photo de profil d'un membre

Charles-Francois FRENOVE CHARLES

Charles FRENOVE - Resume

chfrenove@gmail.com

Résumé

Insurance, Risk Management and Finance student. Passed the CFA level 1 exam.

Expériences professionnelles

Financial solutions analyst

Munich Re , Munich - Stage

De Juin 2019 à Aujourd'hui

• Research market and clients
• Prepare detailled financial models
• Analyse clients
• Support client presentations

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

Risk 218

http://risk218.com/

Délégué de la promo. 2019

Parcours officiels

Dauphine – Master 2 – Finance – 2019 – MASTER 2 de Dauphine Assurance & Gestion du Risque

Langues

Français - Langue maternelle

Anglais - Courant

Espagnol - Technique

Chinois - Notions

Compétences

SAS
VBA
Bloomberg
SQL
CFA - Level 1
Office
Souscription
Assurance
Risques aggravés
Finance
Gestion de fortune
Summer Internship
Aggravated Risks
Insurance
MGA
Courtage
Brokerage
Reinsurance
Non-traditional solutions

Centres d'intérêt

  • Musique (batteur) Sports de combat (Savate)