Xavier Coquema Email & Phone Number

Région De Paris, France

Amplegest is an Asset Management « Boutique » based in Paris and founded in 2007 on three expertises: Wealth Management, Family Office and Asset Management. The company currently has 40 employees, including a portfolio management team of eight people, and manages €2,35 billion in assets.We offer 4 Eurozone Equity funds: - Amplegest Pricing Power- Amplegest Midcaps- Amplegest PME- Amplegest Long ShortMain tasks:- International Business Development for the… Show more Amplegest is an Asset Management « Boutique » based in Paris and founded in 2007 on three expertises: Wealth Management, Family Office and Asset Management. The company currently has 40 employees, including a portfolio management team of eight people, and manages €2,35 billion in assets.We offer 4 Eurozone Equity funds: - Amplegest Pricing Power- Amplegest Midcaps- Amplegest PME- Amplegest Long ShortMain tasks:- International Business Development for the Asset Management division of Amplegest- Clients : Institutional Investors, Private Banks and Family Offices Show less

Région De Paris, France

- Responsible for the business development of Institutional investors, Private Banks and Family Offices in Belgium, Luxembourg, French-speaking Switzerland and Monaco (around 300 accounts)- Complete organization of investment events in Brussels, Luxembourg, Geneva and Monaco- Close cooperation with the team for the identification of key decision-makers in international groups- Active development of new high potential clients in Switzerland: Familly Offices with AuM above CHF 1… Show more - Responsible for the business development of Institutional investors, Private Banks and Family Offices in Belgium, Luxembourg, French-speaking Switzerland and Monaco (around 300 accounts)- Complete organization of investment events in Brussels, Luxembourg, Geneva and Monaco- Close cooperation with the team for the identification of key decision-makers in international groups- Active development of new high potential clients in Switzerland: Familly Offices with AuM above CHF 1 Bn- New clients onboarding and intense AuM retention during a long period of underperformance- Participation to the writing of RFPs, DDQs and marketing materials- Application of AML/CFT regulation, particularly through KYCs Show less

Région De Paris, France

- Benelux & Global distributors sales and client support (efficient requests treatment and follow up)- Organisation and active participation to investment events with clients (one-to-one and road-show)- Organization of B-to-B investment fairs in Benelux (English, French)- Treatment and follow-up of international client requests (institutional and third-party distributors)- Investment reports redaction (long-only and hedge funds)- Key accounts project: coordination and output… Show more - Benelux & Global distributors sales and client support (efficient requests treatment and follow up)- Organisation and active participation to investment events with clients (one-to-one and road-show)- Organization of B-to-B investment fairs in Benelux (English, French)- Treatment and follow-up of international client requests (institutional and third-party distributors)- Investment reports redaction (long-only and hedge funds)- Key accounts project: coordination and output of information (seven European countries)- Monthly international investment confcall: support document- Excel VBA developments for task optimization (automatic data recovery, automatic e-mail sending, fund flows follow-up) Show less

Région De Paris, France

- Assistant to the CIO and Head of portfolio management- Content development of the website https://activeseed.alpinia-finance.com- 25 portfolios of ActiveSeed website- Follow up of portfolio allocation and fund selection- Monthly reports and risk measurement- Excel VBA developments for portfolio management optimization

Région De Paris, France

- Sales support and client service : providing efficient interface between international clients, sales, traders and back office- Managing settlement issues beforehand the back office- Excel VBA developments of tools for High Yield Credit Trader

Master 2 (M2), Ingénierie Economique Et Financière (272) - Spécialisation Finance De Marché

Derivatives, Mathematics for Finance, Excel VBA, Structured Products Monte-Carlo Probabilities, Econometry, Stochastic Calculus.

Licence, Economie Appliquée

Macroeconomics, Microeconomics, Monetary Policy, Financial Analysis, Excel VBA