Mathieu Previ Email & Phone Number

Genève, Suisse

Grenchen

Business Analyst in Watch-making areas (Sales, Marketing, Production)• Develop and produce sales and multidimensional statistics (Business Investigation);• Support various departments for researches and analysis;• Look for efficient indicators for logistics strategy (correlation production & sales);• Develop dashboards for the Management and for different market players (sale points and geographic markets);• Define and draw up specifications for new KPI (quantitative &… Show more Business Analyst in Watch-making areas (Sales, Marketing, Production)• Develop and produce sales and multidimensional statistics (Business Investigation);• Support various departments for researches and analysis;• Look for efficient indicators for logistics strategy (correlation production & sales);• Develop dashboards for the Management and for different market players (sale points and geographic markets);• Define and draw up specifications for new KPI (quantitative & qualitative);• Daily press review in the field of Watch-making and statistical analysis of Watch-making Federation;• Various presentations to teams;• Produce reporting. Show less

Région De Genève, Suisse

Portfolio Manager on discretionary managed accounts (Model Owner)• Management of EUR standard portfolios, respecting investment guidelines;• Ensure strong performance of all standard accounts;• Implement full policy views in the accounts;• Regular meetings with Fund Managers (selection & analyses);• Identify all poorly performing assets and investigate with specialists;• Identify new transactions & ideas for consideration in the portfolio;• Ensure asset… Show more Portfolio Manager on discretionary managed accounts (Model Owner)• Management of EUR standard portfolios, respecting investment guidelines;• Ensure strong performance of all standard accounts;• Implement full policy views in the accounts;• Regular meetings with Fund Managers (selection & analyses);• Identify all poorly performing assets and investigate with specialists;• Identify new transactions & ideas for consideration in the portfolio;• Ensure asset allocation changes are executed quickly and efficiently;• Produce monthly reports on standard accounts for RM and clients;• Produce weekly reports on full model composition, including currency hedging overlay and performance reports;• Produce stand out investment ideas to support Front Office;• Ensure promotion of standard accounts and support managed accounts sales to the front office;• Integrate the risk report as an investment management tool, and ensure maintenance and check data quality;• Avoid operational risk for all products. Show less

Région De Genève, Suisse

Portfolio Administrator on discretionary managed accounts (Model based & Restricted/Bespoke)As Deputy to the Head of the Portfolio Administration team, my main responsibilities were:• Deputize the Head of Portfolio Admin. in all aspects of the management of the team: lead and inspire direct reports and colleagues developing the overall human capability of the Middle Office;• Build a strong interface and relationship with Back Office, Financial Markets and Front Office and… Show more Portfolio Administrator on discretionary managed accounts (Model based & Restricted/Bespoke)As Deputy to the Head of the Portfolio Administration team, my main responsibilities were:• Deputize the Head of Portfolio Admin. in all aspects of the management of the team: lead and inspire direct reports and colleagues developing the overall human capability of the Middle Office;• Build a strong interface and relationship with Back Office, Financial Markets and Front Office and establish Portfolio Administration as point of reference for improvements in quality of services;• Support the development and the maintenance of a suitable control environment in all operational areas of responsibility, managing with the Bank’s risk appetite;• Be the contact person for internal and external audits. Show less

Région De Genève, Suisse

As Senior Model Portfolio Administrator, I was mainly responsible for liaising with Financial Markets (FM) Strategists about model portfolio construction rules and with FM Asset Management about restricted/bespoke accounts, and for applying model portfolios:Model Portfolio construction• Implement FM Market views and related strategies into the model portfolios;• Ensure Model portfolios maintenance and follow up;• Focus on Model Portfolios continuous improvement (workflow… Show more As Senior Model Portfolio Administrator, I was mainly responsible for liaising with Financial Markets (FM) Strategists about model portfolio construction rules and with FM Asset Management about restricted/bespoke accounts, and for applying model portfolios:Model Portfolio construction• Implement FM Market views and related strategies into the model portfolios;• Ensure Model portfolios maintenance and follow up;• Focus on Model Portfolios continuous improvement (workflow, update speed, etc.);• Support Model Portfolio implementation in International Private Banking branches.Portfolio administration• Keep in touch with FM Strategists and understand market views;• Provide Model Portfolio implementation guidelines;• Coordinate transactions and related validations;• Discuss investment priorities with FM Asset Management;• Discuss and agree tailored Benchmark/policies with Client Advisory Team and/or FM Asset Management.Portfolio monitoring• Ensure discretionary portfolios comply with FM tactical allocations, market views and model portfolios;• Perform a set of control with FM under the Head of Portfolio Administration supervision;• Produce quarterly discretionary compliance reports and discuss corrective actions. Show less

Région De Genève, Suisse

• Support Asset Managers and Front Office with portfolio models within the framework of Investment Proposals to the clients;• Re-engineering of the model based portfolio management process;• Updates of the models grids;• Process and monitor UUHNWI Investment decisions;• Ensure UUHNWI transactions are timely executed; execution of trades (with limits), Forwards, options, structured products, corporate actions, policy change, rebalancing, phasing-in/out (investment & liquidation),… Show more • Support Asset Managers and Front Office with portfolio models within the framework of Investment Proposals to the clients;• Re-engineering of the model based portfolio management process;• Updates of the models grids;• Process and monitor UUHNWI Investment decisions;• Ensure UUHNWI transactions are timely executed; execution of trades (with limits), Forwards, options, structured products, corporate actions, policy change, rebalancing, phasing-in/out (investment & liquidation), Portfolio re-alignment;• Streamline the workflow to take benefits of collective investments;• Give suggestions to the Head of team to solve execution priorities;• Model-based portfolio administration;• Implement FM strategy across all related model based portfolios;• Process and monitor the currency overlay;• Cash management;• Discuss priority of investments with the model owners;• Ensure that clients’ portfolios comply with FM tactical allocations and market views;• Perform a set of controls and monitor violation signals on a daily basis;• Keep in touch with the strategists and understand market views;• Portfolio reporting and accounts’ monitoring;• Data processing activities;• Regular communication and point of contact between Relationship Managers and Portfolio managers;• Close collaboration with Strategists regarding model portfolio construction rules and with Asset Management for restricted/bespoke accounts;• Co-ordinator between Portfolio Administration, Portfolio Managers, Model Owners, Trading Desk, Lloyds’ Agencies, Performance team, Back Office and IT;• Construction and updating of portfolio models for discretionary and advisory products;• Investment transactions on managed portfolios: check and validate the transactions as well as the related cash management and the currency effective exposure (hedging);• Monitor portfolios’ alignment towards their model portfolios;• Report portfolio breaches;• Trouble shooting on miscellaneous levels. Show less

Certified International Investment Analyst+Dipl. Féd. Analyste Financier Et Gestionnaire De Fortune, Finance Et Services De Gestion Financière, Ciia

Activities and Societies: Swiss Financial Association Analysts member

Master Hec, Gestion D'Entreprise

Maturité Commerciale, Commercial