Grégory Derrien, Cfa Email & Phone Number
@unexo.fr
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Who is Grégory Derrien, Cfa? Overview
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Grégory Derrien, Cfa is listed as Chargé d'affaires Dette privée at UNEXO at UNEXO, a company with 24 employees, based in Brittany, France, France. AeroLeads shows a work email signal at unexo.fr and a matched LinkedIn profile for Grégory Derrien, Cfa.
Grégory Derrien, Cfa previously worked as Chargé d'Affaires Dette Privée at Unexo and Private Debt Analyst at Unexo. Grégory Derrien, Cfa holds Master Degree In Business And Management, Major: Financial Markets & Asset Management from Neoma Business School.
Email format at UNEXO
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AeroLeads found 1 current-domain work email signal for Grégory Derrien, Cfa. Compare company email patterns before reaching out.
About Grégory Derrien, Cfa
Diplômé de Neoma Business School en 2013, j'ai eu l'opportunité de réaliser plusieurs expériences dans le domaine bancaire et de l'investissement. Analyste puis désormais Chargé d'Affaires au sein d'Unexo, notre objectif est d'accompagner les entreprises (PME et ETI) du Grand Ouest dans leur développement ou lors de croissance externe. N'hésitez pas à nous contacter.
Listed skills include Financial Markets, Portfolio Management, Hedge Funds, Derivatives, and 10 others.
Grégory Derrien, Cfa's current company
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Grégory Derrien, Cfa work experience
A career timeline built from the work history available for this profile.
Private Debt Analyst
Internal Auditor - General Inspection
- The Internal Audit team performs global and monographic audits covering all Amundi business units, including investment management, sales, trading, client business, risk management, operations, finance, legal and.
- Review and evaluate the system of controls and assess their adequacy and effectiveness
- Investigate and escalate issues identified during testing
- Validate the remediation of issues
- Contribute to the monitoring and… Show more The Internal Audit team performs global and monographic audits covering all Amundi business units, including investment management, sales, trading, client business, risk.
- Contribute to the monitoring and report on the timely completion of audit action plans to ensure management remedies significant deficiencies and implements audit recommendations for improvement.Missions: Middle Office.
Investment Controller & Compliance
- Investment Control for HNWI or UHNWI's Insurance contracts (Internal dedicated fund or unit link) in accordance with the insurance regulator "Commissariat aux assurances" and Cardif Lux Vie internal rules
- Due diligence of specific investments as Private Equity funds, Alternative funds, Real Estate or unquoted investments to give strong recommendation to the risk committee which accepts or deny these investments
- Eligibility Analysis (risk, illiquidity, default, etc...) of internal… Show more
- Eligibility Analysis (risk, illiquidity, default, etc...) of internal and external mutual funds, equities, bonds, derivative or structured products for investments in the insurance contracts
- To Control that investment policies statement and strategic allocation proposed by the investment manager are conformed to clients' goals and risk profile
- Monthly monitoring and controlling of the investment guidelines allowed to the investment manager
Junior Product Manager
- Evaluated new product ideas, executed new launches and enhanced existing products to ensure the range was always competitive
- Coordinated operations' timing identified and resolved problem during the project and delivered final results.
- Developed effective working relationships with functional teams (Portfolio management, Risk, Legal, Sales, Marketing, and middle office)
- Maintained a high level of technical product and legal knowledge (UCITS IV, AIFM, EMIR)
- Strong knowledge… Show more
- Strong knowledge across asset classes (equities, fixed income, alternatives, diversified & dividends) and products (UCITS, closed-end funds, technical funds & white label) Show less
Financial Advisor For Small And Medium-Sized Enterprises (Sme)
- Managed customers' portfolio (150 SMEs and 800 customers), and prospection of new SMEs
- In order to evaluate Start-up projects and investment credit: Provided credit and risk rating recommendations based on SMEs managers' meetings and Financial statement analysis
- Led business analysis on SMEs projects and personal, patrimonial and professional customers' assets
- Sales of financial products (savings, mortgage, loan, insurance) to meet business objectives
Assistant Financial Advisor
- Dealt with daily clients' operations
- Achieved of monthly sales objectives on a broad range of financial products (savings, cards, credit, etc...)
- Assisted the Senior financial advisor on administrative tasks (phoning assignment, paper form)
Colleagues at UNEXO
Other employees you can reach at unexo.fr. View company contacts for 24 employees →
Arif Bashir
Colleague at Unexo
Lahore District, Punjab, Pakistan, Pakistan
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EB
Edouard Boulan
Colleague at Unexo
Rouen, Normandy, France, France
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PL
Pierre-Emmanuel Lemarchand
Colleague at Unexo
Greater Paris Metropolitan Region, France
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LL
Lise Le Glaunec
Colleague at Unexo
Rennes, Brittany, France, France
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EP
Eric Poisson
Colleague at Unexo
Greater Rennes Metropolitan Area, France
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MD
Maryan Deroo
Colleague at Unexo
Rennes, Brittany, France, France
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HM
Hélène Martin
Colleague at Unexo
Brittany, France, France
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AL
Arnaud Lejas
Colleague at Unexo
Rennes, Brittany, France, France
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AL
Arnaud Lévêque
Colleague at Unexo
Greater Rennes Metropolitan Area, France
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AM
Antoine Martiarena
Colleague at Unexo
Brittany, France, France
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Grégory Derrien, Cfa education
Master Degree In Business And Management, Major: Financial Markets & Asset Management
Exchange Semester, Financial Markets And Institutions
Bachelor In Economics, Business And Management, Banking And Financial Engineering
Dut Technique De Commercialisation, Business And Retail Banking
Frequently asked questions about Grégory Derrien, Cfa
Quick answers generated from the profile data available on this page.
What company does Grégory Derrien, Cfa work for?
Grégory Derrien, Cfa works for UNEXO.
What is Grégory Derrien, Cfa's role at UNEXO?
Grégory Derrien, Cfa is listed as Chargé d'affaires Dette privée at UNEXO at UNEXO.
What is Grégory Derrien, Cfa's email address?
AeroLeads has found 1 work email signal at @unexo.fr for Grégory Derrien, Cfa at UNEXO.
Where is Grégory Derrien, Cfa based?
Grégory Derrien, Cfa is based in Brittany, France, France while working with UNEXO.
What companies has Grégory Derrien, Cfa worked for?
Grégory Derrien, Cfa has worked for Unexo, Amundi, Bnp Paribas Cardif, Lcl, and Credit Agricole.
Who are Grégory Derrien, Cfa's colleagues at UNEXO?
Grégory Derrien, Cfa's colleagues at UNEXO include Arif Bashir, Edouard Boulan, Pierre-Emmanuel Lemarchand, Lise Le Glaunec, and Eric Poisson.
How can I contact Grégory Derrien, Cfa?
You can use AeroLeads to view verified contact signals for Grégory Derrien, Cfa at UNEXO, including work email, phone, and LinkedIn data when available.
What schools did Grégory Derrien, Cfa attend?
Grégory Derrien, Cfa holds Master Degree In Business And Management, Major: Financial Markets & Asset Management from Neoma Business School.
What skills is Grégory Derrien, Cfa known for?
Grégory Derrien, Cfa is listed with skills including Financial Markets, Portfolio Management, Hedge Funds, Derivatives, Commodity Markets, Vba, Asset Managment, and Asset Management.
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