Marion Duruel, CFA

Experience

• 

  Capgemini Consulting

  Jan 2011 - Jul 2011

  Intern Consulting Finance

  Creation of a brief point on French Banks in China. The brief point explains the different strategies French banks could implement in China in the upcoming fifteen years to attract wealthy customers in China.

• 

  Societe Generale Private Banking

  Jan 2012 - Jul 2012

  Junior Investment Advisor / Products Analyst (Intern)

  A seven month internship in an investment advisory team in Societe Generale Private Banking:-Investment advisor-Analysis of clients' portfolios-Analysis of financial products-Meetings with funds managers

• 

  Banque Privée 1818

  Jan 2013 - May 2013

  Manager of fund of funds (Intern)

  - Management of fund of funds- Construction and optimization of portfolios- Selection of funds- Meetings with fund managers

• 

  BGL BNP Paribas

  Jul 2013 - Sept 2014

  Junior Sales - Investment Advisor

  - Portfolios analysis (bonds/equities/funds/derivatives/hedge funds..) - Investment proposals (re-allocations, inputs ...) - Weekly Markets Committees - Sales of investment products- Meetings with Fund Managers

• 

  Societe Generale Private Banking - SGPB

  Sept 2014 - Jan 2019

  I manage client's portfolio within the asset manager SG 29.I give asset allocation advice and recommendation on all asset classes (direct equities, direct bonds, funds, structured and derivative products).I have regular contacts with clients and I monitor closely their portfolio.I am a member of the Derivative and Structured Product committee which implements such solutions in clients' portfolio.I go with Private Bankers to meetings with Prospects to convince them to trust SG 29 with their assets. Show less - Management of clients' portfolios (over 350 million euros) with the clients. These portfolios are diversified (equities, bonds, funds, structured products, derivatives and hedge funds).- Daily monitoring of clients' portfolios and allocation changes according to markets' opportunities- Investment proposals and investment advice to clients- On going markets monitoring to spot investment opportunities- Member of the derivative and structured products expert CommitteeMembers of this Committee are portfolio managers of all entities gathered according to their expertise. The Structured and Derivative Products Committee discusses about derivative based strategies (systematic overwriting, forex options, equity and credit derivative and structured products) and focuses on hedging strategies that are used in all entities (futures selling, buying put options, buying put spreads, enhanced collar...).- Weekly Markets Committees with Private Bankers Show less

  • Advisory Portfolio Manager

    Nov 2017 - Jan 2019

  • Advisory Portfolio Manager

    Sept 2014 - Nov 2017
• 

  Indosuez Wealth Management

  May 2019 - Jul 2021

  Senior Investment Advisor

  I manage client's portfolio within the Advisory Team ; AUMs 450MI give asset allocation advice and recommendation on all asset classes (direct equities, direct bonds, funds, and structured products).I have regular contacts with clients and I monitor closely their portfolio.I am a member of the Global Advisory Committee where some advisors from all entities discuss about strategies (thematics, tactic, carry and relative value) that can be implemented in clients' portfolios.I go along with Private Bankers to meetings with Prospects to convince them to trust Indosuez and the Advisory with their assets.I am also a member of the Capital Markets Forex Team where we offer some clients with Forex strategies through spot and derivatives (ABF, TRF, vanilla options and exotic options). Show less

• 

  Rothschild & Co

  Jul 2021 - now

  Portfolio Manager

  Je gère des mandats dédiés et Sicav dédiées au sein de la banque privée en tenant compte des contraintes des clients ; Actifs 800M.Je participe aux différents comités d’investissement de la banque et travaille sur toutes les classes d’actifs (actions, obligations, OPCVM, produits structurés et dérivés).Lancement d’un mandat 100% produits structurés.Participation à la démarche d’analyse interne sur les actions.J’accompagne les Banquiers Privés dans leurs démarches de prospection.