Aurelia Brien Email & Phone Number

Montpellier, FR

Montpellier, Occitanie, France

• As part of my role within the Private Banking division of Crédit Agricole du Languedoc, I support our clients in managing their financial assets by offering tailored solutions aligned with their risk profiles. My.
• Providing investment advice on financial markets by identifying opportunities that match our clients’ wealth management goals.
• Monitoring and optimizing life insurance policies, securities accounts, and PEA (equity savings plans) in line with the agreed-upon strategy for asset growth.
• Guiding clients in their investments through mutual funds, using an open-architecture approach. While working closely with Amundi, Crédit Agricole’s principal asset management company, we also collaborate with renowned.
• Ensuring regular reviews and adjustments of the initial investment strategy in response to constantly evolving market conditions—whether macroeconomic, microeconomic, geopolitical, or political.
• Diversifying investments both geographicallyand sectorally, while also exploring thematic investments.

• Gestion de la relation client et accompagnement en matière de solutions d'investissement (assurance vie / comptes titres / PEA / PER)
• Élaboration d'allocation d'actifs
• Commercialisation de mandats de gestion discrétionnaire et gestion conseillée
• Crédit, épargne retraite, prévoyance

Région De Paris, France

• Advised structures fitting with market timing and clients’ strategies - Permanent relations with market counterparties and local managers (Pricings details: payoff explanations, market sensitivities, risks)
• Realized tender offers in the market and negotiated prices for the whole range of structured products with counterparties
• Redacted the “Market Weekly Driver” report published for local teams
• Generated and updated Term sheets and booked daily traded operations

Région De New York City, États-Unis

• Assisted in new business development and strengthening long-term client relationships◊Created pitches for senior industry-focused investment bankers and Capital Markets professionals◊Compiled and maintained detailed.
• Completed detailed financial analysis of companies in the healthcare, energy and media sectors◊Created valuations based on Excel computer modeling, comparable transactions analysis, discounted cash flow analysis and.
• Advised international companies on M&A and capital raising (IPOs, Private Placements, Follow-on, PIPEs)◊Identified partnering opportunities with both foreign and domestic companies

Région De Paris, France

• Maintained proprietary financial product database in an effort to fully automate derivative pricing and timing data
• Facilitated communication between Font Office, Back Office, Middle Office & IT teams
• Prepared & analyzed weekly and monthly financial performance reports for institutional clients
• Developed new tools and internal procedures in order to improve efficiency among the Middle Office related departments
• Generated and reviewed internal document reporting for Convertible Bonds activity

• Created appropriate product/strategy pitches for Small & Mid Cap clients
• Managed mutual funds daily orders (SICAV and investment funds)◊ Priced daily net asset mutual funds values & provided weekly and monthly trading account details for client portfolios
• Updated customer database and created customer authorizations to deal market operations

• Prospected and promoted products over 4 cities for local companies
• Developed sales leaflet designed to negotiate and sell and reported weekly sales to management

Master Spécialisé En Finance De Marché, Postgraduate Program In Financial Engineering

Finance internationale et Mathématiques Financières - Gestion de portefeuille actions (analyse quantitative & technique, gestion.

2008, Finance, Marketing, Management, Droit, Langues Etrangeres