Expériences professionnelles
Private & wealth manager intern
Philippe Hottinguer Gestion
De Juillet 2022 à Juillet 2023
• Monitored and analyzed client portfolios (€50M AUM), ensuring compliance with risk thresholds
• Developed Excel and Python tools to automate middle-office reporting, reducing manual workload by 30%
• Managed asset allocation for 10 portfolios (€1.5M AUM), optimizing equity/fixed-income exposure
• Produced client deliverables, such as reports on market conditions, portfolio performance and macro trends
• Successfully acquired several high-net-worth clients for portfolio development
Assistant marketing director
Bobble Liquide (CEFOP)
De Septembre 2020 à Janvier 2021
• Managed customers and marketing strategies in a 5-person team
• Conducted market & Customers Studies
• Performed competitors Analysis and Studies
Summer intern
ODDO BHF
De Juin 2019 à Août 2019
• Executed post-trade operations for global equity markets
• Captured, validated, and reconciled institutional trades in internal systems, ensuring strict compliance
• Monitored trade confirmation, allocation, settlement, and reconciliation processes, resolving discrepancies
• Served as primary liaison among traders, sales, clients, brokers, and internal teams to ensure trade execution
• Generated daily/periodic reports on trading activity, exceptions, and outstanding items
Formations complémentaires
Bachelor of Business Administration
Hong Kong Baptist University - Finance
2023 à 2025
Grade: 3.4 GPA
Activities and societies: Dean's list - Semester 1,2,3,4
Relevant coursework : Financial Portfolio Risk Management, Options & Futures Markets Pricing and Strategies, Business Valuation using Financial Statements, Fixed Income Securities, Mathematical finance, Optimization Theory and techniques
Bachelor of Business Administration
NEOMA Business School - Finance
2019 à 2025
Grade: 3.6 GPA
Activities and societies: L'Atelier Neoma
International Double Bachelor,
CESEM - French-Chinese Program
Parcours officiels
Langues
Français - Langue maternelle
Anglais - Courant
Mandarin - Notions
linkedin
github