Julien Ferlanda Email & Phone Number

Frankfurt Area, Germany

Analysis of global trends in the asset management industry, presentation and discussion of specific recommendations with respect to the strategic positioning Participation to M&A activitiesOn boarding of new investment teamsDevelopment of a global product strategy while ensuring a future-oriented product range in Asia, Europe and the USProject management: cross-functional and global projects in relation to the competitive positioning, pricing, sustainability, investment… Show more Analysis of global trends in the asset management industry, presentation and discussion of specific recommendations with respect to the strategic positioning Participation to M&A activitiesOn boarding of new investment teamsDevelopment of a global product strategy while ensuring a future-oriented product range in Asia, Europe and the USProject management: cross-functional and global projects in relation to the competitive positioning, pricing, sustainability, investment strategies or internal mattersCoordination with the 3 main regions (Asia, EU, US) in terms of trends and their integration into the global strategyResponsible for the preparation and follow-up of the Global Product Committee, the central decision-making body of all strategic product-related topicsResponsible for the preparation and follow-up of the Seed Committee Asia / Europe, which discusses and decides on seeding requests for new investment strategies in Asia and Europe Show less

Düsseldorf Area, Germany

Portfolio consisting of corporates and banks in developed and emerging marketsRecommendations regarding counterparty credit risk assessmentAnalysis of covenants and discussions regarding potential / upcoming breachesPresentation of credit rating analysis to Global Credit Rating committeeFinancial analysis of Balance Sheet, Income Statement, Cashflow StatementEvaluation of financial ratios, structured credit facilities and bank lending policiesPeer Analysis and Cashflow… Show more Portfolio consisting of corporates and banks in developed and emerging marketsRecommendations regarding counterparty credit risk assessmentAnalysis of covenants and discussions regarding potential / upcoming breachesPresentation of credit rating analysis to Global Credit Rating committeeFinancial analysis of Balance Sheet, Income Statement, Cashflow StatementEvaluation of financial ratios, structured credit facilities and bank lending policiesPeer Analysis and Cashflow Forecasts with base case and downside scenarioMonitoring of counterparties via different sources e.g. Bloomberg, rating agencies, broker reports Show less

Analysing risk information for investment fundsFinancial ratios analysis, monitoring liquidity risk, Value at RiskRisk reporting production for portfolios managersAnalysing investment restrictions and complianceActing as main point of contact for portfolio managers, auditors and Luxembourgish regulator

Luxembourg

Assisting Consultants in their daily tasksTraining on risk reporting and due diligenceDevelopment of financial solutions with VBA

Master'S Degree, Finance

Major Finance / Capital Markets Master thesis “Overview on CDOs pricing”

Bachelor'S Degree, Sciences

Major Physical Chemistry