Adrien Arneodo Email & Phone Number

Geneva, Switzerland

Région De Genève, Suisse

New York City

- Worked closely with senior sales member to analyze/manage prospective and existing clients as well as to distribute Oddo Research and Corporate Access to buy-side clients (Hedge Funds, Mutual Funds, and Pension Funds).- Worked on the international development of the group in liaison with the asset management division.- Set up meetings for sales with clients.- Set up schedules and itineraries in liaison with the marketing department.- Kept detailed records of the business generated by every sales person.- Confirmed equity trade details with counterparties and worked to resolve any discrepancies.

Paris, France

International Sales Support- Worked on the international development of Oddo Asset Management and dealt with compliance issues.- Created marketing materials, including generic sales presentations, customized client-specific pitch books, and product performance analyses.- Worked closely with the group’s Managing Director to prepare business plans & sales objectives. - Worked on a trailer fees pricing model for a potential use of a Third Party Marketing firm. Client Servicing:- Maintained detailed client databases and coordinate mass client distributions and communications.- Maintained team pipeline information in Diamond suite CRM and prepared client activity reports for senior management.- Reviewed for large fluctuations daily and reallocated the flows to the right clients.- Responded to client inquiries and communicated issues/resolutions on specific mutual funds.

Région De Paris, France

- Worked closely with the Portfolio Manager by providing him daily global market recap.- Worked on the risk of the fund, calculated alpha, beta & sharpe ratios.- Worked closely with Financial Analysts on few investment cases and attended several quaterly earnings presentation of French leading companies.- Worked on the launch of a new mutual fund called Uzès Grands Crus, participated in meetings to present and sell the fund to potential investors.

Double Degree Master In Management (Grande Ecole)/ Msc In Financial Market, Major In Asset Management

Mathematics & Physics, Intensive Preparation For National Competitive Entrance To French Engineering Schools.