About Benjamin
French
Native or bilingual
English
Native or bilingual
Spanish
Fluent
Portuguese
Fluent
Experience
- Pictet trading room (PTS)Head of trading strategyJanuary 2016 - Today (10 years and 5 months)Geneva, Switzerland✓ Leading an investment-driven team of 6 people (since January 2019, previously deputy head)• • Responsible for investment strategy views and trading propositions• • Deliver content to clients including monthly and quarterly presentation• • Business development and cross selling solutions• • Team management including redefine roles and responsibilities✓ Investment strategy product specialist and advisory• • Deliver cross-asset investment strategy content to institutional and private clients (macro publications, trading ideas, investment thematics…)• • Produce investment ideas and follow up• • Investment advisor to in-house sales and final clients• • Support for sales development (pitch and investment presentations)✓ Bespoke solutions to client• • Customised portfolio analysis for clients and investment implementation• • Match client needs with trading strategy content to find suitable investment ideas• • Client equity screening and recommendations (both on request and pro-actively)• • Portfolio and investments follow up with sales team or directly with final clients✓ Trading strategy front office and presentation• • Produce and deliver quarterly presentations ("business lunch") of trading strategy views and scenarios• • Thematic conference calls and product presentations• • Daily market update for clients on various thematics
- Umnyah AdvisorsDirectorJanuary 2008 - January 2012 (4 years)Geneva, Switzerland✓ Asset allocation & portfolio construction• • Portfolio construction and analysis for the family office's client• • Mandate supervision (multi-custodians consolidation)• • Global asset allocation strategy✓ Client management and advisory• • Private client: reporting to Middle East & European UHNW• • Investment analysis and implementation✓ Mathematical and risk modeling• • Creation and development of an equity systematic trading model (US & Europe)• • Creation of a quantitative risk budgeting tool• • Strategy backtesting, modeling and analysis
- London Management Group (independent financial boutique)Asset management internshipJanuary 2007 - January 2008 (1 year)London, UK✓ Creation and development of a reporting & consolidation tool✓ Equities trading follow up and reporting
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Education
- all 3 CFA examinationsCFA institute2015all 3 CFA examinations
- Comprehensive engineering diploma (MSc level)Ecole Centrale Marseille2008Comprehensive engineering diploma (MSc level)