Valentine Schumer

Portfolio Management Assistant @Amplegest

Paris, FR

Take part in the Private Wealth Management team’s regular activities: monitoring financial markets, portfolios, and performance; meeting with asset management companies-Assist in the organization and preparation of documentation for client meetings and monthly investment committees-Develop, automate, and regularly update management tools: portfolio monitoring documents, financial market tracking tools (macroeconomics, equity and bond markets, etc.)-Continuously monitor and analyze new investment opportunities (ETFs, mutual funds, direct equities, etc.)-Conduct portfolio analyses and audits, and provide investment reallocation recommendations.

IÉSEG School of Management

Master 1 (M1), Finance

Universiti Kuala Lumpur

Bachelor of Commerce , Management, Commerce, Finance

institution Jean Paul II

Baccalauréat général, Études générales