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Anaïs Potier

Angestellt, Senior Consultant, Asset & Wealth Management Consulting - Switzerland, Alpha FMC
Zurich, Schweiz

Fähigkeiten und Kenntnisse

team player
problem solver
communicative

Werdegang

Berufserfahrung von Anaïs Potier

  • Bis heute 2 Jahre und 1 Monat, seit Apr. 2023

    Senior Consultant, Asset & Wealth Management Consulting - Switzerland

    Alpha FMC
  • 10 Monate, Juni 2022 - März 2023

    Consultant, Asset & Wealth Management

    Alpha FMC
  • 2 Jahre, Feb. 2020 - Jan. 2022

    Real Estate Investment Banking Associate

    VICTORIAPARTNERS

    * Carried out research and created marketing materials to originate M&A projects * Contributed to the execution of sell-side M&A projects (teaser, IM, business plan, valuation, VDR) * Supported the team in fundraising projects (marketing materials, DD questionnaires) * Played an active role on ESG Corporate Advisory Mandates

  • 1 Jahr, Jan. 2019 - Dez. 2019

    Real Estate M&A Analyst - VIE

    Société Générale Corporate & Investment Banking

    Frankfrt-am-Main * Carried out research and created marketing materials to originate M&A projects * Contributed to the execution of sell-side M&A projects (teaser, IM, business plan, valuation, VDR) * Help a real estate company to improve its ESG rating in the context of a green bond issuance * Created ESG pitches incl. benchmarks based on Sustainalytics’ assessment criteria

  • 4 Monate, Sep. 2018 - Dez. 2018

    Real Estate M&A Analyst

    Société Générale Corporate and Investment Banking

    Paris-La Défense * Carried out research and created marketing materials to originate M&A projects

  • 7 Monate, Jan. 2018 - Juli 2018

    Equity Research Analyst Intern

    Hauck & Aufhäuser Privatbankiers AG - Investment Banking

    Equity Brokerage, 42 employees |Hamburg * Contributed to the analysis and valuation of covered and IPOed companies * Built pitch-books and stock-picking presentations * Took part in roadshows

  • 1 Jahr, Jan. 2016 - Dez. 2016

    Junior Financial Controller

    Petit Bateau Central Europe

    Textile retailer, 15 employees, T/O : 26M€ | Year 2016 (Gap Year) - Frankfurt * Produced and commented the monthly reporting and turnover estimation * Assisted in the P&L reshaping of Petit Bateau Central Europe * Created and improved controlling tools

Ausbildung von Anaïs Potier

  • 5 Monate, Aug. 2017 - Dez. 2017

    Corporate Finance

    Singapore Management University

    SMU Master in Applied Finance ranked 4th among Asian business schools and 45th in the world in the FT Masters in Finance Pre-experience Ranking 2018 ; Classe attended: Corporate Finance - Corporate Banking - International Economics - Corporate Communication

  • 3 Jahre und 4 Monate, Sep. 2014 - Dez. 2017

    Master in Management

    Neoma BS (ex Rouen Business School)

    Master Grande Ecole NEOMA: Top 10 in the international ranking of the prestigious Financial Times « Masters in Management» 2018 ; Seminar Paper topic: "The Accounting of R&D Expenses in IFRS and US GAAP: which differences and which impacts on companies’ financial information?"

  • 1 Jahr und 11 Monate, Sep. 2012 - Juli 2014

    Classes Préparatoires aux Grande Ecoles de Commerce - option ECS

    Lycée Janson de Sailly, Paris XVI

    The Classes Préparatoires are a 2-year program to train for enrollment in one of the higher education establishments, called Grandes Ecoles. Due to their very competitive entrance exams, they are widely regarded as a prestigious curriculum, and traditionally have produced most of France’s executives

  • 11 Monate, Sep. 2011 - Juli 2012

    Scientific Baccalaureate

    Lycée St Laurent La Paix Notre Dame

    Specialisation: Mathematics Option: Latin

Sprachen

  • Französisch

    Muttersprache

  • Deutsch

    Fließend

  • Englisch

    Fließend

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