Pierre Boudeau

Responsable de l'Investissement et du Développement @ Optimum Gestion Financière S.A.

About

10+ years experience in Equity Investment Focused on Stock Picking / Financial Analysis / Alpha Generation / Family Owned companies / SRI Interested in Corporate Strategy, Business Model and Leadership Analysis / Disruption Identification and Implications / Governance Analysis / Human Capital / Environmental Transition Experienced in Team Management and Thought Leadership / Co Working / Client Facing / Market Views / Tactical Allocation English / French / Spanish speaking Previous experience in strategy consulting

Country

France

City

Greater Paris Metropolitan Region

Industry

Financial Services

Skill

Gestion de portefeuille, Project Portfolio Management, Market Analysis, Equity Research, Financial Modeling, Valuation, English, Investment Banking, Analysis, Financial Analysis, Equities, Business Analysis, Finance, Economics, Anglais, Modélisation financière, Analyse financière, Analyses, Évaluations, Market Research

Experience

Responsable de l'Investissement et du Développement

Optimum Gestion Financière S.A.

2024-8 - Present · 2 yrs 2 mos

Ville de Paris, Île-de-France, France

- Gestion : 5 OPCVM (actions/obligations) Focus sur les actions canadiennes et Bilan de l'assureur - Management : Equipe de 7 personnes - Développement : fidélisation et acquisition de clients institutionnels

Portfolio Manager

Dauphine Asset Management

2022-9 - 2024-8 · 2 yrs

Ville de Paris, Île-de-France, France

- Gérant Actions internationales sur un fonds mégatendances - Allocataire d'actifs pour la gestion sous mandat

European Equity Analyst - Portfolio Management

FLORNOY FERRI

2016-9 - 2022-9 · 6 yrs 1 mo

Région de Paris, France

- Financial Modelling // Meeting Management - Invest in European family-owned companies with an ISR approach - Focus in Mega Trends : Millennials, Healthcare, Digitalisation, Renewables

Strategy consultant - Bank/Insurance Practice

Exton Consulting

2015-5 - 2016-9 · 1 yr 5 mos

Région de Paris, France

Distressed-situation analyst

Tortus Capital (Hedge Fund)

2014-6 - 2015-1 · 8 mos

Région de New York City, États-Unis

Focus on short Positions on International Fixed Income / Equities

Assistant Sales Cash Equity

UBS

2013-8 - 2014-2 · 7 mos

Project Manager - Vice treasurer

Junior ESSEC Conseil

2011-10 - 2013-6 · 1 yr 9 mos

Cergy

Conducted market studies, process auditing and business plans Personally negotiated contracts for over €216,000 with industrial & financial companies Set up a cost control plan into Junior ESSEC

Trading & Energy Analyst

Vortex Capital Ltd (Investment Fund)

2011-7 - 2011-9 · 3 mos

Hong Kong

Sales Assistant on day-to-day trading about Silver and currencies (USD/Euro) Large market study on Precious Metal especially Vanadium (V2O5) Stock picking concerning Mining Companies exploiting Vanadium Meeting report with institutional and private clients