maxime ricomes

rÃ gion de paris, france

About

Experienced Fund Analyst with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Fund Of Funds, Mutual Funds and Investment Management. Knowledgeable on ESG/SRI.

Country

france

City

paris

Industry

investment management

Skill

fixed income, equities, mutual funds, portfolio management, investment management, asset allocation, asset managment, investments, financial markets, bloomberg, alternative investments, financial analysis, private equity, wealth management, credit, due diligence, money market, investment strategies, hedge funds, derivatives, fund of funds, asset management, financial modeling, financial advisory, insurance, finance, communication, personal branding

Experience

senior multi-asset multi-manager analyst

aviva investors

2019-8 - Present · 7 yrs 2 mos

* Within the investment solution team, in charge of fund selection and monitoring on multiple liquid asset classes (global equity, rates, credit, EMD, alternative UCITS) for the with-profits funds and the multi-asset funds. * Quantitative & qualitative screening of the investment universe, DDQ, manager challenges, internal fund oversight * Member of the investment committees * Asset allocation and fund picking advisory for the ESG fund guided allocation of AVIVA France

guest lecturer

groupe inseec

2012-11 - Present · 13 yrs 11 mos

Teaching and mentoring students on innovation in the financial industry

adjunct lecturer

université paris-dauphine

2014-9 - 2019-6 · 4 yrs 10 mos

Teaching financial analysis to master's degree students

adjunct faculty member

edhec business school

2007-9 - 2012-6 · 4 yrs 10 mos

Master's thesis directorship in finance & strategy

offshore product management intern

société générale asset management

2006-6 - 2006-12 · 7 mos

* Coordinated product launches of Luxembourg-domiciled funds * Created launch kits that outlined product demand, strategy, fee structure, target audience, positioning, etc. * Supported sales and RFP teams regarding product specific questions (specialized on sector equity active funds)

rÃ gion de paris, france

institutional marketing manager - france

vanguard

2006-12 - 2011-8 · 4 yrs 9 mos

* Product Marketing * o Created product presentations (LDI solution, Long duration funds - 20+ year govies and 30-40 year SWAP funds, SRI Equity Index funds, Global Small Cap fund…) * o Tracked competitors’ brands and products (funds comparisons and mapping, launches * monitoring, correlation analysis) * RFP/RFI/DDQ * o Managed French and English RFP response process for large French & Swiss and other * institutional clients (ex. FRR - French retirement first pillar) * o Investment writing * Communication * o Coordinated events (Roadshows, Public events, Round tables...) * o Thought leadership production & PR

fund analyst

aviva

2015-4 - 2019-8 · 4 yrs 5 mos

* At the Investment Department, in charge of fund selection and monitoring on all asset classes. * Fund monitoring: * Due diligence (performance, risks, teams, fees...) * Investment committees participation * Fund selection: * Conception of new unit-linked products * Quantitative & qualitative screening of the investment universe * Run the selection process (RFP, beauty parade, case studies...) * Asset Allocation Advisory: * Support the retail-dedicated asset allocation tools * Define bespoke asset allocations for HNW investors

product specialist â fixed income

aviva investors

2011-9 - 2015-4 · 3 yrs 8 mos

* Specialist for euro fixed-income strategies * – Long-only: Euro Sovereign and Credit (IG and Crossover); Money Market; Convertibles * – Absolute Return: Curve Arbitrage; Volatility. * Liaise between the investment management teams and the institutional sales executives * Member of the investment committees – macro and fixed-income * Provide market data analysis and comments as well as process expertise * Create & update presentations (Firm, Team, Process and Performance) * Meet with clients, prospective clients and consultants on Sales executive demands * Run competitive analysis on ad hoc basis * Answer RFP & Due Diligence questionnaires on fixed income, money market strategies * Describe investment & risk processes and write bespoke answers on offered solutions * Create beauty parade presentations