Tom Valverde
Portfolio Management Intern @Philippe Hottinguer Gestion
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WORK HISTORY
Portfolio Management Intern @Philippe Hottinguer Gestion
Transaction Execution & Operations – Processed client orders (equities, bonds, funds) with precision, including subscriptions, redemptions, and position arbitrage.• Portfolio Monitoring & Rebalancing – Followed daily market moves, adjusted client allocations, and ensured consistency with investment strategies.• Investment Research & Selection – Analyzed equities, bonds, funds, ETFs, and structured products by assessing performance, risk metrics, and fees.• Client Support & Reporting – Contributed to investor presentations and reports, providing clear insights into portfolio performance and market outlook.
EDUCATION
Glion Institute of Higher Education
Bachelor of Business Administration - BBA, International Event Management
Ecole Suger
Baccalauréat sciences économiques et sociales
IE University
Master in Management (MiM), Finance and investments
ABOUT TOM VALVERDE
Master in Management candidate specializing in Finance & Investments at IE University…
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