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Pierre Pelhate Email & Phone Number
Conseiller en Investissements - Particuliers and Entreprises
at
A'Cordée
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✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Conseiller en Investissements - Particuliers and Entreprises
Location
Bordeaux, Nouvelle-Aquitaine, France
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Who is Pierre Pelhate? Overview
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Quick answer
Pierre Pelhate is listed as Conseiller en Investissements - Particuliers and Entreprises at A'Cordée, a with 2 employees, based in Bordeaux, Nouvelle-Aquitaine, France. AeroLeads shows a matched LinkedIn profile for Pierre Pelhate.
Pierre Pelhate previously worked as Conseiller en Investissements - Particuliers & Entreprises at A'Cordée and Adjunct Professor Of Finance at Kedge Business School. Pierre Pelhate holds Master'S Degree, Management (Dominante Finance De Marché) from Kedge Business School.
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A'Cordée
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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.
Current workplace
Pierre Pelhate's current company
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A'Cordée
9 roles · 5 years
Pierre Pelhate work experience
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Conseiller En Investissements - Particuliers & Entreprises
CurrentConseil 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
2022 - Present
~4 yrs 6 mos
Adjunct Professor Of Finance
CurrentAsset Valuation & Portfolio ManagementCorporate & Market FinanceValeurs et décisions financières
Sep 2021 - Present
Investment Consultant
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)
Mar 2018 - Jul 2022
Investments And Alm Analyst
-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
Jan 2016 - Sep 2017
Client Service Officer Distribution
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
Jul 2015 - Dec 2015
Head Of Projects
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
Sep 2013 - Jun 2015
Head Of Partnerships, Head Of Music
The Musical
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
Sep 2013 - Jan 2015
Strategic Business Consultant
Identidad Vecinal
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
Jul 2014 - Aug 2014
2 education records
Pierre Pelhate education
Master'S Degree, Management (Dominante Finance De Marché)
Cpge Ec, Économie
Lycée Voltaire
FAQ
Frequently asked questions about Pierre Pelhate
Quick answers generated from the profile data available on this page.
What company does Pierre Pelhate work for?
Pierre Pelhate works for A'Cordée.
What is Pierre Pelhate's role at A'Cordée?
Pierre Pelhate is listed as Conseiller en Investissements - Particuliers and Entreprises at A'Cordée.
Where is Pierre Pelhate based?
Pierre Pelhate is based in Bordeaux, Nouvelle-Aquitaine, France while working with A'Cordée.
What companies has Pierre Pelhate worked for?
Pierre Pelhate has worked for A'Cordée, Kedge Business School, Aon France, Malakoff Médéric, and Bnp Paribas Investment Partners.
How can I contact Pierre Pelhate?
You can use AeroLeads to view verified contact signals for Pierre Pelhate at A'Cordée, including work email, phone, and LinkedIn data when available.
What schools did Pierre Pelhate attend?
Pierre Pelhate holds Master'S Degree, Management (Dominante Finance De Marché) from Kedge Business School.
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