Expériences professionnelles
Investment advisory analyst - family office
GESTION PRIVEE MEESCHAERT , Paris - CDI
De Septembre 2023 à Aujourd'hui
Family Office - Wealth Management | Assets exceeding €30M
Managing UHNWI clients relationships with respect to investment topics.
• Market analysis to identify new financial investment opportunities.
• Advisory in asset allocation, portfolio optimization.
• Supervision and risk-and-performance benchmarking on externally held financial assets.
• Monitoring and management of private equity funds financial flows.
Assistant gérant de fortune
Louvre Banque Privée , Paris - Autres
De Septembre 2021 à Août 2023
Wealth Management | Assets exceeding €1.5M
• Meeting and managing private clients (HNWI and UHNWI) alongside Senior Private Bankers.
• Preparation of prospecting meetings by creating commercial proposals and portfolio analyses.
• Assist the wealth management leadership in day-to-day operations.
Formation complémentaire
Auditeur libre
Ecole du Louvre - Introduction à l'histoire de l'Art
2022 à 2023
Associations
Dauphine éloquence
https://www.linkedin.com/company/dauphine-eloquence/?originalSubdomain=fr
Membre (pôles organisation de concours et communication)
Parcours officiels
Langues
Anglais - Technique
Français - Langue maternelle