Julien Jarmoszko

Julien Jarmoszko

Board Member, Edhec Business School Alumni Association
 

En poste chez Standard & Poor's

Précédents : Fisher Investments Europe, ABG Sundal Collier LLP, Crédit Suisse, Société Générale Asset Management UK / GLG Partners

 

Précédents : Toastmasters International, GARP, CAIA Chartered Alternative Investments Analyst, CAIA, CFA Institute, EDHEC Business School

 

    En résumé

    Welcome, I am a versatile investment manager, with significant experience on equities and at the multi-asset class level. I started my career as an equity analyst at SG AM in 2004 on European equities. There, I covered several sectors before stepping up to the portfolio manager position three years into the job. Other responsibilities included: managing relationships with institutional clients, creating valuation and modelling tools, launching new fund strategies such as a growth fund or an equity income fund, which had promising performance. My next step was for the Credit Suisse Group in 2010, where I built up an emerging markets equity research desk with a coverage of more than 100 equities, managing a team of 6 equity research analysts. I was also deputy portfolio manager on a range of multi-asset class absolute return funds. I changed path in 2011 to become an equity sales and create the distribution of Nordic equities in France for ABG Sundal Collier. I continued to build my relationship management and entrepreneurial skills at Fisher Investment, where I helped launch the French client desk. Currently, at S&P Global Market Intelligence, I oversee the research on European and APAC equities. Excellent decision-making skills were acquired throughout my career as a research analyst, a portfolio manager and sales and are documented with a track-record of positive performance generation. I strongly believe in continuous education and I have passed the CFA, CAIA andthe ERP. In addition to analytical work, I enjoy writing - do not hesitate to follow me on my social media such as my blog. I also try to get involved in the community: I am the Secretary of the City Swiss Club in London and also the Treasurer of my Toastmaster club. Finally, I speak 3 languages fluently, have worked under 5 different cultures and on both buy-side and sell-side. I look forward to meeting you.

Parcours

Senior Research Manager

Chez Standard & Poor's

De 2015 à aujourd'hui
For S&P Global Market Intelligence, I oversee the research production of 7 equity analysts focusing on European and Asia-Pacific research and will soon launch a sector research product. I am also in close contact with our clients so they can benefit from the research insights not only of S&P ...
Lire la suite
 

GARP, London

ERP, Energy

De 2015 à 2016
 

Advisor

Chez Fisher Investments Europe

De 2014 à 2015
Fisher Investments is a US based asset manager. The investment style is top-down and targets global equities and bonds. I helped FI Europe, the UK based subsidiary, to penetrate the French private client market.
 

Equity Sales

Chez ABG Sundal Collier LLP

De 2011 à 2013
I have joined ABG in mid 2011 with the goal of building up distribution for Nordic equities in France. Rankings have improved since I joined: ABG is now ranked #3 Nordic broker in France (from no ranking) according to the 2012 Greenwich survey. I was ranked 14th global Nordic salesperson in the ...
Lire la suite
 

Global Equities Analyst

Chez Crédit Suisse

De 2010 à 2011
Launched and heading Emerging Markets Research for the bank. Coverage of 100+ stocks with 6 analysts under me. Proprietary investment and research process, installed under one month. Top-down and bottom-up calls.
 

CAIA, Amherst

Chartered Alternative Investments Analyst, CAIA

De 2009 à 2010
 

Portfolio Manager

Chez Société Générale Asset Management UK / GLG Partners

De 2004 à 2009
Gérant fonds Europe Gestion de 300m € au pic. Analyse : spécialiste secteurs Consommation, Industrie, Services Publics, Telecoms ; compétences en Banques, Technologie
 

CFA Institute, Charlottesville, Va

CFA, CFA Program

De 2006 à 2008
CFA Charterholder
 

Compétences

 
  • Gestion d'actifs
  • Management
  • Relation client

Langues parlées

 

Centres d'intérêt

 
  • Art Contemporain
  • Fitness
  • Lecture de la presse économique et d'ouvrages d'investissement
  • Voyages