Florian Boulte

Senior Investment Manager | Asset Management

Salaire / Taux journalier

Lyon, France

Mobilité : Paris, Marseille, ...

Freelance, ouvert au CDI

Peut venir sur site

Expertises

CRMStratégie & ConsultingFinanceRSEMonday.comHubspotERPMicrosoft Dynamics 365Gestion de projet - PMO

Langues

AnglaisFrançaisEspagnol

À propos

Introduction

Investment Analyst & Manager with 20+ years in asset management, specializing in sustainable investing and transition opportunities. Currently advising SFOs, MFOs, and asset managers on strategy, risk management, and ESG portfolio optimization. Expert in building embedded performance and robustness for future-focused investments.

Liens

Expérience de travail

Founder - Strategy and Investment Adviser - Investors Relations

Tellus Matters

janv. 2020 - Présent

6 ans 10 mois

Lyon - Paris

I advise various investors SFOs, MFOs, asset managers and companies in terms of strategy, investments, asset allocation, monitoring and risk management with an expertise on transition opportunities & risks: building embedded performance and robustness in your investments.

AFFO-ASSOCIATION FRANCAISE DU FAMILY OFFICE

sept. 2019 - Présent

7 ans 2 mois

Membre de la commission investissement durable

févr. 2023 - Présent

3 ans 9 mois

Fondateur et Président commission investissement durable

sept. 2019 - mars 2023

3 ans 7 mois

69340 Francheville, France

Head of Investor Relations for Kimpa Impact Investing

Tellus Matters - Entreprise à mission

nov. 2024 - mai 2025

7 mois

Paris, France

In charge of the investment solutions for MFOs and SFOs as well as strategic thinking on Kimpa's product offering and go to market.

Single Family Office

juin 2014 - oct. 2019

5 ans 5 mois

Paris Area, France

Investment Manager - Head of Operations

mars 2015 - oct. 2019

4 ans 8 mois

Paris Area, France

- Investment director: Equity & Bonds funds, Alternative Investments, Private Equity, Infrastructure, Direct investments, Loans, Real Estate, Art. Sustainable investments. Reporting to Principals. - Portfolio Manager: implementation of the investment choices of the “Investment Committee”. - COO: Head of operations of a holding company, coordinating accountants, legal and tax advisors, back and middle office and reporting to the Board.

Chief Financial Officer

juin 2014 - mars 2015

10 mois

Paris Area, France

Head of finance for various entities based in France, UK and US.

Chief Financial Officer

Mlinda

juin 2014 - déc. 2018

4 ans 7 mois

Paris Area, France

- Head of Finance for various entities (UK, France, India). - Finance (planning, controlling, treasury), legal and tax, accounting. - Risk management.

Strategy, investments and risk management

Consulting

mai 2013 - oct. 2014

1 an 6 mois

Paris - Lyon

Advisory on portfolio structuring and management, investments, financial planning, fund raising and risk management.

Business Manager

Union Capital Asset Management

oct. 2011 - mai 2013

1 an 8 mois

Lyon Area, France

- CFO: administration, finance, legal, regulatory and control - Portfolio Management : management of financial assets of the funds under management - Financial management : acquisitions, financial planning of investments, financial due diligence

Business Manager - Secrétaire Général

Heritage Asset Management, now known as Rothschild Investment Solutions

avr. 2005 - oct. 2011

6 ans 7 mois

Paris Area, France

- CFO: administration, finance, legal, regulatory and control. - Operations : creation of new financial products, restructuring of funds, - Business developement : involvement in the developement of the company developing new business contacts and expanding the services offered to clients and prosects. - Risk management : supervision of the risks involved at the portolios' level as well as the company level.

Compliance officer

Sinopia Asset Management

août 2004 - mai 2005

10 mois

- Fund structuring - Relationship with regulator AMF

Second on a 45' sailing boat - Transpacific

Cyrano

juil. 2003 - mai 2004

11 mois

From Martinique to French Polynesia

I spent ten months sailing from Martinique to French Polynesia through Caribbean sea, Colombia, Panama, Galapagos, Marquises, Tuamotu and Tahiti with a family of four children aged 3 to 9.

Fund manager

SGIP Marignan

juin 2000 - déc. 2002

2 ans 7 mois

- Fund management : daily management of two european "technology, media & telecom" oriented mutual funds. - Financial analysis on small & midcap stocks, meeting with top management of the companies analysed. Internal recommendations on those stocks.


Formation

Centre de formation à l'analyse financiere

CIIA & CEFA

2002 - 2003

2 ans

MBA Institute

BBA

1993 - 1997

5 ans

Portfolio

Electrification rurale en Inde

Valorisation de services écosystémiques

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