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Julien JARMOSZKO

Paris

En résumé

Welcome,

I am a versatile investment manager, with significant experience on equities and at the multi-asset class level.

I started my career as an equity analyst at SG AM in 2004 on European equities. There, I covered several sectors before stepping up to the portfolio manager position three years into the job. Other responsibilities included: managing relationships with institutional clients, creating valuation and modelling tools, launching new fund strategies such as a growth fund or an equity income fund, which had promising performance.
My next step was for the Credit Suisse Group in 2010, where I built up an emerging markets equity research desk with a coverage of more than 100 equities, managing a team of 6 equity research analysts. I was also deputy portfolio manager on a range of multi-asset class absolute return funds.

I changed path in 2011 to become an equity sales and create the distribution of Nordic equities in France for ABG Sundal Collier. I continued to build my relationship management and entrepreneurial skills at Fisher Investment, where I helped launch the French client desk.

Currently, at S&P Global Market Intelligence, I oversee the research on European and APAC equities.

Excellent decision-making skills were acquired throughout my career as a research analyst, a portfolio manager and sales and are documented with a track-record of positive performance generation.

I strongly believe in continuous education and I have passed the CFA, CAIA andthe ERP.

In addition to analytical work, I enjoy writing - do not hesitate to follow me on my social media such as my blog.

I also try to get involved in the community: I am the Secretary of the City Swiss Club in London and also the Treasurer of my Toastmaster club.

Finally, I speak 3 languages fluently, have worked under 5 different cultures and on both buy-side and sell-side.

I look forward to meeting you.

Mes compétences :
Relation client
Management
Gestion d'actifs

Entreprises

  • Standard & Poor's - Senior Research Manager

    Paris 2015 - maintenant For S&P Global Market Intelligence, I oversee the research production of 7 equity analysts focusing on European and Asia-Pacific research and will soon launch a sector research product.

    I am also in close contact with our clients so they can benefit from the research insights not only of S&P Global Market Intelligence, but also of the rest of S&P Global.

    Finally, I am regularly quoted or interviewed in the media on anything regarding European and APAC economics and equities.
  • Fisher Investments Europe - Advisor

    2014 - 2015 Fisher Investments is a US based asset manager.
    The investment style is top-down and targets global equities and bonds.

    I helped FI Europe, the UK based subsidiary, to penetrate the French private client market.
  • ABG Sundal Collier LLP - Equity Sales

    2011 - 2013 Covering French-speaking accounts
  • Crédit Suisse - Global Equities Trading Advisor

    Paris 2010 - 2011 Launched and heading Emerging Markets Research for the bank.
    Coverage of 100+ stocks with 6 analysts under me.
    Proprietary investment and research process, installed under one month.
    Top-down and bottom-up calls.
  • Société Générale Asset Management UK / GLG Partners - Portfolio Manager

    2004 - 2009 Gérant fonds Europe
    Gestion de 400m € au pic.

    Analyse : spécialiste secteurs Consommation, Industrie, Services Publics, Telecoms ; compétences en Banques, Technologie

    Suppléant du Product Spécialiste

Formations

  • GARP (London)

    London 2015 - 2016 ERP
  • Toastmasters International (US)

    US 2015 - 2016 Competent Communicator
  • CAIA Chartered Alternative Investments Analyst (International Certification)

    International Certification 2010 - 2010 Charterholder
  • CAIA (Amherst)

    Amherst 2009 - 2010 Chartered Alternative Investments Analyst
  • CFA Institute (Charlottesville, Va)

    Charlottesville, Va 2006 - 2008 CFA

    CFA Charterholder
  • EDHEC Business School

    Lille 2001 - 2004 Master in Management

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