Deep Enrich
Antoine REFOUR
Assistant courtier en assurance
1000 followers
France
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About me
Multi-Asset Portfolio Manager Assistant
Education
Université Côte d’Azur
2017 - 2020Licence Économie et Gestion
IÉSEG School of Management
2020 - 2023Programme grande école Finance and Financial Management ServicesASSET & RISK MANAGEMENT :- Portfolio management- Fixed Income- Derivatives- Firm valuation- Risk management- Ethical issues- Project finance
Experience
Cogessur
May 2018 - Jun 2018Assistant courtier en assurance- Comptabilité- Assurance (Tarification)- Gestion de patrimoine (assurance vie) Allianz
BRED
Jan 2020 - Feb 2020Assistant conseiller clientèle- Gestion et développement d'un portefeuille clients- Phoning commercial- Bilans patrimoniaux
Societe Generale Private Banking - SGPB
Jan 2021 - Jun 2021Wealth management solutions / Cross Investment services- Strategic Asset Allocation (Monte Carlo simulation)- Elaboration of investment proposals on different asset classes (funds, equities, structured products).
Groupe Crédit du Nord
Jul 2021 - Dec 2021Equity Analyst & Portfolio Manager- Buy-side equity analysis on European stocks (Scoring / Discounted Cash Flow / Firm Valuation / Risk Indicator)- Portfolio Optimization- Pitching at investsment committees- Daily macroeconomic updates and fixed-income overview for investment committees.
Edmond de Rothschild
Jan 2023 - Dec 2023Portfolio Manager - Advisory
Jul 2023 - Dec 2023Equity Research & Thematic Investments - CIO Office
Jan 2023 - Jun 2023
Auris Gestion
Jan 2024 - nowMulti-Asset Portfolio Manager Assistant
Licenses & Certifications
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AMF
Autorité des marchés financiers (AMF) – France
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