Aurelie Made, CFA, FRM

Experience

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  European Fund Administration (EFA)

  Jan 2005 - Dec 2005

  Financial Reporting and C Level Executive Assistant

  - Prepared and organised the presentation for the IIFA (International Investment Funds Association) seminar concerning IOSCO (International Organization of Securities Commissions) and the presentation for the European Commission UCITS Review Open Hearing concerning the efficiency of the European fund industry (MIFID draft).- Research of the legal aspects and creation of the first SICAR financial report.- Realization, follow-up, validation by the external contacts and/or signature by the auditors of the financial reports of OPC of Luxembourg rights. Show less

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  Barclays Capital

  Apr 2007 - Sept 2010

  - Pricing and execution of clients' requests on rates and credit products (G10).- Development and maintenance of clients' relationship and trade ideas generation.- Creation of pricers using excel Function's Toolkit (short stub swap, inflation ASW).- Organisation of various client events and roadshows (part of the event team). - Analysis of a secondary market for High Yield Loans and LCDS.- Development with IT of the in-house TRS Valuation and Management System (collateral, fees, valuation of positions, portfolio rules)- Daily tasks: Processing of trades in Bloomberg and in-house system, negative basis management and funding of the different TRS (SPVs).

  • Hedge Fund Rates Sales

    May 2008 - Sept 2010

  • Trader assistant- Credit derivatives

    Apr 2007 - May 2008
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  Leonteq

  Dec 2010 - Jun 2015

  - Responsible for the actively managed certificates business (~$500 M AUMs): drafting termsheets and legal documents, managing the books with hedge rebalancing, cash and FX management, execution, post trade processing, pricing and client reporting.- Development of innovative quantitative investment strategies such as the Dynamic Real Income Note: Inflation protected strategy (EFGFDRI1 Index)- Construction and management of tailor-made investment solutions for institutional clients and pension funds: Managed futures, Constant Proportion Portfolio Insurance (CPPI), Strategy Cash, and Value Retention.- Creation of rebalancing management, daily pricing and monthly reporting tools.- Participation to the set of the AMC Gateway: platform for our actively managed certificates with an efficient collaboration with the sales force and IT team. Show less

  • Head of managed certificates and strategies – Trader Associate

    Jan 2015 - Jun 2015

  • Portfolio Manager

    Dec 2010 - Jan 2015
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  ResponsAbility Investments AG

  Jul 2015 - Dec 2020

  Senior Portfolio Manager & Strategic Project Lead

  - Responsible for the debt Funds (Private debt for Financial Institutions, actors in Sustainable Agriculture and Renewable Energy in Emerging Countries) - AuMs ~ $2 BN - Definition of the investment strategy and tactical allocation.- Lead and coordinate new structured product projects (inc. blended finance) with modelling, sourcing strategy, legal and operational set up such as the “responsAbility Financial Inclusion Investments 2019 DAC” ( $200M AuMs ) from 2018 onward.- Management and development of the PM team (team of 5) from 2016 to 2018.- Representation in investor meetings and constant relationship with the sales force.- Development of new trading partner' relationships and investment solutions.- Responsible for the portfolio management part of the new Investment Platform.- Development of tools and processes related to PM (ALM, simulation, VAR models). Show less

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  Partners Group

  Dec 2020 - now

  - Responsible for the closed-end and open-end credit programs on a global basis (Sponsor backed investments) - AuMs ~ $27 BN - Launch successfully the first US flag ship leveraged open ended fund establishing the set up from A to Z with close collaboration with lenders.- Development of an investment pricer, distribution manager and various in house tools- Together with client sales professionals, support with client acquisition and retention- Deputy of the head of Portfolio Management and ESG champion in Private Debt- EMEA IC member of PG impact- Debt representative in decarbonization & double materiality workstream intiatives Show less

  • Regional Head, Private Credit Portfolio Management

    Jan 2025 - now

  • Senior Portfolio Manager - Private Debt Team

    Dec 2020 - Jan 2025