About Nathan
French
Native or bilingual
English
Fluent
Italian
Conversational
Experience
- Crédit Mutuel GestionAsset Management Intern – Assistant Portfolio ManagerApril 2023 - October 2023 (6 months)Conducted stock analyses, corporate strategy assessments, and valuation modeling Responsible for multiple portfolios worth tens of millions of euros Provided investment ideas using Excel and Refinitiv Eikon Conducting client meetings, including HNWI from CIC Banque Privée
- La Plume & Le FinancierFreelance Financial Content ManagerSeptember 2020 - Today (5 years and 9 months)Authored 200+ articles on corporate finance and asset management (SEO & print media) Managed editorial projects (content calendars, briefs, distribution channels) Oversaw brand promotion through newsletters, social media, and email marketing
- Compte propreProprietary Portfolio ManagementCONSULTING AND AUDITSMarch 2020 - Today (6 years and 2 months)Cormontreuil, FranceActive management of an equity portfolio (individual stocks, ETFs...) for own account.Family wealth management.
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Education
- PhD in Management SciencesGRANEM (Angevin Research Group in Economics and Management)Nature et rôle du financement par les Business Angels : une approche dynamique sur le marché français - Finance Entrepreneuriale - Private Equity
- Master 2 BFA - Financial Services for BusinessesESEMAP - Angers2023- Major de promotion. - Consolidation et approfondissement de mes connaissances en finance, et notamment de l'environnement bancaire via le diplôme de master SFE de l'École supérieure d'Économie et de Management des Patrimoines d'Angers (Maine-Et-Loire). - Cette formation de corporate finance m'a permis d'approfondir sur la culture de mes clients afin de continuer à les servir du mieux possible.
Certifications
- CFA Program Level 1CFA Institute2024
- Winner of the Special Prize for my thesis titled "Active Management VS Passive Management: Going Beyond Confrontation"ADIM-BFA (association of 14 eco-management faculties, including Paris Dauphine)2024