Simon Lechipre, CFA

Simon Lechipre, CFA

Salesman

Followers of Simon Lechipre, CFA1000 followers
location of Simon Lechipre, CFALondon, England, United Kingdom

Connect with Simon Lechipre, CFA to Send Message

Connect

Connect with Simon Lechipre, CFA to Send Message

Connect
  • Timeline

  • About me

    SVP, Equity Research - Business Services at Jefferies

  • Education

    • FFBC - Lille 2 University

      2012 - 2014
      Master's degree International Financial Analysis - CFA Program

      Activities and Societies: CFA Institute Research Challenge in France. Preparation of the level 2 of the CFA Examination (June 2014).Partnership with Skema Business School.

    • FLSEG - Catholic University of Lille

      2009 - 2012
      Bachelor's degree Economics and Finance

      Activities and Societies: Member of the association Ch'ti Tour by FLSEG

    • University of Lille 1

      2008 - 2009
      Business Administration and Management
    • Lycée Sacré Coeur Tourcoing

      2004 - 2008
      Baccalauréat ES - Mathematics Specialty Mention AB
  • Experience

    • Decathlon Internacional

      Jun 2011 - Jun 2011
      Salesman
    • Wifirst

      Aug 2011 - Aug 2011
      Salesman
    • Market Audit

      Sept 2011 - Dec 2011
      Survey Analysis French - English - German
    • LCL

      Jun 2012 - Jul 2012
      Financial Advisor - Internship
    • LCL

      Jun 2013 - Jul 2013
      Financial Advisor - Internship
    • CFA Institute

      Nov 2013 - Apr 2014
      Semi - finalist of the CFA Institute Research Challenge EMEA 2014

      As part of the CFA Institute Research Challenge 2014, a global competition, we produced an equity research report, ie. a full company report containing a high-conviction investment case, business description, strategy analysis, competitive positioning, financial analysis and forecast as well as a valuation and risk analysis. With my teammates from the University of Lille 2 and Skema Business School, we initiated coverage of FAURECIA, a French car equipment manufacturer, with a Buy recommendation and more than 40% upside potential. The report was selected among the thirteen best in France (alongside ESSEC, EM Lyon and IESEG) and we won the final. The final contest consisted of a 10-minute oral presentation and Q&A in front of a panel of industry experts. We were able to convincingly convey our investment case in an original, structured and high-impact manner, while being able to answer the questions of the jury. Show less

    • Octo Finances

      Apr 2014 - Aug 2014
      Fixed Income Analyst Intern

      Credit research internship

    • Raymond James

      Sept 2014 - Nov 2018

      Sell-side junior equity analyst in the Raymond James European Travel & Leisure team, covering 3 sub-sectors: lodging, airlines and catering/business services

      • Equity Research Analyst - Travel & Leisure

        Jul 2017 - Nov 2018
      • Equity Research Associate - Travel & Leisure

        Mar 2015 - Jun 2017
      • Equity Research Assistant - Travel & Leisure

        Sept 2014 - Feb 2015
    • Mainfirst Bank AG

      Dec 2018 - Nov 2020
      Vice-President, Equity Research - Business Services & Hotels
    • Stifel Financial Corp.

      Nov 2020 - Sept 2024
      • Director, Equity Research - Business Services & Hotels

        Mar 2021 - Sept 2024
      • Vice-President, Equity Research - Business Services & Hotels

        Nov 2020 - Mar 2021
    • Jefferies

      Sept 2024 - now
      SVP, Equity Research - Business Services
  • Licenses & Certifications

    • AMF (Autorité des Marchés Financiers) Certification

      Autorité des Marchés Financiers
      Mar 2013
    • CFA Level III: June 2015 (Level II in June 2014 and Level I in June 2013)

      CFA Institute
  • Honors & Awards

    • Awarded to Simon Lechipre, CFA
      Winner of the CFA Institute Research Challenge hosted by CFA France 2014 CFA Institute Feb 2014 As part of the CFA Institute Research Challenge 2014, a global competition, we produced an equity research report, ie. a full company report containing a high-conviction investment case, business description, strategy analysis, competitive positioning, financial analysis and forecast as well as a valuation and risk analysis. With my teammates from the University of Lille 2 and Skema Business School, we initiated coverage of FAURECIA, a French car equipment manufacturer, with a Buy… Show more As part of the CFA Institute Research Challenge 2014, a global competition, we produced an equity research report, ie. a full company report containing a high-conviction investment case, business description, strategy analysis, competitive positioning, financial analysis and forecast as well as a valuation and risk analysis. With my teammates from the University of Lille 2 and Skema Business School, we initiated coverage of FAURECIA, a French car equipment manufacturer, with a Buy recommendation and more than 40% upside potential. The report was selected among the thirteen best in France (alongside ESSEC, EM Lyon and IESEG) and we won the final. The final contest consisted of a 10-minute oral presentation and Q&A in front of a panel of industry experts. We were able to convincingly convey our investment case in an original, structured and high-impact manner, while being able to answer the questions of the jury. Show less
  • Volunteer Experience

    • Industry Mentor

      Issued by CFA Institute on Nov 2016
      CFA InstituteAssociated with Simon Lechipre, CFA
    • Youth camps supervisor

      Issued by Scouts et Guides de France on Jan 2008
      Scouts et Guides de FranceAssociated with Simon Lechipre, CFA