Lorris Goutorbe, CFA

Experience

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  EY

  Jul 2016 - Dec 2016

  Junior Financial Auditor

  Various missions of audit within the FSO (Financial Services Office) team of Toulouse for banks (Crédit Agricole, BPCE group) in their Front Office, Middle Office, Back Office, an investment fund (IXO) and a mutual (Mutuelle Nationale des Sapeurs-Pompiers de France)Half-year audit (analytic review of the accounts) and quarterly audit (limited review): review of different accounting sections (credit, collect, financial statements, interbank, cash flow and securities, …), restatement of the original balance sheets, banking reconciliations and requests of supporting documents Interim: review of the process by interviews with the customers, summary of processes, Business process controls and « tests of controls » on the same accounting sections for the banks and on the financial management, contributions, deliveries and financial statements for the mutual MNSPF Other tasks: synthesis of minutes (of Board of Directors, Ordinary and Extraordinary General Meetings and Supervisory Board), preparation and mailing of circularization letters, knowledge (comments of Business Indicator Memorandum) Show less

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  Crédit Agricole CIB

  Jul 2017 - Jan 2018

  Trader Assistant

  Assisted the Repo Trading Desk (a team of 8 traders) in their daily tasks from managing books and positions to providing market analysis / reportsInsured the daily monitoring of informatics tools used by the traders like pricersDeveloped new tools using Excel, VBA, Bloomberg and Reuters (decision taking and securities management) in order to fulfill traders' requirement and improve the team efficiency (P&L, risk analysis, pricing, regulatory costs, booking)Booked positions in order to cover the risks taken by the Inflation Desk of CACIB and worked closely with the Middle / Back Office to insure pre and post trade services Elaboration and diffusion of the Repo EU weekly review Show less

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  SSVL (Monaco) S.A.M.

  Jan 2019 - Jun 2020

  - Analyzed European listed companies through researches and financial modeling as well as their shareholders, peers, competitors and other stakeholders- Distributed and commented news and trading about our investments and prospects on a daily basis for a call with the team in Monaco and the members of the Investment Committee (IC)- Actively participated in regular meetings and events convened by the IC to discuss strategies on our investments or prospects- Other duties: wrote investment reports, used and set up complex Bloomberg formulas, created an automated screening developed using VBA, analyzed M&A and PE dealsEquity Trader of the fund:- Bought and sold shares for SSVF account through Notz Stucki Europe in Luxembourg- Managed the relationship with brokers: prepared, negotiated and sent orders, followed and analyzed brokerage commissions paid- Sent daily trade reports to the IC, managed authorizations fulfillment and regulatory threshold crossings Show less Sterling is an activist hedge fund, acquiring substantial minority equity stakes (> 3%) in European small and mid-cap listed companies. Sterling's rigorous investment criteria and ownership approach means that it holds only a small number of disclosed strategic investments at any one time. Sterling invests in good businesses that are undervalued due to stress factors that can be fixed, seeking to enhance the value of companies through, where appropriate, an engaged and supportive approach that aligns shareholder and management interests. Show less

  • Junior Investment Analyst & Equity Trader

    Jul 2019 - Jun 2020

  • Investment Analyst Intern

    Jan 2019 - Jun 2019
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  Selexium

  Jul 2020 - Dec 2022

  Investment products, insurance, pension provision and tax exemption advice//Conseil en produits de placement, assurances, prévoyance retraite et défiscalisation

  • Senior Investment Advisor

    Nov 2021 - Dec 2022

  • Financial Investment Advisor / Conseiller en Investissements Financiers

    Jul 2020 - Oct 2021
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  KAYS Wealth Management

  Jan 2023 - now

  Financial Investment Advisor & Client Manager / Gérant Privé