Yannick Laurent Email and Phone Number
🔹 I am a diligent investor who has passed all 3 CFA exams on the first try. I have a wealth of finance experience and a passion for global financial markets. I have a deep love of learning and am continuously seeking out fresh information and perspectives. My optimistic and forward-looking attitude allows me to see opportunities in any situation while maintaining my morale and that of those around me.Key attributes:🔹 Collaborative, and respectful team player – My multicultural background has allowed me to work seamlessly alongside a diverse set of colleagues in the United States, Europe, and Africa. 🔹 Strong work ethic – I take pride in achieving goals with precision and timeliness.🔹 Financial modeling of balance sheet, income statement, cash flows, and supporting schedules.🔹 DCF valuation of equity, fixed-income and alternative investments.🔹 Perceptive wisdom – I naturally reflect on issues in order give the best possible opinions.🔹 Portfolio management – Proficient in MVO, liability-relative portfolio construction, SAA, TAA implementation methods, liquidity management, and IPS construction.🔹 Leadership - I am a natural leader who motivates and encourages those around me, setting an example of positive leadership.🔹 Econometric analysis – I have published economic research on Chinese tariff-avoiding export strategies in the Macalester Journal of Economics.🔹 Investment manager evaluation – I am proficient in return attribution and appraisal, fee analysis, and the qualitative assessment of managers’ attributes.Passed CFA Level IIIPassed FINRA SIE ExamLanguages: English, French, Italian, SpanishPlease feel free to contact me. I am open to discussions about how I can contribute to your firm. yannick@laurent5.com+1 (650) 814-4869
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Investment AnalystHamilton CapitalCalifornia, United States -
Research AnalystYlf Jul 2023 - PresentI create investment research covering equities, fund managers, and various topics in finance. -
Substitute TeacherWaldorf School Of The Peninsula Nov 2022 - PresentMountain View, California, United StatesI teach a variety of subjects ranging from math to humanities to art. This roll requires me to have a high degree of flexibility and improvisation as I may be called in at the last minute to teach a class with little to no preparation. Strong communication skills are critical as I must be able to effectively teach material to students and keep other teachers up to date on the class's progress so that they can pick up seamlessly when they return. -
Investment AnalystMacalester Investment Group Sep 2018 - May 2020St Paul, Minnesota, United StatesI participated in the management of a long-only equity portfolio using a fundamental research process. My team analyzed financial statements, industry trends, and market events to reach buy and sell decisions. I enjoyed working with a diverse group in which everyone had the freedom to share and discuss their ideas. -
Axa Next ExternshipAxa Advisors, Llc Oct 2019 - Nov 2019Minneapolis MnDuring this program, I had the opportunity to learn about the Financial Advisory business. The other externs and I workshopped and presented financial plans for clients in the mass affluent market segment while under the supervision of the Regional Vice Presidents. The program’s fast-paced nature required me to absorb information quickly and work collaboratively with others. -
Accounting InternF2T Films Jul 2019 - Sep 2019San Francisco Bay AreaI was responsible for the day-to-day accounting needs of an independent film production company. My key contributions were setting up the company’s chart of accounts, categorizing transactions to produce accurate financial statements, and forecasting a three-year budget to track P&L. The small nature of the team required me to operate with a high degree of autonomy; I learned to solve problems independently when I encountered them. -
Analyst InternAce Finance & Conseil Mar 2019 - May 2019Strasbourg, FranceI worked with a small team that managed assets for approximately 200 high-net worth clients using a top-down investment approach. My primary responsibilities were monitoring and forecasting trends in the global economy, researching investment individual stocks and funds, and presenting daily market briefings. I thoroughly enjoyed the team’s tight-knit, collegial atmosphere as it allowed me to freely articulate my views on the markets while learning from my more experienced colleagues… Show more I worked with a small team that managed assets for approximately 200 high-net worth clients using a top-down investment approach. My primary responsibilities were monitoring and forecasting trends in the global economy, researching investment individual stocks and funds, and presenting daily market briefings. I thoroughly enjoyed the team’s tight-knit, collegial atmosphere as it allowed me to freely articulate my views on the markets while learning from my more experienced colleagues. • Authored client-facing research on American retirement plans Show less -
Project Management InternFondazione L'Albero Della Vita Onlus Jun 2018 - Jul 2018Milan, Italy And Nairobi, KenyaI worked closely with the Desk Officers in charge of the foundation’s International Projects Division. My primary focus was on Kenya where the organization was launching its largest ever (€5 Million) project that sought to establish a formal foster care system in collaboration with the Kenyan government and other partner organizations. My primary duties involved preparing presentations for and documenting meetings with senior government officials. I also assisted with the monitoring of the… Show more I worked closely with the Desk Officers in charge of the foundation’s International Projects Division. My primary focus was on Kenya where the organization was launching its largest ever (€5 Million) project that sought to establish a formal foster care system in collaboration with the Kenyan government and other partner organizations. My primary duties involved preparing presentations for and documenting meetings with senior government officials. I also assisted with the monitoring of the foundation’s ongoing projects during 7 onsite examinations in Nairobi and rural Kenya. Show less -
ResearcherPre-Incorporated Venture May 2017 - Jun 2017Los Altos, CaliforniaResearched point of sales software vendors in the retail industry.
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Investment Committee Student MemberWaldorf School Of The Peninsula Jan 2016 - Jun 2016Los Altos, California, United StatesI participated in the Investment Committee's regular meetings, learning about the management of the school's $1,000,000 endowment.
Yannick Laurent Education Details
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Economics -
Waldorf School Of The PeninsulaHigh School Diploma
Frequently Asked Questions about Yannick Laurent
What company does Yannick Laurent work for?
Yannick Laurent works for Hamilton Capital
What is Yannick Laurent's role at the current company?
Yannick Laurent's current role is Investment Analyst.
What schools did Yannick Laurent attend?
Yannick Laurent attended Macalester College, Ife, Waldorf School Of The Peninsula.
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2gmail.com, foodbuy.com.au
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Yannick LAURENT
Greater Paris Metropolitan Region -
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Yannick Laurent
Nîmes
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