Raphaël Kratz, CFA

Experience

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  Cigogne Management

  Mar 2022 - Aug 2023

  • Monitoring of financial risk and improving of risk monitoring tools through Excel and VBA developments.• Calibration of internal investment limits in connection with the macroeconomic context. • Valuation of all the company’s funds along with reconciliation work between estimated economic results and the published net asset value of these funds. • Discovery of the investment funds industry and alternative investment strategies.• Use of arbitrage strategies that require complex financial instruments (CDS, Swaps, Futures, Options).• Completion of various cross-functional tasks, including risk monitoring and development of daily results tracking file for funds under management.

  • Associate Hedge Fund Risk Manager

    Sept 2022 - Aug 2023

  • Hedge Fund Risk Manager Intern

    Mar 2022 - Aug 2022
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  BNP Paribas Wealth Management

  Sept 2023 - Dec 2024

  Assistant Multi-Asset Portfolio Manager

  • Contributed to the management of a portfolio exceeding 20 billion Euros across multiple asset classes.• Aided in fund selection and allocation following a top-down approach.• Conducted performance attribution analysis and monitored performance and risk drivers across portfolios.• Developed, prepared, and reviewed ongoing production of portfolio summary reports for management.

• 

  Societe Generale Private Banking - SGPB

  Jan 2025 - now

  Assistant Equity Portfolio Manager

  • Participation in the management of equity portfolios representing over €4 billion in assets.• Conducting in-depth fundamental analyses to evaluate investment opportunities.• Interacting with brokers and company management to gather market insights.• Developing investment recommendations by constructing detailed investment cases.• Utilizing quantitative methods to screen stocks and design portfolios.•