Nicolas Beauvalet
Paris
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Currently looking for a 3 months internship in the wealth & asset management sector.
Overview
2
2
years of professional experience
Work History
Co-Founder - Financial Planner & Budget Manager
KEGV Coaching Solutions
09.2023 - Current
- Skilled at working independently and collaboratively in a team environment.
- Worked well in a team setting, providing support and financing solutions
Junior Financial Analyst – Fixed Income Department
Dôm Finance
03.2023 - 09.2023
- Drafting of investment recommendation notes after in-depth study of companies
- (financial modeling, analysis of capital structure, debt schedule, associated sector.)
- Conducted in-depth market research and analysis on various fixed income securities, informing strategic investment decisions for a multi-billion euro portfolio.
- Evaluated issuer creditworthiness through meticulous examination of financial statements, credit ratings, and industry trends, contributing to the selection of high-quality fixed income assets.
- Monitored interest rate movements and economic indicators, enabling timely portfolio adjustments to optimize returns and mitigate risks in a dynamic market environment.
Operations Analyst
Petrolis
01.2022 - 04.2022
- Analyzing operations for an energy sector swiss company, recruiting projects.
Education
Economics & Finance Licence Degree - Finance
UDLAP, Universidad De Las Américas Puebla
01.2024
PGE “Programme Grande École” (Master’s degree, Business/Finance) – Fixed Income Specialization -
ISG Paris Business School
01.2025
Mathematics, Physics and Electrokinetic License -
ESME Sudria – Engineering school
01.2020
French HS diploma - Science major
Lycée Jean Monnet – La Queue les Yvelines
01.2018
Skills
- Bloomberg Anywhere
- MSCI
- SpreadResearch
- Financial Analysis tools
- Data Analysis
- Office 365 Softwares Proficiency
Hobbies and Interests
- Golf – Idx : 4.0
- Motorsport
- Watchmaking
- Sport
- Photography
Languages
English
Bilingual or Proficient (C2)
Spanish
Advanced (C1)
French
Bilingual or Proficient (C2)
Italian
Beginner (A1)
Timeline
Co-Founder - Financial Planner & Budget Manager
KEGV Coaching Solutions
09.2023 - Current
Junior Financial Analyst – Fixed Income Department
Dôm Finance
03.2023 - 09.2023
Operations Analyst
Petrolis
01.2022 - 04.2022
Economics & Finance Licence Degree - Finance
UDLAP, Universidad De Las Américas Puebla
PGE “Programme Grande École” (Master’s degree, Business/Finance) – Fixed Income Specialization -
ISG Paris Business School
Mathematics, Physics and Electrokinetic License -
ESME Sudria – Engineering school
French HS diploma - Science major
Lycée Jean Monnet – La Queue les Yvelines
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