Julie Acosta

• Responsible for new business sales Buy Side clients. Specialized in quantitative investment management and systematic quant or quantamental strategies (alpha generation/backtesting).

· Traditional fundamental data, global macroeconomic data for top-down analysis and asset allocation, company fundamentals, and Starmine models (Analyst Revision Model…)

• Assisting clients with additional financial data related to investing (SRI, ESG, green revenues classification) to create and monitor sustainable portfolios, while evaluating physical and transition risks. Aiding clients in complying with ESG regulatory reporting requirements (SFDR, EU Taxonomy).

• Quantitative Analysis platform sale : leading Asset Manager- 4 years contract - Over 1 million Euros contract.

• Multi site ESG Licence, French Asset Manager, 216K Euros per annum

• At ICE, I focused on OTC global markets data, including derivatives, fixed income, CDS, and indices.

· Group Leader and Relationship Manager at Crédit Agricole (CACEIS, AMUNDI, CA CIB)

Sales progress across both buy and sell sides within BPCE group (Natixis, Ostrum …)

• La Française AM Liquidity Indicators (software VANTAGE) for AIFMD, 85K$ per annum

• Book of business development – 400K$ on target 3/4 year in 2018

• 2019: 600K$ per annum on target (field sales + enterprise sales BPCE & Credit Agricole)

• Management & coordination: 2 account managers in Paris and Luxembourg, and technical support in Tel Aviv

• Benchmark & managed data service. New logo Sales achievements:
• 2013: State Street Global Services
• 2014: BP2S, CACEIS, Rothschild&Co.
• 2015: AXA IM, Oddo-Meriten AM, Lazard Frêres Gestion.
• 2016: KBC AM (Belgium), Caixa Bank (Spain)
• 2017: Carmignac, Generali Investments (Italy)

· Secured new business sales: Reyl Asset Management ($130K), Deutsche Bank ($95K), Mignon Geneve Hedge Fund ($115K), with annual sales growth of at least 20%.

· Managed a team of 2 consultants, overseeing priorities & project sales implementation.

· Cross-sold and upsold to existing clients.

· Doubled annual sales from $1.5M to $3M in 5 years.

• Enhanced client retention and project management through business analysis.

• Collaborated with top 5 asset managers in Paris, supporting over 80 users.

• Led program management and competitive displacement projects.

• Supervised 2-3 consultants and offshore support in Bangalore.

• Expanded BNP PAM's Datastream user base from 8-10 to 80-100 in two years.