Pierre-Antoine Levayer, Cfa Email & Phone Number

Paris - La Défense

Paris - La Défense

- Participating in arranging syndicated loans : reviewing documentations, issuing commission letters…;- Working with all the parties in a syndicated loan (banks, counsels, borrowers, coverage…);- Administration of amendments, extensions, waivers;- Monitoring borrower’s financial performance (covenants, financial undertakings…).

Paris La Défense

- Managing the syndicated & bilateral deals portfolio;- Follow-up of syndicated & bilateral deals in terms of RWA, PNB and liquidity consumption; - PNB and liquidity consumption forecasts;- Assisting business managers in reporting documents production (Flash, monthly...).

• In charge of monthly UCITS reporting;• Generating and controlling financial data (performances, ratios…);• Answering specific reporting demands from clients.

• Assessed and analyzed market indicators (macro, micro, bonds, currencies…) for reports;• Created a new reporting tool (Excel + VBA) for summarizing arbitrage decisions;• Took minutes of committee meetings (allocation committee, equities selection committee);• Performed quantitative analyses with Morningstar;• Assisted fund managers with investing.

• Supported the administration of funds (updated product databases and Customer Relationship Management software);• Worked on regulatory needs such as prospectuses, annual reports and factsheets;• Used a Customer identification program based on the Know Your Customer method (KYC);• Gained a global understanding of the mechanism of a fund.

Master'S Degree, Finance De Marché

Activities and Societies: Membre Pôle Investissement ESG

Education record

Education record