Patrick Levaldaur Email & Phone Number

Luxembourg

Luxembourg, Luxembourg

Bruxelles, Région De Bruxelles-Capitale, Belgique

Luxembourg

• Creation and implementation of governance adapted to the requirements of MIFID II and management in open architecture for management mandates.
• Supervision of strategy, securities and funds selection and research committees.
• Definition of the distribution policy and the procedures linked to the various committees (notably rating of securities, funds and sources of research).
• Implementation of a monthly strategy review, a weekly market review, a title focus and a daily market snapshoot.
• Creation and updating of an internal securities database (more than 3,500 securities monitored).
• Establishment and updating of an internal fund base (200 funds monitored).

Région De Paris, France

• Member of the Financial Commission, body in charge of investment strategy and investment proposals validation.
• Reports on the development of investment strategies and performance monitoring.
• Portfolios construction, carrying out stress tests and calculating budgets for risk.
• Management of the bond portfolio held by the pension fund (€ 2 billion).
• Research of investment supports and realization of due diligence required. Study files submitted as part of the RFP when creating new dedicated funds.
• Selection and monitoring of 36 bond funds and money market funds.

Région De Paris, France

• Supervision of a team of 4 people
• Selection of funds integrating the investment scope of the management mandates
• Analysis and attribution of performance of management mandates
• Creation and editing of UCI reports and management mandates
• Reorganization of existing tools in order to adapt them to a new custodian and creationvarious management support tools
• Edition of order tickets and transmission to the depositary, following of the settlement

Région De Paris, France

• Analysis and attribution of mandate performance
• Risk analysis of mandates (VaR, draw down, etc.)
• Calculation of analysis ratios (Sharpe, Traynor, Information, etc.)
• Development of various IT tools (automation of reporting, order entry...)

Région De Paris, France

• Management of maturities on the monetary fund (€ 130M AUM)
• Establishment of a platform for analyzing the market for 5-year CDSs issued in euros and monitoring of this market
• Creation of a CMS enhancement tool
• ABS analysis (presentation meeting and briefing note to managers)
• Creation of various IT tools (reporting, securities database, position consolidationmanagement) for different assets (bonds, stocks, structured products)

Master 2 (M2), Marché Financier

Master 1 (M1), Finance, Général

Activities and Societies: Championnat de France Universitaire de Basket-Ball

Bachelor'S Degree, Économie

Activities and Societies: Championnat de France Universitaire de Basket-ball