Plateforme indépendante dédiée à l’immobilier d’investissement, Cerenicimo sélectionne et distribue, à destination exclusive des professionnels du patrimoine, une gamme de supports d’investissement diversifiée, principalement en immobilier géré par bail commercial. Depuis sa création en 1995, Cerenicimo a commercialisé plus de 46 000 logements.En complément, Cerenicimo met à disposition une large palette de services permettant d’optimiser et de sécuriser les prescriptions immobilières de ses partenaires.

In charge of distributing ASG capital investment funds and separate managed account strategies to HNW/UHNW individuals, familly offices, and institutional investors.Developed and maintain relationships with existing clientsProspected new clients in France, UK, Switzerland, and MonacoEstablished relationship with third-party marketing firms in Europe and AsiaActed as the primary interface with current and prospective investors for investment strategy and portfolios allocation updates.

Chargé du suivi et du développement du portefeuille Américain. Gestion des avoirs financiers des US résidents et impatriés. Développement des investissements immobiliers pour la clientèle US.

Advised private clients on financial planning and investment decisions: including portfolio management, real-estate, and tax-optimization.

Replacement positonFrench and English-speaking lectures. Microstructures of financial markets/ Bonds markets/ FOREX / Equities and stocks valuation models/ Introduction to derivatives and hedging strategies/ Introduction to portfolio management.

Wrote weekly macroeconomic outlooksPerformed multi-management fund research – sourced and screened UCITsConducted portfolio analysis and performance reporting for institutional clientsProduced monthly strategic reports for strategic allocation committeesAttended daily meetings and call conferences with brokers, analysts, and strategists

Worked on the Cash Deposit desk and the Repo marketsPerformed bids and asks updates, follows-ups of EURIBOR and EONIA ratesScreened and communicated offers and demands on specific and general collateral Repo Liaised with back-office for counterparty agreements and brokerage tickets