Equity Fund Manager

Degroof Petercam Asset Management - Brussels, January 2023 - now

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I am co-managing DPAM L - Equities World Impact fund and the DPAM B - Equities Sustainable Food Trends Fund.

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Portfolio Manager & Fund Selector

FARAD I.M. - Luxembourg, 2021 - 2022 [1.5 year]

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I am involved in advisory and discretionary portfolio management, ESG consultancy services for independent financial advisors as well as funds management. Thanks to a B2B / B4B2C approach, FARAD I.M. proposes customised and flexible investment solutions to meet the various needs of its clients. Being part of a small company, I am involved in every single step of the investment process, and I liaise with all kinds of counterparts to achieve tasks such as:

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Portfolio Management

• Performed trading, rebalancing, reporting and other PM services for both DPM and Advisory;​

• Participated in fund selection – due diligence, monitoring and meetings with sales (+ focus on ESG);

• Oversaw portfolio reviews and communicate with institutional clients / external advisors;.

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Strategy

• Designed a quantitative stock selection strategy based on ESG and financial metrics for investing in internally managed AMC;

• Took part to asset selection and rebalancing of flagship fund Best of SRI (FoF);

• Contributed to asset allocation decision and monitoring of  macroeconomic indicators (CPI, PMI, PPI, GDP ...).

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Ad hoc​

• Wrote articles on news, market trends and developments in Sustainable Investing / ESG (released in AGEFI, Rankia, newsletter and my personal website);

• Created a proprietary ESG scoring system for listed equities;

• Designed Excel dashboards for investments monitoring (eg: CLNs on single line and CDS index).

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Going the extra mile

• Identified opportunities to explore new business opportunities and enhance the company’s product offering;

• Supported business growth efforts, in collaboration with the marketing department, by promoting new products physically (events, meetings) and virtually (LinkedIn, company website);

• Built and raise trustworthy, long-lasting customer relationships by  understanding their necessities (no bullshit).

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Senior Representative Client Processing

Bank of New York Mellon - Luxembourg, 2021 [2 months]

 

As part of Transfer Agency Services, I collaborated with teams In Ireland and Luxembourg to implement Nice Actimize, a new transaction monitoring tool. Besides, I also helped with KYC/AML day-to-day activities.

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• ​Took an active part in designing of alerts and testing of monitoring scenarios;

• Created an exhaustive documentation of procedures and provided technical training for Nice Actimize;

• Participated to On-going Due Diligence reviews;

• Performed AML/KYC monitoring and screening on existing investors /customers vs sanction lists;

• Assisted the operational team with occasional  requests.

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Financial Auditor

Ernst & Young - Luxembourg, 2021 [6 months]

 

I documented and tested procedures of financial statements for commercial and TMT multinationals. I leveraged my proficiency in Excel to manage large databases to identify and discuss with clients about key auditing findings.
 

• Determined materiality for audit thresholds;

• Identified and investigated significant accounts depending on the client's type of business;

• Generated Leads and reconciled General Ledgers with Trial Balances;

• Performed Test Of Details and Test of Controls on Balance Sheet and Profit & Loss Statements;

• Extensively reviewed legal contracts, board minutes and litigations;

• Supervised bank and lawyer confirmation processes and AML checks.

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Product Specialist Equity

Quintet Private Bank (formerly KBL epb) - Luxembourg, 2019 [6 months]

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I provided investment recommendations to 500+ investment professionals (UK, Lux, Netherlands, Monaco, Switzerland, Germany). Thanks to a thematic investing approach, I tried to identify secular growth opportunities. Then I used Fundamental Analysis and Technical Analysis to select undervalued stocks with moat and healthy financials. I covered equities (US,EU,EM); funds; ETFs; structured products and gold.
 

• Performed stock-picking (top-down/bottom-up) and promoted ideas;

• Published one-pager for each recommendation (B2C);

• Did weekly investment presentations for Port.Man. & Priv.Bank. (B2B);

• Analysed companies' earnings, M&A and other relevant news;

• Integrated ESG factors for Responsible Investing;

• Wrote macroeconomic topics (statistics, politics, sector trends);

• Monitored recommendations on Bloomberg and Factset.

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Associate to Head of Investment Research

KBL European Private Bankers - Luxembourg, 2019 [7 months]

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I worked horizontally with Portfolio Management, Fund Management, Structured Products and Marketing to promote investment recommendations across the group. At the heart of investment ideas generation, I coordinated communication between Equity, Fixed Income and Alternatives specialists.

• Contributed to the implementation of "Smart Ideas" (one pager recommendations sent to suitable clients);
• Monitored performance of recommended vehicles;
• Wrote a daily newsletter sent to 8000+ clients across Europe, relating to major stock moves, macro releases and geopolitical events;
• Delivered a series of five articles along with live presentations on Blockchain and cryptocurrencies;
• Participated to equity and fixed income screening implementation and updates;
• Updated and analysed large key databases on Excel for reporting of KPIs.​

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Credit Analyst Intern

BNP Paribas - France, 2017 [4 months]

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As part of the "Pôle Régional d'Analyse Proximité" of Lille, I had my first opportunity to discover Banking. I quickly built up knowledge and dealt with +100 requests in four months.

• Analysed credit profiles of small businesses (<€1.2M turnover) and issued positive/negative advises for lending based on the 5C approach (Character - Capacity - Capital - Collateral - Conditions);
• Reviewed balance sheets, income statements and tax returns and government databases to assess credit worthiness;
• Wrote an exhaustive, but synthetic note to shed light on clients' strengths and weaknesses in terms of credit risk.
• Oral defense of the case with the risk manager and phone negotiations with commercial bankers.​​