Olivier Mulin

Senior Portfolio Manager @ CA Indosuez (Switzerland) SA - formerly Banque Thaler SA

About

20 years' experience in asset management and private banking : portfolio construction, optimization and monitoring with regards to defined constraints, risk-budget and philosophy. Robust understanding of financial markets. Expertise in a wide range of asset classes : bonds, equities and equity derivatives. Strong fundamental analysis skills. Knowledge of various IT tools : Bloomberg, FactSet, Excel and Python programming language.

Country

Switzerland

City

Geneva

Industry

Investment Management

Skill

Fundamental analysis, Equity, Asset management, Equity derivatives, Fixed income, Gestion de portefeuilles, Marché financier, Compétences analytiques, Bloomberg, Python, Microsoft Excel, Travail d’équipe, Communication, FactSet, Anglais

Experience

Senior Portfolio Manager

CA Indosuez (Switzerland) SA - formerly Banque Thaler SA

2021-2 - Present · 5 yrs 8 mos

Genève, Suisse

Banque Thaler is a Switzerland-based private bank. Discretionary portfolio management Creating and managing discretionary equity mandates (direct line equities) for private clients. Multi-asset portfolios: strategic & tactical asset allocation and security selection. Member of the Investment Committee

Senior Portfolio Manager

RAM Active Investments

2015-2 - 2020-4 · 5 yrs 3 mos

Genève, Suisse

RAM AI is an active and alternative asset manager dedicated to institutional investors. The firm is a bottom-up specialist and offers a range of fundamental systematic equity and discretionary fixed-income funds. Investment universe : European convertible & corporate bonds, equities and listed options. Investment approach : an active conviction-driven management based on in-depth fundamental analysis.

Portfolio Manager

Rothschild & Co

2011-10 - 2015-2 · 3 yrs 5 mos

Paris

Rothschild & Cie is a global and family-controlled group with an asset management expertise which relies on Conviction, Fundamentals and Convexity. Investment universe : European convertible & corporate bonds, equities and listed options. Investment strategy : a conviction-based management combining a picking approach in coordination with macroeconomic analysis.

Portfolio Manager / Analyst

ODDO BHF

2006-3 - 2011-10 · 5 yrs 8 mos

Paris

Oddo AM is an asset manager specializing in European markets and covering all main asset classes. Investment universe : European convertible bonds and equities Investment approach : a bottom-up investing strategy.