Freelancer profile translated to English.

Description

Investment Analyst – Global Macro & Multi-Asset

I support institutions, funds, and financial teams in market analysis and investment decision-making.

I focus on macroeconomic and multi-asset analysis (rates, equities, commodities), portfolio monitoring, and the exploitation of market and fund data to produce clear, actionable, and performance-oriented analyses.

My approach combines macro-financial rigor with quantitative tools (Python) to transform market complexity into useful insights for asset allocation, risk management, and investment strategy.

Languages

French
Native or bilingual
English
Fluent
German
Basic

Workplace preferences

Can work on-site

Paris (up to 50km)

Generali Vie
Data & Reporting Analyst, Market & Portfolio Monitoring
November 2024 - October 2025 (11 months)
Paris, France
Production and monitoring of market, fund, and portfolio data used by investment and risk management teams
Design of dashboards and automated tools (Python, SQL, VBA) for monitoring performance, exposures, and stress tests
Guarantee of the reliability and consistency of data from Bloomberg, Morningstar, SIX, Fininfo, and internal systems
Contribution to portfolio monitoring and macro risk analysis through quality reporting (Solvency II environment)
Improvement of data quality and processes, reducing manual interventions by approximately 30%
Python & Quantitative Tools Market & Fund Data Analysis BI Strategy Investor Document Portfolio Strategy
CACEIS
Market Data Officer, Financial Instruments
April 2024 - October 2024 (6 months)
Paris, France
Management and validation of market and reference data for bonds, equities, and derivatives
Ensuring the accuracy of instrument characteristics used in valuation, risk, and reporting systems
Liaison between market operations, risk, compliance, and IT teams
Support for regulatory, audit, and delegated control processes requiring reliable market data
Market & Fund Data Analysis Regulatory Strategy Multi-Asset Markets
Euroclear
Operational Due Diligence Analyst (Funds & Asset Managers)
September 2023 - March 2024 (6 months)
Paris, France
Conducting operational, regulatory, and liquidity due diligence on multi-asset funds and management companies
Analysis of investment processes, governance, internal controls, and risk management frameworks
Liquidity review and stress testing using Morningstar and internal tools
Verification of consistency between declared strategies and portfolio characteristics (UCITS, MiFID, EMIR)
Due Diligence Portfolio & Risk Monitoring Investor Document Portfolio Strategy