Toby Roquette

Experience

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  Societe Generale

  May 2016 - Jun 2016

  Front Desk Officer

  • Welcomed, guided and assisted customers with daily banking operations• Answered emails, phone calls, and booked appointments with clients and prospects• Provided banking services and insurance quotes to clients• Managed client records while following compliance procedures

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  Nicolas

  Jul 2017 - Aug 2017

  Store Manager

  In charge of the whole store (monthly turnover achieved : 20'000€) : • Inventory management : organized the order and reception of goods on a weekly basis• Financial management : managed the cash register, made bank deposits, monitored cash flows• Relationship management : sales and customer advice

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  Natixis

  Jan 2019 - Jun 2019

  Global Market Operations | Equity Derivatives

  • Approved OTC equity derivatives trades on vanilla products (swaps, options, forwards)• Settled cash flows relating to trades with global institutional counterparties while resolving discrepancies, respecting cut-offs, and executing payments• Monitored the team's daily activity via internal controls and reported directly to managers

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  Edmond de Rothschild

  Jan 2020 - Dec 2020

  Assistant Portfolio Manager | Equity

  • Assisted 4 senior portfolio managers in their daily activities : produced monthly management reports and market comments, handled requests from sales (explaining investment strategy, preparing client meetings), ensured the follow-up of portfolios' positioning and performances• Delivered investment proposals for UHNWI with bespoke mandates : determined appropriate Tactical Asset Allocations and selected suitable instruments with regards to the client's profile (equities, mutual funds, structured products)• Pitched investment ideas to portfolio managers and sales during Private Banking committees Show less

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  UBS La Maison de Gestion

  Jan 2021 - Jun 2021

  Assistant Portfolio Manager | Multi-Asset

  • Analyzed mutual funds and hedge funds based on both qualitative and quantitative data• Worked on developing a discretionary mandate consisting of ESG funds• Monitored portfolios’ performance and positioning and discussed trade ideas with portfolio managers• Ensured the follow-up of a selection of small & mid cap European companies

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  VIGIFINANCE Family Office

  Jun 2021 - now

  • Junior Portfolio Manager | Multi-Asset

    Mar 2024 - now

  • Fund Analyst | Multi-Asset

    Jun 2021 - Mar 2024