Loïc Simonet, Cfa Email and Phone Number

•Supporting portfolio managers overseeing multi-asset and equity mandates•Conducting investment research across asset classes and translating it into actionable investment ideas•Implementing a new risk management system, organizing risk management reporting•Participating in operations and acting as liaison with brokers and custodians

• Pitched alternative funds to clients (AUM of 50m to 10b) resulting in follow-up meetings and calls with funds managers• Supported in the analysis of private equity projects on which the company acted as placing agent• Actively participated in fund-raising activities on deals with pre-money valuations ranging from $10mio to $100mio• Conducted initial due diligence analyses on potential deals and funds and prepared internal summaries• Prepared investment summaries and marketing materials• Maintained regular contacts with management teams at client companies and funds and conducted interviews

• Automated processes to handle invoices, cost estimations and after-sales services, resulting in 50-75% time saved• Oversaw the cash management and application of anti-money laundering regulations at the company’s local point of sale• Implemented a new CRM software (MS Dynamics)• Prospected potential clients for the “corporate gift” program