Résumé
Ambition: Portfolio Manager investing mainly in consumers/tech/industrials across DM with an active stakeholder and strategic advisor approach towards companies. Target today: Assistant Portfolio Manager.
Key differentiators:
1/ economic and financial expertise (macro & micro understanding, proficiency in modelling, valuation and financial analysis)
2/ generalist abilities (sectors, investment styles, business fields)
3/ entrepreneurial spirit and fortitude
4/ ability to think differently and gain insight creatively
Main competencies: forecasting activity based on cycle phase and secular trends, quickly grasping sector unit economics and business drivers, assessing competitive dynamics and the impact of disruptors, estimating product/service market opportunity, determining business model resilience, building full models from scratch (bottom-up/top-down, demand-driven/supply-driven), scenario/sensitivity analysis, identifying correlation/leading indicator, assessing tail risk, valuation expertise (historic, relative, intrinsic, DCF, SOTP, M&A, LBO, liquidation), shorting, estimating financial risk (liquidity/solvency ratio analysis, stress testing, impact on covenants/credit rating), hosting company meetings, running interviews/surveys/customer journey experience, advising PMs (large group presentation/one-to-one), investment writing.
Other: CFA Level I & II (preparing Level III), working knowledge of Bloomberg, fluent English/French, basic German.
Expériences professionnelles
Investment skills deepening
Asset management, Londres , Londres
De Novembre 2019 à Aujourd'hui
- Mar-present: mentoring by a Senior Equity Analyst, investment writing on macro/industry insights, researching investment opportunities, volunteering to HEC Alumni initiatives during Covid-19
- Jan-Mar 20: CFA Level III preparation
- Nov-Dec 19: Professional project strengthening and refinement (assessed skills, explored options, clarified aspirations)
Dm generalist equity analyst
Fidelity International , Londres
De Mars 2017 à Août 2019
- Identified L/S opportunities across large spectrum of industries (industrials, consumers, tech) amongst European & US SMEs
- Appreciated for my deep dives into industry trends demonstrating proactivity and creativity in researching competitive dynamics, innovation disruption and customer adoption
- Developed differentiated views based on market opportunity size, competitive advantage sustainability, business model attractiveness, balance sheet strength and cycle phase
- Built financial models from scratch and developed strong scenario/sensitivity analysis and valuation skills
- Hosted company meetings and attended earning calls, industry/thematic conferences, CMDs and site visits
- Ran expert/customer/competitor interviews, internal surveys and consumer journey experiences
- Resorted to secondary research to identify gaps in analysis and focus primary research on most likely sources of mispricing
- Worked with analysts AOTW and c.20 PMs amongst UK/European/US/Global teams
Investing training project
Asset management, Londres , Londres
De Septembre 2015 à Février 2017
Explored global AM industry by meeting c.40 investment professionals in 6 financial capitals across US & Asia. Read investor books, took online courses (A. Damodaran), identified long ideas.
Parcours officiels
Langues
Anglais - Technique
Français - Technique