Pierre Pelhate

Pierre Pelhate Email and Phone Number

Conseiller en Investissements - Particuliers and Entreprises @ A'Cordée
Bordeaux, FR
Pierre Pelhate's Location
Bordeaux, Nouvelle-Aquitaine, France, France
About Pierre Pelhate

Professionnel des marchés financiers, je dispose de 9 ans d’expérience en gestion de portefeuille acquis auprès d’acteurs de référence (Aon, Malakoff Médéric). Enseignant la finance de marché et d’entreprise à Kedge Business School, j’exerce par ailleurs en tant que conseiller en stratégies financières & patrimoniales indépendant.

Pierre Pelhate's Current Company Details
A'Cordée

A'Cordée

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Conseiller en Investissements - Particuliers and Entreprises
Bordeaux, FR
Employees:
2
Pierre Pelhate Work Experience Details
  • A'Cordée
    Conseiller En Investissements - Particuliers And Entreprises
    A'Cordée
    Bordeaux, Fr
  • A'Cordée
    Conseiller En Investissements - Particuliers & Entreprises
    A'Cordée 2022 - Present
    Bordeaux, Nouvelle-Aquitaine, France
    Conseil en investissements financiers s'appuyant sur le principe d'interprofessionnalité et de pédagogie financière. Nous nous adressons aux entreprises et aux particuliers.Pôles d'expertise : - Conseil en financement, investissement et stratégie financière des entreprises & dirigeants - Cession / Transmission du patrimoine professionnel - Epargne Retraite Entreprises (Compensations & Benefits) - Gestion privée - Allocation d'actifs - Formations financières et patrimoniales
  • Kedge Business School
    Adjunct Professor Of Finance
    Kedge Business School Sep 2021 - Present
    Bordeaux, Nouvelle-Aquitaine, France
    Asset Valuation & Portfolio ManagementCorporate & Market FinanceValeurs et décisions financières
  • Aon France
    Investment Consultant
    Aon France Mar 2018 - Jul 2022
    Région De Paris, France
    Conseil en investissement à destination de clients institutionnels et corporates- Analyse de l'allocation et de la performance des OPCVM/ Titres Financiers- Analyse économique- Attribution de performance- Analyse des opérations de couverture- Support ponctuel actuariat retraite (IAS 19)- Support Reward (études de rémunération)
  • Malakoff Médéric
    Investments And Alm Analyst
    Malakoff Médéric Jan 2016 - Sep 2017
    Région De Paris, France
    -Financial modelisation : modelise financial scenarios regarding given hypothesis-Structuration and Financial Ingeneering -Asset Manager Relationship Monitoring : monitoring the relationship between the group and asset managers-Closure of statements : computing accrued assets and liabilities, redaction of the financial part of legal reports-Monthly monitoring of financial incomes and projections of financial incomes-Projected studdies on performances of financial Asset (Mutual funds, Structured products)-Update of the financial call for tender database for the sales department-Asset Allocation and ALM studies-Evaluation and analysis of financial returns of the accounting year-Studdies on financial markets and economics-Fiscal management of financial AssetsThis experience gave me the oportunity to boost my technical competances like VBA knowledge, Auditing methods, knowledge of financial markets and produces
  • Bnp Paribas Investment Partners
    Client Service Officer Distribution
    Bnp Paribas Investment Partners Jul 2015 - Dec 2015
    Région De Paris, France
    Client Distribution Service manage the link between sales, expert product, asset managers, operation and other specialized services, in order to be certain that distribution clients are to be satisfied. Main activities : -Main stakeholder for monitoring wealth management request,-Setting up automatic flows with wealth management teams-Setting up GPS 2015 (impacting on funds perimeter)-Production of unusual financial reporting-Answering Wealth Management issues -Answering clients quiries about funds-Link between differents desk and clientsAs a link between all the asset management stakeholders, this internship made me able to understand the key process of the banking industry, asset management and portfolio building
  • Cobfi Association Bourse-Finance D'Euromed Management
    Head Of Projects
    Cobfi Association Bourse-Finance D'Euromed Management Sep 2013 - Jun 2015
    Région De Marseille, France
    Organizing several conferences around financial world, institutions and marketsOrganizing a London schooltrip "discover finance in london": 5000€ Budget Management of partnership with our partners (Bloomberg LP, London Stock Exchange, London School of Economics) Organsing visits and conferences with Bloomberg LP, London School of Economics, London Stock Exchange, Management of an investment clubRecruitement of the next team
  • The Musical
    Head Of Partnerships, Head Of Music
    The Musical Sep 2013 - Jan 2015
    Région De Marseille, France
    Seeking in kind and financial partnerships (Olympique de Marseille, Sport 2000) Being a priviledged interlocutor for our partnersSeeking and negociating price with a showroom (Daki Ling)Management of the band (10 persons)Member of the bandMain Actor
  • Identidad Vecinal
    Strategic Business Consultant
    Identidad Vecinal Jul 2014 - Aug 2014
    Buenos Aires
    Production of a business analysis for a start up in schoolwearProduction the Business Plan and Business Model Resolving Financial and Law issues to make the company viableThis was a non-profit project. The aim was to maximises employement capacity in order to promote and create jobs in buenos aires shantytown without loosing money, witch made me face with unusal issuesI also provided math and english courses to young childrens after class

Pierre Pelhate Education Details

Frequently Asked Questions about Pierre Pelhate

What company does Pierre Pelhate work for?

Pierre Pelhate works for A'cordée

What is Pierre Pelhate's role at the current company?

Pierre Pelhate's current role is Conseiller en Investissements - Particuliers and Entreprises.

What schools did Pierre Pelhate attend?

Pierre Pelhate attended Kedge Business School, Lycée Voltaire.

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