Marc Philbiche
Senior Investment Manager
Salaire / Taux journalier
Luxembourg
Freelance, ouvert au CDI
Langues
À propos
Introduction
Investment Manager with 8+ years in portfolio management, OTC derivatives, and collateral trading across Luxembourg's financial sector. Proven expertise in UCITS/AIF portfolio construction, risk management, and automated trading systems implementation. Specialized in client relationship management and cross-asset analysis to optimize investment performance and regulatory compliance.
Expérience de travail
Investment & Client Manager
Funds Avenue S.A.
mars 2022 - Présent
4 ans 8 mois
Luxembourg
• Portfolio Management on UCITS / AIF. Analysis of advisors cross assets recommendations. Control of investment policy and restrictions. Communication with dealing rooms for execution/hedging/settlement. Collateral Management on Fx-Forward and OTC. Portfolio construction, analysis and presentation of companies, institutions, investment entities reports. • Board meetings & Investment Committees. Attendances. Portfolio, Risk Management & Compliance quarter presentations to board members. Presentation of investment ideas and projects. • Finance. Calculate, verify and account management fees, risk fees, performance fees and commissions based on operations. • Relationship Management. Client onboarding and management of large aspects between depositary banks, central administrations, auditors, lawyers, board members, investment advisors & brokers.
OTC Collateral Trading & Management
Eurizon
août 2018 - mars 2022
3 ans 8 mois
Luxembourg
• Management : Guide team members, mentoring of new joiners, challenge the team and support in any activities. • Trading & operations. Organise trading meetings and weekly strategies. Trading collateral based on margin calls on OTC and Fx-Forwards expositions. Performances controls and reports activities to the clients. Calculate, negotiate interests with brokers on the collateral balance evolution. • Projects : Large automatic trading system implementation made. Automation of systems from Front to back activities reviewed.
Trading Collateral & OTC Derivatives
CACEIS
juin 2017 - août 2018
1 an 3 mois
Luxembourg
- Trading Collateral on Securities Lending. - Trading Collateral on REPO. - Ensure reports of control of the activity and those to clients. - Calculate, verify, negotiate and account with brokers, commissions on lending and borrowing operations, REPO operations, collateral and margin call management.
Junior economist & Market analyst
PwC Luxembourg
janv. 2017 - juil. 2017
7 mois
Luxembourg
- Research and writing reports on research subjects such as: Investment Fund, Asset Management Strategy, FinTech or Macroeconomics. - Data analysis, description of statistics, univariate and multivariate analysis using statistical tools. - Literature review on specific subjects (Academic papers, Reports of international organizations).
Founder & Economic analyst
Piston EconomicsFreelance
sept. 2016 - juil. 2017
11 mois
Paris, France
• Macro and micro economic analysis. • Econometrics. • https://pistoneconomics.wordpress.com
Michelin
sept. 2012 - oct. 2014
2 ans 2 mois
89200 Avallon, France
ACT – Saler
sept. 2013 - oct. 2014
1 an 2 mois
89200 Avallon, France
Mission: To ensure the operation of a client portfolio by taking over all telephone contacts and be the customer intermediate - Head of region / Sales (TC) / Technician (TCR). Contribute to the achievement of quantitative and qualitative objectives. Sales, service and customer management, logistics, organization and planning tours. Permanent co-management of the stock (input-output) with the production department.
Junior Saler
sept. 2012 - oct. 2013
1 an 2 mois
Avallon (France) et Liège (Belgique)
Employed at Michelin Group during the academic year, alternating studies and employment. New business and brand development for the Michelin group on the Benelux market.
Formation
TBS Education
Executive Doctorate of Business Administration
2024 - 2028
4 ans 1 mois
NEOMA Business School
Master - International Finance
2016 - 2017
1 an 1 mois
Universite de Lorraine
Master - Financial markets engineering
2014 - 2016
2 ans 1 mois
Université Jean Monnet Saint-Etienne
Bachelor’s Degree in Economics
2012 - 2013
1 an 1 mois
Université de Reims Champagne-Ardenne
DUT - TC
2010 - 2012
2 ans 1 mois