Christopher BARTOLI, CFA
Chateau de Saint-Ange, *7250 Villecerf France
Phone: +33 7 60 90 60 36
***********.*******@******.***
EDUCATION
France MBA Degree Expected graduation July 2013
Relevant courses: Financial valuation, Prices and markets, Portfolio management
2009 CFA INSTITUTE
United States Successfully passed all 3 levels
2003 - 2007 SKEMA BUSINESS SCHOOL
France Masters Degree Major Banking/Market Finance, GPA: 4.58/5, Valedictorian
Relevant courses: Trading, M&A, Fixed income management, Financial modeling, Derivatives
2001 - 2002 ALBERT PREMIER MONACO
Monaco BTS (Bachelor Degree) in Accountancy and Management, Awarded with Honors
WORK EXPERIENCE
2008 - 2012 FIDELITY MANAGEMENT RESEARCH (FMRCo)
London Fixed Income Research Associate
Analyzed European banks and provided written and verbal recommendations to portfolio managers
(USD600 billion under management)
Interviewed CEOs, CFOs or treasurers of banks under coverage on a quarterly basis
Participated in several conferences, investor days and meetings with technocrats and politicians
(E.g. Banque de France, European Commission, French Finance Ministry, European Banking Authority)
Led several one-off team wide assignments with senior management resonance (Liquidity, Stress test)
Created and maintained advanced financial models
2005 - 2006 MERRILL LYNCH ASSET MANAGEMENT Scandinavian Team
Luxembourg Associate
Generated research and actively participated in the investment strategy board of the Scandinavian Team
(Top 3 producing team in Merrill Lynch EMEA, USD1bn under management)
Co-managed an active Global Equity Strategy (Europe, North America and Asia)
(Accounted for 20 to 30% of clients asset allocation, consistently outperformed S&P 500 and MSCI)
Prepared fundamental and technical analysis to identify investment opportunities
Created equity linked structured products (capital protection or/and performance enhancement)
Summer 2004 MERRILL LYNCH Belgian Team
Luxembourg Financial Consultant Trainee
Compiled market, industry, and security research to propose investments to clients/prospects
Organized and prepared a prospecting campaign in Belgium (50+ clients approached)
Summer 2001 ACCOUNTANCY FIRM BOERIE MONACO
Monaco Chartered Accountant Assistant
Followed, organized and edited clients financial statements
Reconciled payments discrepancies and audited clients financial statements
LANGUAGES
English Native
French Native
Spanish Intermediate
COMPUTER SKILLS
Software MS Office pack (Excel, Word, PowerPoint, Outlook and Access)
Bloomberg, Reuters, Barclays Live, SNL, Dealogic, ILX Thomson Financial Software
EXTRA CURRICULAR ACTIVITIES
Leadership Vice President of a student association: Managed a 32-person team
(Election campaign management, events organization, fundraising, sponsoring management)
Clubs Toastmasters: Public speaking and leadership association
INSEAD Investment Management Club
Sports Football, Diving, Running, Boxing, and Trekking
INSEAD Soccer team