Portfolio Manager
Current
Sep 2023 - Present
AeroLeads people directory · profile
Romain Jean Email & Phone Number
Portfolio Manager
at
NEUFLIZE OBC
1 work email found
@axa.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager
Location
Paris, ÎLe-De-France, France
Company size
Who is Romain Jean? Overview
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Quick answer
Romain Jean is listed as Portfolio Manager at NEUFLIZE OBC, a with 563 employees, based in Paris, ÎLe-De-France, France. AeroLeads shows a work email signal at axa.com and a matched LinkedIn profile for Romain Jean.
Romain Jean previously worked as Responsable de la Gestion Conseillée - AXA Gestion Privée at Axa and Conseiller en Gestion de Fortune - Cercle Vaupalière at Axa. Romain Jean holds Master Esc Reims, Finance, Général from Neoma Business School.
Company email context
Email format at NEUFLIZE OBC
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{first}.{last}@axa.com
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AeroLeads found 1 current-domain work email signal for Romain Jean. Compare company email patterns before reaching out.
Profile bio
About Romain Jean
Romain Jean is a Portfolio Manager at NEUFLIZE OBC. They possess expertise in financial markets, portfolio management, fixed income, financial analysis, bloomberg and 6 more skills.
Listed skills include Financial Markets, Portfolio Management, Fixed Income, Financial Analysis, and 7 others.
Current workplace
Romain Jean's current company
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Neuflize Obc
6 roles
Romain Jean work experience
A career timeline built from the work history available for this profile.
Responsable De La Gestion Conseillée - Axa Gestion Privée
Sep 2019 - Oct 2023
Conseiller En Gestion De Fortune - Cercle Vaupalière
Conseiller en gestion de fortune pour une clientèle UNWH (> 5 m€)Suivi de 65 familles en France (Encours global: 1,1 b€)Conseiller en investissement financier toutes classes d'actifsRelation avec le réseau des agents AXA
Sep 2014 - Sep 2019
Portfolio Manager
Co-Gérant du fonds FASTEA PATRIMOINECo-Gérant du fonds FASTEA OPPORTUNITESDéveloppement de la clientèle privée
Sep 2013 - Jun 2014
Portfolio Manager
• Gérant principal d’un fonds interne collectif obligataire daté (titres vifs, encours 3 M€)• Gérant principal d’un fonds interne collectif obligataire (titres vifs, encours 8 M€)• Gérant principal d’un fonds interne collectif diversifié (titres vifs, encours 9 M€)• Gérant de 120 portefeuilles clients, PEA et comptes titres (titres vifs, encours 25 M€)• Participation aux comités d’allocations d’actifs pour l’ensemble de la GSM (encours 300 M€)• Présentation de dossiers Equities, Fixed Income et produits structurés pour la GSM• Gestion de contrats d’assurance-vie de droit français / luxembourgeois (titres vifs & multigestion)• Automatisation de l’ensemble des supports de reporting• Création de fiches marketing semestrielles à destination du réseau• Formation des conseillers en gestion de patrimoine et conseillers en clientèle privée • Rendez-vous clients et prospects pour fournir un appui technique aux équipes du réseau• Présentation économique lors de conférences destinées aux clients
Nov 2009 - Aug 2013
Assistant Portfolio Manager
• Attributions de performance des fonds de fonds actions (Europe, Asie) et mixtes (taux, H Yield…) • Suivi quotidien du P&L des positions futures indiciels actions et taux• Participation aux dues diligences menées par les gérants, aux études quantitatives des fonds (AFA)• Mesure et optimisation du risque avec APT (stock picking et multigestion)• Contrôle des valeurs liquidatives et des ratios réglementaires & mise à jour des reporting mensuels• Gestion de la trésorerie des fonds en collaboration avec le Middle Office• Etudes de portefeuilles prospects - étude des risques et recommandations • Participation aux comités de sélection de fonds et d’allocations d’actifs, et présentations externes
Jan 2009 - Nov 2009
Team & coworkers
Colleagues at NEUFLIZE OBC
Other employees you can reach at neuflizeobc.fr. View company contacts for 563 employees →
