Summary
Overview
Work History
Education
Skills
Philosophy / Convictions
Situation familiale
Affiliations
Certification
Languages
Timeline
Generic
Mathias  Coumert

Mathias Coumert

Isle Adam

Summary

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With a +20 year experience, I bring a general and cross sectional view of the investment-related issues for clients / Investors.

Key take away :

- Role : Achievement of advisory projects at all the stages of the investment process (Governance, asset allocation including ALM, portfolio construction, manager selection, performance / risk / cost control & monitoring…).

- Geographical focus is France (Employee saving and retirement Plan (PEE /PER), public retirement plan) and Belgium (pension funds for both public an private companies) as well as pan European projects

- In charge of providing services (including training) to both HR or Finance departments as well as employee representatives ("Conseil de surveillance")

- Ability to deliver the services by combining the local expertise and the support of the internal teams or external partners.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Partner (Associé) - Pole Investissement

GALEA
02.2024 - Current

Investment Consultant / Head of the Paris Team

Aon
01.2008 - 01.2024

Reporting Analyst

Russell Investments
03.2001 - 12.2007

Back Office

Lepecq de Neuflize
New York
03.2000 - 12.2000

Education

DESS Finances

Aix-Marseille Université
10-1999

Maitrise Monnaie Finance Banque

Université Lyon 2
07-1998

Skills

  • Full knowledge of the investment cycle and related projet management
  • Client Service
  • Business Developpment
  • Marketing / Market intelligence
  • Relationship with all unions
  • Training capabilities

Philosophy / Convictions

  • Combination of technical skills and pedagogy
  • Search for Impact / Alignment of interest for the client benefit
  • Reinforce investment process with the support of external experts

Situation familiale

  • Marié, 3 enfants

Affiliations

  • Sports (Tennis - 30.2 / Golf - 13)

Certification

  • Certification AMF

Languages

Francais
First Language
English
Advanced (C1)
C1

Timeline

Partner (Associé) - Pole Investissement

GALEA
02.2024 - Current

Investment Consultant / Head of the Paris Team

Aon
01.2008 - 01.2024

Reporting Analyst

Russell Investments
03.2001 - 12.2007

Back Office

Lepecq de Neuflize
03.2000 - 12.2000

DESS Finances

Aix-Marseille Université

Maitrise Monnaie Finance Banque

Université Lyon 2
Mathias Coumert