Sophie Gauthier

Investor Relations | Private Markets Specialist - Real Assets | Private Debt • PE • Infrastructure • Real Estate • Liquid Alternatives | Institutional & Wholesale Clients

Salaire / Taux journalier

Paris, France

Freelance, ouvert au CDI

Expertises

Business DevelopmentCRMCoachingStratégie Sales

Langues

Anglais

À propos

Introduction

💼 Relations Investisseurs – Marchés Privés & AlternatifsDans un environnement en constante évolution, je mets à profit plus de 20 ans d’expérience dans la finance pour accompagner des investisseurs institutionnels et distributeurs dans leurs allocations en actifs non cotés.🤝 Mon rôle : j’interviens sur l’ensemble du cycle commercial : prospection, structuration de l’offre, coordination interne, suivi post-investissement. J’accompagne mes clients sur un large éventail de stratégies en actifs non cotés :• Dette privée (corporate, immobilière, leveraged loans)• Private equity (midcap France et impact)• Immobilier• Multigestion non cotée• Produits alternatifs (Hedge Funds UCITS)🧭 Mes expertises clés• Action commerciale ciblée : autonome, structurée et orientée résultat, avec une forte capacité à saisir les opportunités.• Relation client à haute valeur ajoutée : écoute active, excellente connaissance des attentes institutionnelles, fidélisation sur le temps long.• Cartographie & priorisation : travail approfondi de mapping et de qualification des contacts pour une approche client pertinente et efficace.• Reporting stratégique : maîtrise des outils internes (CRM, pilotage) et qualité des remontées d’information aux équipes et au management.• Coordination transverse : interactions fluides avec les équipes internes et capacité à vulgariser des sujets techniques complexes.🔍 Ma conviction : une relation investisseurs efficace repose sur l’anticipation, la clarté du message et la rigueur de l’exécution.💬 Ouverte aux échanges sur les dynamiques de marché, les bonnes pratiques commerciales en private markets et les enjeux de transformation de notre industrie.⸻Investor Relations – Private Markets & AlternativesBased in Paris with 20+ years in financial services, I support institutional investors and distributors in building their private markets allocations.I manage the full fundraising cycle across private debt, private equity, real estate, fund of funds, and alternative strategies.Fluent in French, operational in English. Open to market insights and peer exchange.

Liens

Expérience de travail

Investor Relations - Real & Alternative Assets - Private & Institutional Investors

Amundi

oct. 2022 - Présent

4 ans 1 mois

💼 Real & Alternative Assets Division Coverage of institutional clients (insurers, pension funds, mutuals) and third-party wholesale distributors (private banks, platforms, IFAs) in France. Product scope: • Private Debt (corporate, real estate, leverage loans) • Private Equity • Real Estate (core/core+) • Multi-management in private assets • Alternative strategies (UCITS hedge funds) Key responsibilities: • Strategic account mapping and prioritisation • Origination, pitching and onboarding of investors • Cross-functional coordination with portfolio managers, legal, compliance & ESG teams • Active use of CRM tools and pipeline tracking for internal reporting • Design of tailored client materials and post-sales follow-up ✅ Recognised for: • Strong commercial drive and autonomy • Excellent client relationship management • Sharp understanding of investors’ needs and expectations • Rigorous and insightful reporting • Ability to turn complex technical content into clear commercial narratives

Institutional & Wholesale Sales

BFT Investment Managers

mars 2020 - oct. 2022

2 ans 8 mois

Paris, France

• Developed and managed relationships with institutional investors and third-party distributors in France • Promoted a diversified range of open-ended funds and investment solutions (fixed income, equity, multi-asset, ESG strategies) • Prospected new clients and maintained strong relationships with existing ones, ensuring consistent AUM growth • Delivered product presentations and tailored investment pitches in close coordination with portfolio management teams • Coordinated closely with marketing, legal and operational departments to secure RFPs and onboardings

Crédit Agricole CIB

janv. 2003 - mars 2020

17 ans 3 mois

Région de Paris, France

Senior FX Sales for Group Entities

oct. 2016 - mars 2020

3 ans 6 mois

Région de Paris, France

Senior Sales covering FX tender offers and daily business for “Groupe Crédit Agricole” entities - Sold flow, structured investment and hedging products: co-covering France, Benelux and Eastern Europe - Developed team’s business action plans: operational management in order to boost penetration rate by +200%

Senior Institutional FX sales

avr. 2010 - oct. 2016

6 ans 7 mois

Région de Paris, France

Managed Juniors and expanded French institutional clients portfolio (average yearly p&l over the period: €8M) - Operational management of Junior Sales & Assistants: commercial and technical coaching of 12 people over the period - Prospected new clients during the ongoing financial crisis: 40 new active clients recruited over the period - Cross-sell with Fixed Income desks: implementation of effective process to minimize overlap and maximize p&l

Institutional FX Sales

juin 2005 - mars 2010

4 ans 10 mois

Paris Area, France

Sold vanilla and structured FX products to institutional clients (asset managers, banks, private banks, brokers…) - Defined the best strategies for hedging or investing by producing trades ideas: core business p&l increased by +195% - Prospected funds focusing on emerging markets. Best achievement: signing in with a top 3 French Asset Manager

Equity Derivatives Trader

janv. 2003 - mai 2005

2 ans 5 mois

Londres, Royaume-Uni

Traded European financials equity derivatives / Italian and Spanish markets - Traded listed and OTC options with brokers. Option quotations (vanilla options, barriers, quanto) - Structured product pricing (reverse convertible, turbo) - Results and validation. Updated dividends and interest rates. Hedged delta and interest rates risks


Formation

Université Paris Dauphine - PSL

Master’s Degree, Banque

Résultat : Magistère Banque Finance Assurance (Equivalent to Msc in Economics)


Licences et certifications

Certification Professionnelle AMF

Délivré le : sept. 2022

Certifié par Autorité des marchés financiers (AMF) – France

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