Talk to sales Try for Free
Arnaud Soccalingam

Arnaud Soccalingam

Accountant

Followers of Arnaud Soccalingam510 followers
location of Arnaud SoccalingamParis, Île-de-France, France

Connect with Arnaud Soccalingam to Send Message

Connect

Connect with Arnaud Soccalingam to Send Message

Connect

  • Timeline

  • About me

    Investment Analyst | CFA Level II Candidate

  • Education

    • Université de Cergy-Pontoise

      2015 - 2018
      BACHELOR’S DEGREE IN ECONOMICS AND FINANCE Economics

      • Topics studied: Macroeconomics; Microeconomics; Business Strategy; Accounting…

    • NEOMA Business School

      2019 - 2022
      MASTER'S DEGREE IN MANAGEMENT - MASTER'S DEGREE IN FINANCE, INVESTMENT & WEALTH MANAGEMENT Finance, général

      Ranked 25th in the Financial Times' Best Masters in Management globally and 6th in France.• Topics studied: Financial Modeling with Excel (Projections; NPV; IRR; DCF; Comparables); Wealth Management (IPS; SAA; CME; Portfolio Performance and Volatility); Fintech (Blockchain; Big Data; Machine Learning) …• Project: 10-page equity research note on Heineken (SWOT; PESTEL; Financial analysis; Valuation).

  • Experience

    • ISEI

      Jul 2018 - Aug 2018
      Accountant

    • Audit Expansion

      Sept 2020 - Feb 2021
      Consultant en services financiers

      Advised employee representatives across diverse sectors and company sizes (revenues €8M to €600M) on results and strategy.• Collected, classified, and understood mission-critical resources : Interacted with financial management, analyzed public information…• Processed and analyzed data in Excel, conducting detailed 3-year growth analysis on key economic and financial indicators.• Crafted concise reports for presentation, encompassing strategy comments, evolving economic/financial indicators, and sector analysis. Show less

    • Philippe Hottinguer Gestion

      Jul 2022 - Dec 2022
      Assistant Portfolio Manager

      Assisted the portfolio manager in managing 3 Equity Funds with diverse focuses: Small & Micro Caps, Technology, and Sustainable Investment.• Conducted thorough analysis and synthesis of impactful news for 60 portfolio companies (sectors: Industry, Healthcare, Real Estate, Materials, and Finance) : Evaluated financial results, M&A activity, and macroeconomic trends.• Created investment proposals (primarily for small and micro caps) : Analysed business models, assessed competitive environments, performed financial analyses, and conducted valuations.• Enhanced investment decision support tools : Automated Excel processes using Bloomberg for screening and stock selection based on quantitative and financial criteria.• Actively participated in fund marketing activities : Prepared monthly performance reports and delivered sales presentations to investors. Show less

    • New York Life Insurance Company

      Mar 2024 - Jul 2024
      Financial Professional

  • Licenses & Certifications