photo de profil d'un membre

Romain CHATRY

CV ROMAIN CHATRY ICN FINANCE / ASSET MANAGEMENT / FRONT OFFICE

26 ans

Situation professionnelle

En recherche active

Souhait professionnel

Poste
Gestion d'actif / Front office
Experience
Jeune diplômé(e)
Rémuneration
Non renseigné
Mobilité
- Indifférent
Fonctions
- Responsable administratif / financier
Secteurs
- Banque / Assurance

Expériences professionnelles

Financial service representative

CI Investments , Toronto

De Septembre 2018 à Aujourd'hui

• Respond to telephone and written requests for product, financial and administration information.
• Responding and solving sales support requests
• Acquired skill set on mutual funds, segregated funds, United Financial products, Private Investment Management funds and alternative products.
• Involvement in strategic discussions and periodic updates with executives

Equity portfolio manager assistant / buy-side equity research analyst

BANQUE DELUBAC & CIE , Paris

De Janvier 2017 à Octobre 2017

Portfolio management assistance in the Delubac Pricing Power Fund (AUM: EUR 155 million, European companies >500m of capitalization)
• Quantitative and qualitative analyses for 10+ companies (company research reports for the portfolio manager)
• Daily follow-up of equities in the portfolio & potential investments, specifically companies’ note update after each interim results and summary of market news impact
• Optimization of financial modelling, including Multiplier Models – P/E, EV/EBITDA, and EV/sales ratio to compare and analyze equities in the same sector
• Involvement in strategic discussions and periodic updates with executives
• Involvement in meetings with external analysts or target company executives
• Preparation of month-end reporting and investor presentations
• Customer relations, such as explaining fund’s characteristics or the month-end reporting
• Advanced proficiency in Bloomberg, Bloomberg-API and Excel

Fund data analyst, buy-side middle-office

EDMOND DE ROTHSCHILD ASSET MANAGEMENT , Paris cedex 08

De Mars 2016 à Septembre 2016

Daily positions reconciliation
• Daily cash reconciliation with the custodian
• Daily portfolio valuation and investigation of the pricing differences with the fund administrator
• Provide support to the investment team for the daily trading
• Preparation of month-end reporting

Trading assistant - forex

BANQUE POPULAIRE ALSACE LORRAINE CHAMPAGNE , Metz

De Juillet 2015 à Janvier 2016

• FX operation reporting (spot, forward, currency swap, options)
• Structured product reporting
• Customer relations, such as resolving issues and financial market impact update
• Daily financial market update

Formation complémentaire

PROGRAMME GRANDE ECOLE

ICN NANCY-METZ - Finance de marché

2014 à 2017

Parcours officiels

ICN BUSINESS SCHOOL – Master – 2016 – PGE

Langues

Anglais - Courant

Français - Langue maternelle

Compétences

Bloomberg
reuters