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EQUITY ANALYST PORTFOLIO MANAGER
10+ years experience which combines expert qualifications in financial analysis with a perfect knowledge of valuation methods and an extensive experience with the day-to-day management of investment processes which requires a good understanding of financial markets. Pro-active and results oriented in all aspects of financial analysis and valuation. Solid planning and organizational skills in coordinating all aspects of each project from inception and through completion. Sees the big picture and plans appropriate strategies to achieve results. Well disciplined with proven ability to manage multiple assignments efficiently under pressure while meeting tight deadline schedules. Team-player attitude and a desire to work on a wide range of projects. Assumes responsibility and decision making.
Financial Analyst
About Me
Industry: |
Accounting & Finance |
|---|---|
Occupation: |
Financial Analyst |
Education level: |
Master |
Will Relocate: |
Yes |
Location: |
New York, NY |
Work Experiences
9/2007 - 7/2010
CHOLET DUPONT
Manager
- - Maintained full responsibility for analysing European companies :
Wrote companies flash notes that included an analysis of financial data and strategy trends and the business’ investment potential by assigning financial ratings and target price.
Took charge of 60 covered stocks and contributed to extending the coverage of stocks.
- Hired to manage day-to-day investment processes (CD Euro Capital : €75Mil; CD France Expertise : €22Mil) and drive the investment strategy and implementation of investment decisions that boosted track record.
Initiated the portfolio construction based on fundamental research and stock picking strategy.
Partnered with senior management to conduct the Allocation Investment Committee with dynamism.
- Ensured that internal processes were managed according to the French Market Regulatory rules.
- Ran meetings with various institutional clients and top investors.
5/2002 - 7/2007
RICOL LASTEYRIE & ASSOCIES
Manager
- FINANCIAL ANALYST
- Assumed full responsibility for evaluating companies within the context of Buy-out offers, squeeze outs, mergers auditing and fairness equities.
- Determined and accounted for fair values (Purchase Price Allocation) and assisted the business in carrying out impairment tests.
- Advised Top Executives in the implementation of the relevant accounting standards: selecting valuation methods, determining financial assumptions, assessment of the impact on the accounts.
1/2000 - 4/2002
Deutsche Bank
Individual Contributor
- - Responsible for the coverage of European Automobiles, Media and Airlines sectors.
- Wrote company and industry reports that included sector outlooks, individual company estimates, and investment recommendations.
- Managed the development of the portfolio of companies to cover both France and internationally.
- Established new products for external and internal clients: morning meeting, flash notes, Monthly Newsletters.
10/1998 - 1/2000
Natixis
Entry Level
- - In charge of writing research reports, assembling and updating forecast and valuation models, managing ratings for covered companies in Continental European Insurance sector.
- Proposed investment ideas to sales force and institutional investors.
- Published a Report about European Life Insurance companies and sector.
Education
1998
Master Degree
Toulouse Business School
- Finance and Banking
1996
Master Degree
PARIS X UNIVERSITY
- Finance
Skills
| Skill | Rating |
|---|---|
| Financial analysis |  |
| Portfolio management | |
