Jobs Wallcrypt

Funds & Hedge Funds analyst, UBS Wealth Management
01/2022 – 06/2022
– Prepared Morning meetings and weekly market updates (Weekly letter/ ESG Monthly letter)
– Implemented and monitored the model portfolio and the SRI portfolio (7 SRI funds)
– Prepared meetings’ minutes with traditional and alternative fund managers (HF, Traditional funds & PE)
– Combined quantitative and qualitative analyses of the funds (a selection of 57 funds including 8 HFs, 4 Real Estate funds, 3 Private Equity funds)
– Developed and improved portfolio analytical tools (Backtests via VBA coding)

FIXED INCOME SALES INTERN – MONEY MARKET, NATIXIS 01/2021 – 06/2021
– Assisted 6 sales in their daily activities (management of deposits: Call 48h and Fiduciary via the Strada interface, creation of new Commercial Paper via Bloomberg, etc.).
– Creation of Bloomberg tickets to confirm transactions (Repo, Cross Currency, Switch, Triparty).
– Main point of contact between the sales department, the Backoffice and the Natixis international traders (Paris, NY, Asia) to ensure the smooth running of operations.

SALES & ANALYST INTERN, TRUSTEAM FINANCE
07/2020 – 12/2020
SALES
– Help in the follow-up and development of the team’s clientele thanks to a better targeting
– Telephone prospecting.
– Realization of monthly reports of our funds.
– Creation of automation and centralization tools in VBA.
ANALYST
– Collection and analysis of customer satisfaction data collected from partner institutes, analysis of company strategies and presentation of investment cases.
– Created a statistical model linking customer satisfaction and financial performance.
– Created a PDF scraping tool (python).

Compétence

  • C
  • C#
  • css
  • Curiosity.
  • English (fluent
  • Javascript). Soft Skills : Flexibility
  • Languages: French (mother tongue)
  • Matlab
  • MBTI training
  • Project Management
  • Python
  • R
  • SQL Web (HTML
  • TOEIC: 850). Computer languages: Bloomberg
  • VBA

Education

2015/2022

FINANCIAL ENGINEERING at ÉCOLE SUPERIEURE D'INGENIEURS LEONARD DE VINCI (ESILV)

06-2018/12-2018

FINANCIAL ENGINEERING, INTERNATIONAL SEMESTER at UNIVERSITY OF NEWCASTLE Australia

Experience

01/2022 – 06/2022

Funds & Hedge Funds analyst at UBS

– Prepared Morning meetings and weekly market updates (Weekly letter/ ESG Monthly letter)
– Implemented and monitored the model portfolio and the SRI portfolio (7 SRI funds)
– Prepared meetings’ minutes with traditional and alternative fund managers (HF, Traditional funds & PE)
– Combined quantitative and qualitative analyses of the funds (a selection of 57 funds including 8 HFs, 4 Real Estate funds, 3 Private Equity funds)
– Developed and improved portfolio analytical tools (Backtests via VBA coding)

01/2021 – 06/2021

FIXED INCOME SALES INTERN - MONEY MARKET at NATIXIS

– Assisted 6 sales in their daily activities (management of deposits: Call 48h and Fiduciary via the Strada interface, creation of new Commercial Paper via Bloomberg, etc.).
– Creation of Bloomberg tickets to confirm transactions (Repo, Cross Currency, Switch, Triparty).
– Main point of contact between the sales department, the Backoffice and the Natixis international traders (Paris, NY, Asia) to ensure the smooth running of operations.

07/2020 – 12/2020

SALES & ANALYST INTERN at TRUSTEAM FINANCE

Sales
– Help in the follow-up and development of the team’s clientele thanks to a better targeting
– Telephone prospecting.
– Realization of monthly reports of our funds.
– Creation of automation and centralization tools in VBA.
ANALYST
– Collection and analysis of customer satisfaction data collected from partner institutes, analysis of company strategies and presentation of investment cases.
– Created a statistical model linking customer satisfaction and financial performance.
– Created a PDF scraping tool (python).

  • Blockchain
  • Updated 2 ans ago

Pour contacter ce candidat, envoyer un email au aaron.dray@ubs.com

Contacter via Webmail : Gmail / AOL / Yahoo / Outlook

Jobs Wallcrypt