Jules Bordat, Cfa Email & Phone Number

Paris, FR

Paris, Île-de-France, France

• Backbase is the digital leader in Engagement Banking, helping Banks to rearchitect Banking, and all the associated digital experiences, around the customer.I personally worked closely with financial institutions on.
• Educate prospects and clients on all Backbase solution lines. Led 100+ functional and technical presentations, demonstrations and RFP defense.
• Entreprise sales, MEDDIC and target account selling. Closed Backbase largest deal since inception.
• Global SME for Wealth & Private Banking within Backbase Customer Advisory team.
• Led POC from initial scoping to technical win.
• Structure, orchestrate and prepare RFI & RFP responses.

Switzerland

Same role as the one in Paris, but in Geneva

Geneva, Switzerland

• Lead Presales Consultant, Switzerland and EMEA.InvestCloud, is a leading Fintech vendor implementing client, front and middle-office solutions for Wealth Managers.Main achievements & responsibilities:
• Worked closely with financial institutions across EMEA and APAC to devise their digital transformation strategy and initiatives
• Conducted 500+ client-facing product presentations and demos, including Tier 1 C-level executives
• Led the preparation of sales pitches, deal strategy and RFP responses, including the 3 largest deals of the Private Banking division.
• Collaborated with the R&D team on roadmap and market demands. Led monthly product feedback sessions.

Singapore

Lead Presales Consultant, Singapore & APAC

Singapore

• Sales and Marketing at Bento (now part of Grab), a Singapore-based robo-advisor made for financial institutions and institutional investors.
• Worked on all aspects of the sales process: lead creation, prospection, face-to-face meetings and deal closing
• Set up from scratch the firm's CRM to structure the sales process
• Drafted and sent out the firm's monthly newsletter to 800 subscribers
• Contributed to the integration of the digital portfolio management solution with Bento's first clients
• Designed presentation materials for sales and fundraising

London, England, United Kingdom

• 6-month internship at TS Lombard in the Emerging Markets team.
• Covered 3 SE Asian countries: Indonesia, Thailand and the Philippines
• Wrote economic and political research reports for investment purposes
• Contributed to the EM Strategy Monthly, including views on 4 asset classes: equities, currencies, local rates and credit
• Improved processes via Excel VBA

Paris, Île-de-France, France

• 6-month internship in the equity research department of Natixis.
• Assisted the sell-side analyst covering the insurance sector
• Published research reports on the industry and covered stocks
• Created financial models for valuation purposes (SOTP, multiples)
• Drafted the team's daily morning mail for institutional investors

Lille, Hauts-de-France, France

• 6-month internship at Nortia, a B2B2C broker working with wealth advisors.
• Designed portfolio allocations for new clients and improved existing ones
• Analysed mutual funds to draft management comments for clients
• Published a study on financial crisis through history
• Drafted weekly updates on macroeconomic news
• Improved processes via Excel VBA

Master En Management, Finance And Financial Management Services

Master in Management - Portfolio and Risk Management track. 5-year cursus, courses entirely conducted in English. Ranked 6th French.

Exchange Student Program