Work with the IM to set up the Envestnet model portfolio
Use and creation of back testing tools and predictive models to optimize asset allocation (Creation of an asset allocation model with the use of VBA, Modelisation of a backtesting model for the listed securities of the firm)
Work on adhoc investment opportunities (equities, private equity, real estate)
Researched potential investments using both internal company data sources as well as external third party providers.
Investment Advisory and Sales Analyst Intern
Credit Suisse
Paris
01.2023 - 06.2023
Forecasted future market trends to determine selling patterns and avoid taking financial risks.
Conducted in-depth analysis into various sources to determine the effectiveness of investment opportunities.
Developing ideas, investment strategies and investment proposal for specific clients.
Support of the Sales Manager on regulatory topics linked to Advisory process such as product governance, target markets and inducements.
Risk Outsourcing Intern
National Bank Of Kuwait
Paris
07.2021 - 09.2022
Complete and make reliable the register of subcontractors
Participate in the annual review of critical and important providers
Assist the operational risk manager
Review contracts to ensure the availability of clauses
Assist in the operational risk activities as RCSA, KRIs, Risks committees
Education
Master of Science - Financial Ingineering
NEOMA Business School
Reims
01-2025
Bachelor of Arts - economics
SKEMA Business School
Paris
06-2022
Bachelor of Science - Maths Physics And Computer Science
Paris Sud University
Paris, France
06-2020
Affiliations
Member of NEOMA's financial club
Practice of Basket-Ball (professional level during 4 years)
Additional informations
Technical training : C++, VBA, Python, SQL, Office tool
Languages : French(native language), English(C2), Spanish(B1), Arabic(B1)
Timeline
Wealth Investment Advisor & Portfolio Manager
Canaccord Genuity
08.2023 - 01.2024
Investment Advisory and Sales Analyst Intern
Credit Suisse
01.2023 - 06.2023
Risk Outsourcing Intern
National Bank Of Kuwait
07.2021 - 09.2022
Master of Science - Financial Ingineering
NEOMA Business School
Bachelor of Arts - economics
SKEMA Business School
Bachelor of Science - Maths Physics And Computer Science