photo de profil d'un membre

Philippe BONA

Financial Analyst Buy-Side

philippe.bona@laposte.net - 06 73 04 18 98

Résumé

After a strong experience in automotive and aerospace & defence fields, Philippe has reconverted to the Investment Banking Asset Management Field. After several experiences, he joigned OSTRUM ASSET MANAGEMENT (NATIXIS) as Financial Analyst Buy-Side.

In due consideration of the above, it should be pointed out that Philippe developed skills in strategic analysis, financial analysis and valuation of fair values, aiming to issue recommendations of investments in securities and reinforced by its past industrial experience.

Expériences professionnelles

Financial analyst buy-side

OSTRUM ASSET MANAGEMENT (GROUPE NATIXIS) , Paris - Stage

De Septembre 2018 à Mars 2019

• Member of Asset Management Team, reporting to portfolio managers ;
• In charge of strategic analysis, financial analysis and valuation of fair values and follow-up of such values.
• Key Challenges : • Valuate potential of appreciation of securities’ prices ;
• Results : • Recommendations of investments on securities

Financial analyst buy-side

KBL RICHELIEU GESTION , Paris

De Janvier 2018 à Juin 2018

• Member of Asset Management Team, reporting to portfolio managers ;
• In charge of strategic analysis, financial analysis and valuation of fair values and follow-up of such values.
• Key Challenges : • Valuate potential of appreciation of securities’ prices ;
• Results : • Recommendations of investments on securities.

Deputy portfolio manager

CAZENOVE & ASSOCIES , Paris

De Juin 2017 à Décembre 2017

• Member of Asset Management Team, reporting to portfolio managers ;
• In charge of strategic analysis, financial analysis and valuation of fair values and follow-up of such values.
• Key Challenges : • Valuate potential of appreciation of securities’ prices ;
• Results : • Recommendations of investments on securities.

Deputy portfolio manager

Lyxor Asset Management , Paris

De Janvier 2017 à Mars 2017

• In Charge of control and validation of Net Asset Values of Exchange Traded Funds, control of funds’ assets and liabilities and analysis of variations of performances compared to benchmarks.
• Key Challenges : • Explain differences between funds performances and benchmarks ;
• Results : • Daily Validation of Net Asset Values of Funds.

Program manager

Automotive (RENAULT), Aerospace & Defence Sector (DCNS, AIRBUS) , Paris

De Octobre 2000 à Septembre 2016

• Member of Program Direction Team, reporting to the Program Director ;
• In charge of Management of Bids & Programs, responsible of 15 team members ;
• Key Challenges: • Improve Profitability of Division (Order Intake, Turnover & Gross Margin);
• Results : • Significant improvement of order intake, backlog and gross margins.

Formations complémentaires

University Degree in Asset Management (equivalent of Master 222 in executive education)

Université Paris Dauphine

2017 à 2019

• Techniques of active and passive management for each asset classes : shares management (strategic & financial analysis), bonds management, indexation, diversified, structured, flexible management.
• Performances & Risks Analysis, Attribution of Performance, Macro-Economics, Compliance.

Advanced Master in Financial Techniques

ESSEC (Ecole Supérieure des Sciences Economiques et Commerciales)

0000 à Aujourd'hui

• Strategic & Financial Analysis, Financial Products, Capital Markets,
• Portfolio Management, Macro & Micro-économics, Risk Management.

Engineering Degree

INSA (Institut National des Sciences Appliquées) Centre Val de Loire

0000 à Aujourd'hui

Parcours officiels

Dauphine – DU – Finance – 2019 – Asset Management

Compétences

Analyse Stratégique
Analyse financière
Valorisation

Centres d'intérêt

  • Candidate to CFA Level I AMF Certification (Score : 98/100) TOEIC (Score 2016 : 830/990)