Ambroise Rossi

Assignments focused on delivering tangible results by combining strategy, organization, and operational excellence to drive long-term performance.

Conduct indepth financial analysis of companies, including financial statements, solvency, and evaluation of competitive and sectoral environments. Assess investment plans and associated risks by analyzing factors such as debt type, ROE, operating margin, and LGD (Loss Given Default). Perform company ratings to determine the financial strength of counterparties. Identify and control counterparty risks using rating tools and maintain a watchlist of atrisk companies. Ensure compliance of affiliated companies, partners, and legal representatives through rigorous monitoring. Utilize financial software for company valuation and data analysis. Conduct comprehensive valuations of companies and assets, employing various methodologies (DCF, comparable company, precedent transactions).

Create and manage financial asset allocation strategies with a focus on active management. Select new investment products, including Structured Products, Private Equity, and Infrastructure investments. Analyze private client portfolios and institutional entities, encompassing Equities, Bonds, Funds, Hedge Funds, and UCITS. Develop a weekly macroeconomic and microeconomic report, reviewing financial markets, financial news, and the performance of model portfolios. Managed the end-to-end promotion of new investment products, including structured products and Private Equity, by identifying high-potential prospects through targeted client segmentation. Coordinated marketing campaigns and provided dedicated technical support to Wealth Management Advisors (CGPs) to facilitate product adoption and sales efficiency. Monitored campaign performance and analyzed historical data to optimize future launches and ensure consistent alignment with client investment profiles.

Analyze financial ratios to gauge company performance and identify trends. Review and interpret financial statements to support strategic decision-making.