Freelancer profile translated to English.

Description

MY WEBSITE:MY GOOGLE MY BUSINESS REVIEWS: ⭐️⭐️⭐️⭐️⭐️ (36 reviews)

With significant experience in financial analysis and portfolio management, I offer my services as a freelancer to support your strategic finance projects. My expertise is based on years of practice and a deep understanding of complex financial dynamics, supported by concrete results.

Key Experience and Achievements:

- Portfolio Management:

I managed a portfolio valued at €686.4 million in insurable revenue, representing a total annual premium of €1.1 million. This experience has allowed me to develop sharp expertise in optimizing and securing managed assets.

- Studies and Quotes:

With over 450 quotes and studies conducted per year, I master the analysis tools to assess the risks and opportunities of financial projects. My rigorous approach ensures precise results, essential for informed decision-making.

Financial Due Diligence:

I have conducted in-depth financial due diligence on over 600 companies, assessing their default risk level. This expertise is crucial for any investor or company looking to secure its investments.

Why Choose My Services?

My professional background demonstrates my ability to thoroughly analyze financial issues and propose solutions tailored to my clients' specific needs. Whether you require risk analysis, due diligence, or portfolio management, I am ready to put my expertise at your service to achieve your financial goals.

Contact me to discuss how I can contribute to the success of your projects.

Industry field of expertise

Languages

French
Native or bilingual
English
Native or bilingual

Workplace preferences

Can work on-site

Paris (up to 50km)

Cabinet Andrew Merle
Founder & Manager - Financial Investment Advisor
CONSULTING AND AUDITS
January 2021 - Today (5 years and 5 months)
Paris, France
• Establishment and advice on the provision of investment services for financial products.
• Coordinate all assets to help realize personal projects.
• Develop and implement strategies adapted to needs, including financial management, real estate, tax optimization, retirement planning, etc.
• Monitor wealth strategy and investments over time with regular support on possible adjustments.
Real Estate Investments Financial Investments Wealth Audit Corporate Treasury Wealth Diversification Wealth Transfer Holding & Contribution Sale AMF
AIG
Financial Risk Analyst and Trade Credit Underwriter
BANKING AND INSURANCE
September 2016 - August 2022 (6 years)
Paris, France
Analysis for companies generating between €10 to €100 million in revenue.

› Managed a portfolio valued at €686.4M in insurable revenue, representing an annual total premium of €1.1M;
› Over 450 quotes processed per year;
› Financial due diligence of studies submitted by our brokers;
› Over 600 companies analyzed to assess default risk level: stock market index evolution, treasury, solvency, profitability and cash flow, market and sector trends.
Portfolio Management Financial Due Diligence Financial Analysis Market and Sector Trend Analysis Fundraising
FCS ConsulIng (MGM Groupe)
M&A Analyst
CONSULTING AND AUDITS
March 2016 - August 2016 (6 months)
Paris, France
M&A advisory boutique specializing in Small Cap.

Execution and monitoring of 3 deals, including 2 sell-side & 1 buy-side.

Acquisition of an IT company valued at €1.5 million (Buy-side):
› Preparation of marketing documents (memorandum, teaser, and NDA);
› Due diligence in partnership with MAZARS and identification of potential investors (3 NDAs signed).

Sale of a hotel valued at €13 million (Sell-side) and an IT company valued at €1 million (Sell-side):
› Company valuation, preparation of marketing documents, and recommendation of the best buyers to clients
› Identification of potential investors.
Financial Analysis Negotiation Development Strategy Fundraising Business Strategy Financing