Menu

Charles-Antoine POUPEL

PARIS

En résumé

Mes compétences :
Accounting
Asset management
Compliance
Conformité
fiscalité
Internal control
Management
Middle Office
Relation Clients
Taxation
Valorisation
Valuation

Entreprises

  • Fonds de Réserve pour les Retraites - Analyste Appels d'offres

    2014 - maintenant Meetings with PMs about various strategies and assets classes;
    Definition of investment universe, investment guidelines in case of renewal or launch of RFP
    Active participation in the development of the legal documentation;
    Quantitative and qualitative analysis of the offers including financial data of the candidate, historical performances, management style, research process, dedicated team, tools, fees, operational capabilities;
    Due diligences;
    Production and presentation of the offers and the selection to the Managers Selection Committee;
    Administration and development of IT tools used for quantitative analysis.
  • Fonds de Réserve pour les Retraites - Middle-officer

    2009 - 2013 Managing the relationship with Managers and B / O
    Portfolio valuation all assets classes (Equity, Credit, Swap, Overlay, ILB)
    Daily monitoring of Compliance and regulatory ratios
    Managing and development of the website for exchanges with Managers
    Updating and monitoring of Taxation applied to mandates
    Establishment and monitoring of management / performance fees
    Accounting Internal Control
    Active participation in revisions / developments IS

Formations

  • Ecole Supérieure De Commerce (Paris)

    Paris 2007 - 2011 Finances

    ESC Lille / Skema Business School
  • Université Le Havre

    Le Havre 2005 - 2007 FINANCES-COMPTABILITE
  • Université Le Havre (Le Havre)

    Le Havre 2005 - 2007

Réseau

Annuaire des membres :