Leclair
À propos du candidat
Ville
Formation
B
Baccalauréat
2020
Versailles
Mathematics and economics
B
Bachelor Degree
2020
Kedge Business School
Marketing, accounting, finance, mathematics, data basing, management, human ressources, leadership, languages
Travail et expérience
S
Sales assistant - Advice and brokerage of tailor-made structured products
01/01/1917 - 21/03/1916
Equitim
2,5 months Commercial follow-up of large portfolio accounts (>120M€), monitoring of clients’ portfolio report, queries processing, pre- trade and post-trade analysis Monitoring valuations on structured products Control and validation of documentation provided by issuers Drafting of commercial documents Development of commercial and sales support tools
S
Sales assistant - Private Equity and investment funds
123 Investment Managers
2 months CRM maintenance and development Follow-up of client portfolios and their investments Clients emailing Summary of portfolio managers' comments on specific investment themes Competitive intelligence via Excel Database updating
Diplômes
B
Baccalauréat
