies,
• Took part in 5 onsite risk assessment visits,
• Proposed 2 new insurance products,
• Produced a 15-page procedures booklet for the Client Services dept and the Finance dept,
• Wrote a call for tender to 5 IT firms for designing a more efficient IT system,
• Attended 3 one-week reinsurance trainings : MS Amlin (Zurich), Mapfre Re International Forum (Madrid) and König & Reeker (Köln).
Wealth management analyst
JP Morgan , Paris - Stage
De Juin 2017 à Août 2017
Investment Advisory department, Wealth Management division.
• Performed 25+ tailor-made clients’ portfolio situation reviews (IRR, leverage, diversification, margin)
• Wrote 10+ investment presentations (equity, funds and structured products)
• Composed 5+ morning meeting introductions (financial markets and press reviews)
• Produced a selection of 20+ companies based on Environmental, Social and Governance (ESG) criteria
• Built a dynamic asset allocation monitoring Excel tool for a London-based 10-people team
• Created a 10-page guideline for client prospection regarding Compliance criteria
Wealth management analyst
UBS , Paris - Stage
De Décembre 2015 à Juin 2016
UHNW (Ultra High Net Worth) individuals team.
Investment Products & Services department.
• Collaborated with private bankers, portfolio managers and products and services specialists,
• Performed 70+ tailor-made client’s portfolios situation reviews (IRR, leverage, diversification, margin),
• Wrote 30+ investment presentations (equity, fixed income, hedge funds, structured products, life insurance, Lombard credit, corporate finance services),
• Produced 10+ investment ideas presentations for clients based on macroeconomic trends and forecasts,
• Carried out 12+ financial analysis of prospect companies in order to propose cash management services,
• Assisted UHNW private bankers in setting up client prospecting strategies with extensive senior exposure.
Formation complémentaire
Master Grande Ecole
Neoma Business School - Finance
2013 à 2017
Top 25 of world Masters in Management (Financial Times, 2012).
AACSB, EQUIS and AMBA accredited.
Major in Finance.
Passed the CFA - Level 1 exam.
Reims campus (ex Reims Management School, "Sup de Co" program).
Associations
Parcours officiels
Langues
Français - Langue maternelle
Anglais - Courant
Espagnol - Technique
Chinois - Notions
Compétences
Centres d'intérêt
- Musique (batteur) Sports de combat (Savate)