Youssef Barouki Email & Phone Number

Paris, Fr

Ville De Paris, Île-De-France, France

- Analysing and monitoring Collective Investment Vehicles for potential inclusion in the buy/watch list based on a quantitative and qualitative due diligences;- Buy side equity analysis;- Drafting allocation proposals for the attention of the partners and prospects;- Following-up on requests from clients and prospects for allocations;- Contributing to the management of clients' portfolios as well as to the management of tailor-made funds;- Responding to the documentation… Show more - Analysing and monitoring Collective Investment Vehicles for potential inclusion in the buy/watch list based on a quantitative and qualitative due diligences;- Buy side equity analysis;- Drafting allocation proposals for the attention of the partners and prospects;- Following-up on requests from clients and prospects for allocations;- Contributing to the management of clients' portfolios as well as to the management of tailor-made funds;- Responding to the documentation needs of clients and prospects;- Contributing to the drafting of periodic reports and to the mandate management reference systems;- Ensuring the completeness of the mandate management reference systems;- Issuing investment/allocation recommendations to portfolio managers. Show less

Ville De Paris, Île-De-France, France

- Assisting managers in monitoring market risks;- Participation and preparation of management committees and weekly reportings;- Calculation of NAV variations and the carry of money market funds;- Monitoring of interest rate and credit sensitivities of funds under management;- Setting up a Social, Green and Sustainable investment universe as part of a new strategy;- Monitoring of ESG scores and ratings of issuers in portfolios through VBA programming.

Puteaux, Île-De-France, France

- Assistance of the portfolio manager in his operational tasks.- Analysis of portfolios and performance attribution. - Preparation of client meetings and portfolio management reports.- Improvement of portfolio tracking files.- Application of the Black-Litterman model and “Markowitz” portfolio optimization for the Fixed Income universe.

Puteaux, Île-De-France, France

- Calculation and invoicing of asset management services on behalf of AXA companies.- Calculation and control of management fees for Structured Finance portfolios.- Contribution to the monthly financial reporting (FMR) and realization of reports on the expertise of Structured Finance funds.- Responsible for the control of the Italy and Spain regions (MEDLA).- Production of analytical KPIs for internal and external company contacts (CRM, clients and auditors).- Participation… Show more - Calculation and invoicing of asset management services on behalf of AXA companies.- Calculation and control of management fees for Structured Finance portfolios.- Contribution to the monthly financial reporting (FMR) and realization of reports on the expertise of Structured Finance funds.- Responsible for the control of the Italy and Spain regions (MEDLA).- Production of analytical KPIs for internal and external company contacts (CRM, clients and auditors).- Participation in optimization projects: improvement of internal invoicing tools, creation of new KPIs for new regions, programming on VBA and feeding an audit trail.- Calculated rebates on funds of funds and preparation of monthly closing reports to be submitted to AXA Group. Show less

Master 2 Asset Management (222), Mention Bien

Relevant coursework: Portfolio Management, Stochastic Calculus, Financial Modelling, Financial Valuation, Empirical Finance, Derivatives.

Master Grande Ecole, Finance And Financial Management Services, Mention Bien

Relevant coursework: Advanced Finance, Portfolio management, M&A, Financial valuation, Strategic Management, Private Equity and LBO's.

Classes Préparatoires Aux Grandes Écoles De Commerce, Ece

An intensive two-year program designed to prepare students for the selective entrance examination of top French business schools.

Baccalauréat Sciences Économiques Et Sociales, Mention Très Bien