VS
Virginie Sorel
Colleague at Neuflize ObcGreater Paris Metropolitan Region, France
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AH
Alexandre Hamzawi
Colleague at Neuflize ObcParis, Île-De-France, France
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PD
Pierre-Henri Doron
Colleague at Neuflize ObcGreater Paris Metropolitan Region, France
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JM
Juliette Meurillon
Colleague at Neuflize ObcGreater Paris Metropolitan Region, France
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NC
Nathalie Charcosset
Colleague at Neuflize ObcGreater Paris Metropolitan Region, France
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VD
Virginie Danel
Colleague at Neuflize ObcParis, Île-De-France, France
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AC
Alexis Caye
Colleague at Neuflize ObcParis, Île-De-France, France
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AC
Amandine Couffin
Colleague at Neuflize ObcParis, Île-De-France, France
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KS
Khadija Sy
Colleague at Neuflize ObcGreater Paris Metropolitan Region, France
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LP
Laurent Prevost
Colleague at Neuflize ObcGreater Paris Metropolitan Region, France
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Virginie Sorel
Colleague at Neuflize ObcGreater Paris Metropolitan Region, France
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AH
Alexandre Hamzawi
Colleague at Neuflize ObcParis, Île-De-France, France
View →
PD
Pierre-Henri Doron
Colleague at Neuflize ObcGreater Paris Metropolitan Region, France
View →
JM
Juliette Meurillon
Colleague at Neuflize ObcGreater Paris Metropolitan Region, France
View →
NC
Nathalie Charcosset
Colleague at Neuflize ObcGreater Paris Metropolitan Region, France
View →
VD
Virginie Danel
Colleague at Neuflize ObcParis, Île-De-France, France
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AC
Alexis Caye
Colleague at Neuflize ObcParis, Île-De-France, France
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AC
Amandine Couffin
Colleague at Neuflize ObcParis, Île-De-France, France
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KS
Khadija Sy
Colleague at Neuflize ObcGreater Paris Metropolitan Region, France
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LP
Laurent Prevost
Colleague at Neuflize ObcGreater Paris Metropolitan Region, France
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2 education records
Romain Jean education
Master Esc Reims, Finance, Général
Ipsu Program, Strategie
FAQ
Frequently asked questions about Romain Jean
Quick answers generated from the profile data available on this page.
What company does Romain Jean work for?
Romain Jean works for NEUFLIZE OBC.
What is Romain Jean's role at NEUFLIZE OBC?
Romain Jean is listed as Portfolio Manager at NEUFLIZE OBC.
What is Romain Jean's email address?
AeroLeads has found 1 work email signal at @axa.com for Romain Jean at NEUFLIZE OBC.
Where is Romain Jean based?
Romain Jean is based in Paris, ÎLe-De-France, France while working with NEUFLIZE OBC.
What companies has Romain Jean worked for?
Romain Jean has worked for Neuflize Obc, Axa, Fastea Capital, Banque Populaire Val De France, and Avenir Finance.
Who are Romain Jean's colleagues at NEUFLIZE OBC?
Romain Jean's colleagues at NEUFLIZE OBC include Virginie Sorel, Alexandre Hamzawi, Pierre-Henri Doron, Juliette Meurillon, and Nathalie Charcosset.
How can I contact Romain Jean?
You can use AeroLeads to view verified contact signals for Romain Jean at NEUFLIZE OBC, including work email, phone, and LinkedIn data when available.
What schools did Romain Jean attend?
Romain Jean holds Master Esc Reims, Finance, Général from Neoma Business School.
What skills is Romain Jean known for?
Romain Jean is listed with skills including Financial Markets, Portfolio Management, Fixed Income, Financial Analysis, Bloomberg, Asset Management, Private Banking, and Valuation.
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