Louis Garnier

Experience

• 

  La Mondiale Europartner

  May 2019 - Jul 2019

  Insurance life Contract Manager Assistant

  • Analysed and managed customers database.• Calculation and monitoring of contracts buyback (Unit of account or funds in euros.

• 

  Satys

  May 2020 - Jul 2020

  Financial/Social controller

  • Automatised the monthly workforce report with VBA.• Automatised and harmonised the monthly Social Data with VBA.• Participated to the budget review meetings.

• 

  SKEMA Finance

  Nov 2020 - Apr 2021

  Editorial Manager SKEMA Finance

  Managed a 5 students team dedicated to the publication of weekly news on thefinancial markets.

• 

  ODDO BHF

  Jan 2022 - Jun 2022

  Private Banker Assistant for Ultra High Net Worth Customer

  • Reporting monthly customer performance.• Analysis of clients' wealth situation and investment proposals in line with their needs.• Prospect new customers.

• 

  Amplegest

  Jul 2022 - Dec 2022

  Assistant Portfolio Manager

  • Wrote investment cases.• Met fund managers to understand their strategy and their macroeconomic analysis before investment decisions.• Analyzed stocks and helped with investment decisions.• Built portfolio allocation based on customer risk profiles.

• 

  UBS LA MAISON de Gestion

  Jun 2024 - now

  Asssitant Gérant en Gestion sous Mandat