Alexandre Goor

Experience

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  UBS Wealth Management

  Jun 2012 - Jul 2012

  Management Support Officer

  - Participated in the proposal process for clients using Advisory Tool Kit and Bloomberg - Performed data analysis on excel used by the team - Conducted management tasks within tight deadlinesAchievement: Realized a presentation used by the Manager to show new customer's meetings frequency

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  Julius Baer

  Mar 2014 - Jun 2014

  Trainee

  - Conducted research assignments on companies for Relationship Managers used in clients meetings - Directly involved in client preparation work. Providing extracts, charts and studies - Developed investment proposals for various risk profiles using Bloomberg and Julius Bär software - Performed and presented recommendations in the bonds, equities and investment funds areas at weekly team meetingsAchievements: My Manager trusted me to see an important client by my own and to assist him with his portfolio. Recommended an important client to buy some Tesla shares before the huge increase last summer, resulting in a 28% increase on this position. Show less

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  London Management Group LLP

  Aug 2015 - Nov 2015

  Intern

  - Compiled and sorted data for clients’ visits and presentations- Updated clients’ portfolios – valuations and performance data - Attended meetings from new funds and assessed the pros and cons to LMG and its clients - Developed investment proposals with my Manager for LMG’s discretionary clientsAchievement: Developed an excel file which automatically calculates the performances over the quarter for each of LMG’s clients resulting in a significant gain of time for my Manager when computing future performances Show less

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  Julius Baer

  Feb 2016 - Jun 2016

  Analyst

  - Conducted research assignments on companies for Relationship Managers used in clients’ meeting - Directly involved in client preparation work. Providing extracts, charts and studies - Developed investment proposals for various risk profiles using Bloomberg and Julius Bär software - Performed and presented recommendations in the bonds, equities and investment funds areas at weekly team meetings Achievement: Developed a presentation that convinced a HNW prospect to join the bank as a client and invest in a JB mandate in CHF Show less

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  BNP Paribas

  May 2017 - Sept 2017

  Intern Jet & Yacht Finance
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  PricewaterhouseCoopers

  Oct 2017 - Dec 2017

  Audit Assistant
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  BNP Paribas

  Jan 2018 - Dec 2022

  Credit Analyst
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  BIC-BRED (Suisse) SA

  Dec 2022 - now

  Analyst Trade Finance