JGFreelancer profile translated to English.
Back to original languageAbout Jérôme
Definition of an asset allocation strategy, selection of suitable investment products, optimization of the portfolio's risk-return profile, implementation of an investment monitoring report, controls and adjustments over time.
French
Native or bilingual
English
Fluent
Can work on-site
Paris (up to 50km)
Experience
- AG2R Asset ManagementPortfolio Manager - Multi-managementBANKING AND INSURANCEJuly 2025 - September 2025 (2 months)Paris, France• Formalization of my positioning for various arbitrage strategies (Rates vs Credit, USA vs Europe, Small Cap vs Large Cap, Developed vs Emerging Countries).• Creation of an optimization tool (Max Sharpe, Min Vol, Equal Risk Contribution) and backtesting tool (historical, Monte Carlo) in Excel for updating profiled portfolios (Soft, Tonic, and Energic profiles).• Analysis of asset management companies' responses to an RFI on global equity funds (production of a quantitative report per fund) to pre-select candidates for in-depth analysis.
- CIPAVHead of Listed InvestmentsSeptember 2023 - April 2025 (1 year and 7 months)Paris, France• Asset allocation definition:◦ Optimization of the risk/return profile to define the strategic asset allocation.◦ Study of financial markets and economic conditions to define tactical positioning.◦ Definition of a sustainable investment strategy (research, evaluation, feasibility study).• Research, analysis, and selection of financial products:◦ Fund analysis (screening, quantitative and qualitative analyses, peer groups & watchlist), Certificates/Notes, hedging options (warrants), and ETFs (index, active, smart beta, leveraged, etc.).◦ Management of a project with a fund administrator for the creation of a dedicated French-law fund and the incubation of four US equity investment strategies not available in Europe.• Operations & reporting: Order execution and creation of automated management reports (Excel & Python).
- Conseil en Investissements Financiers (CIF) indépendantPrivate ClientsJune 2023 - Today (3 years)Paris, FranceAsset allocation, financial product selection, portfolio construction, control, monitoring, and adjustments.
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Education
- Master "Grande École Program"ESCEM Business School & ICN Business School2016Master « Programme Grande École
- Chartered Financial Analyst(CFA Institute), AMF, CIF.Chartered Financial Analyst