Pierre Duriez
Team Lead Sales / Senior Account Executive - Private Equity, Asset Management, Investment Research @ Potloc
France
Paris
Financial Services
Finance, Management, Bénévolat, Marketing, English, Teamwork, Vente, Travail d'équipe, Parler en public, Stratégie commerciale, Asset Management, Business, Négociations, Économétrie, Data analysis, Data Management, Sales, Microsoft Office, Anglais, PowerPoint
Experience

Senior Account Executive - Private Equity, Asset Management, Investment Research
Ville de Paris, Île-de-France, France
Potloc is a technology-driven market research company specializing in conducting surveys to deliver valuable insights. Using its unique sampling technology, Potloc can access highly targeted B2B and B2C audiences, enabling businesses and organizations to gain deeper market understanding. Top consulting and investment firms worldwide rely on Potloc’s sampling approach to gather respondents, analyze market dynamics, and address strategic challenges. Consulting firms and investors use our B2B/B2C insights to support due diligence processes and investment research. Our consulting clients : Bain & Company, EY-Parthenon, McKinsey & Company, Roland Berger, Accenture, L.E.K. Consulting, KPMG, Deloitte, Simon-Kucher & Partners, Arthur D. Little, PwC, Nova Consulting, Advancy, PMP Conseil, AlixPartner... Our private equity clients : Ardian, KKR, Partners Group, Charterhouse, 3i, Apax Partners, L Catterton, Eurazeo, Cinven, Permira, CVC Capital Partners, Hg, EQT...

Advanced Business Manager
Paris 08, Île-de-France, France
Taleo is a consulting firm specialized in financial services. With offices in Paris, Luxembourg, Geneva, Amsterdam, Brussels, Barcelona and Singapore, we have a full coverage of the industry through our dedicated practices: Strategy and organizational transformation, Governance and programme management, Business support, Operation Support and Information System management. Our flexibility and reactivity combined with our industry expertise, solution-oriented mind-set and best-in-class transformation skills ensure our clients a high level of delivery. Our fields of expertise: -Risk & Compliance (Solvency II, Mifid II, FATCA/CRS, CRD IV, Basel III,Priips, BCBS 239, IFRS 9 etc.) -Governance -Financial Information System -Software integration services (Triple’A, Calypso, Kondor+, Multifonds etc) -Business Intelligence -Infrastructure Management -Design & Development -Blockchain / Crypto Sphere Our clients : Société Générale Group, BNP Paribas Group, Amundi, Crédit Agricole Group, Allianz, Euler Hermes, Aéma Groupe, Swiss Life, ING, Pictet...

Portfolio & Research Analyst
Trusteam Finance
Paris 08, Île-de-France, France

Business Strategy Consultant
Paris
SoGuide is a marketplace that allows travellers to search, compare and contact guides around the world with one objective; to ensure a fair allocation of tourism revenues for local players. In charge of piloting a consulting project in strategy: • Analyzing and improving the company’s strategic positioning • Strengthening the customer relationship management • Developing new communication tools

Sales & Business Development Intern
Trusteam Finance
Paris 08, Île-de-France, France
Trusteam Finance was born out of the plan to do finance differently. The asset management firm is a pioneer in using customer satisfaction to drive financial performance, and places the customer—a company’s most important asset—at the heart of its management approach. During my internship: • Prepare market indicators for the analysis of fund performances and macroeconomic research • Responsible of developing sectorial analyses with the research and fund management offices • In charge of modelling an advanced performance measurement and attribution analysis framework for fund managers • Prepare client investment recommendation letters, performance, and presentations in accordance with portfolio managers • Answer to requests for proposal and due diligences • Research and identify strategic client leads (participate to meetings and present sales pitch to prospects)

Global Retirement Solutions - International Development Intern
Paris 15, Île-de-France, France
• Support international business development of Amundi ESR, Global Retirement Solutions • Answer to requests for proposal and enhance sales arguments • In charge of creating, developing and adapting sales pitch. Researching, compiling and writing business information packages for clients • Prepare financial proposals in accordance with clients’ needs jointly with fund managers (Fund analysis and selection) • Create and update investment materials (Performance calculations, Risk indicators and management processes)
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