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Julien HERVÉ

Julien HERVÉ

Data Analyst

BCV | Switzerland

Technologies

My Portfolio Highlights

My New Course

Introduction to Python

My New Track

Data Analyst

My New Course

Introduction to Python

Problem-solving virtuoso, decoding complexity with a data-driven approach.

My Work

Take a look at my latest work.

course

Introduction to Tableau

course

Analyzing Data in Tableau

course

Introduction to Python

course

Introduction to Tableau

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

Courses

Introduction to Python
Introduction to Tableau
Analyzing Data in Tableau
Creating Dashboards in Tableau

My Work Experience

Where I've interned and worked during my career.

BCV Asset Management | Jun 2020 - Present

Performance and Risk Analyst

of institutional clients' portfolios and funds, invested in all asset classes. ▪ Performance and portfolio analysis ▪ Sustainable Finance & ESG Investing ▪ Data Management & Quality ▪ Data Visualization ▪ GIPS Composites ▪ Project Management
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HSBC Private Bank | Aug 2019 - May 2020

Associate Director, Portfolio Analytics Specialist

Member of a team of 4 in charge of the development of the new Advisory Proposition (commercial strategy and portfolio analytics). ▪ Portfolio and data analysis ▪ Business analysis ▪ Client Reporting and Services ▪ Reporting Development ▪ Project Management

Citi Private Bank | Jun 2017 - Apr 2019

AVP, Portfolio Associate - Senior Analyst, Multi-Asset Class Solutions | Citi Investment Management

Member of a team of 7 - Multi Asset Class Solutions (MACS) Investment team provides multi-asset, multi-manager discretionarily managed portfolios to Citi Private Bank clients on a global basis (AUM $12bn). ▪ Portfolio management ▪ Performance analysis and monitoring ▪ Data analysis ▪ Client reporting ▪ Project Management

Citi Private Bank | Jul 2015 - Jun 2017

AVP, Performance Analyst

Lead the performance measurement activity for Citi Investment Management (CIM) - 80 Composites and 4,500 accounts invested in all asset classes (US, EMEA and Asia regions). • Performance and portfolio analysis • GIPS Composites • Reporting • Data Management • Project Management

OFI Asset Management | Apr 2014 - Dec 2014

Assistant Portfolio Manager – Multi Strategy Funds

Assistant to 3 fund managers (Fund of Funds team) in charge of 15 mutual funds with an absolute return approach (€500m), invested in a variety of instruments: funds, ETFs, equities, bonds and derivatives - futures, options, FX swaps. ▪ Portfolio Management ▪ Portfolio Monitoring ▪ Performance and data analysis ▪ Investment Research ▪ Market Screening ▪ Project Management & IT

OFI Asset Management | Nov 2011 - Apr 2014

Performance Analyst and Reporting

Member of a team of 5 responsible for all aspects of performance monitoring and reporting of the mutual fund range - c.150 mutual funds invested in all asset classes (equity, fixed income, multi-asset, alternative). ▪ Client Reporting ▪ Performance and portfolio analysis ▪ Competitive Intelligence ▪ Project & IT Development

HSBC Private Bank | Oct 2009 - Oct 2011

Client Reporting and Performance Analyst

N/A

HSBC Securities Services | Apr 2009 - Aug 2009

Mutual Fund Accountant

Internship Responsible for 15 daily-valued mutual funds (equity and fixed income), within a team of 12 accountants. ▪ Calculate daily Net Asset Value for the 15 funds. ▪ Mutual funds accounting. ▪ Monitor regulatory and management ratios. ▪ Control of all fund flows: subscriptions, redemptions, splits, dividends.

My Education

Take a look at my formal education

Master's degree, Portfolio ManagementIAE Paris Gustave Eiffel | 2010
Bachelor's degree, Bank and FinanceIAE Nantes - Economie & Management | 2008
Associate's degree (2-year university degree), Accounting and FinanceIUT Poitiers - Gestion des Entreprises et des Administrations | 2007

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