Portfolio Manager Private Equity
Resume:
PATRICK DUQUENNE
Professional Summary
With more than 15 years of investment experience, display strong analytical, mathematical and organizational abilities. Use an array of innovative portfolio designs, investment products and implemented investment plans for high net worth clients through Alternatives investments (Private Equity funds, Private Credit funds, Private Infrastructure funds as well as a Structured notes through platforms such as Icapital and CAIS)),. Proven track record of adapting to a dynamic rapidly changing workplace environment. Track record of managing multimillion-dollar clients, by communicating with them, analyze their needs and concerns and suggest realistic solutions by identify rebalancing needs, and provide suitable recommendations in line with clients/prospects risk tolerance, time frame and goals. Manage existing clients accounts to the highest standard of a fiduciary and provide educated investment advice. Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences.
Work History
The Neil Jesani wealth management-Portfolio Manager and Alternative investments specialist
March 2024-Present
Onboarded high net worth clients and ultra-high net worth clients. Reviewed their positions one by one on morningstar and reallocated the entire portfolios toward a 40/60 allocation (40% equity and ETF, 60% alternative investments).
Used the CAIS and Icapital platforms to review new alternative products and reviewed all incoming structured notes to prepare the buying at the end of the month
Aureus Wealth Management - Portfolio Manager
01/2013 – March 2024
*************@*****.***
Coral Gables, FL 33146
Certifications
• Icapital Alternative investments
certification
• State Securities Law Exam, 215
• Series 65 - Uniform Investment Adviser
Law Examination
• Series 63 - Uniform Securities Agent
State Law Examination
• Series 31 - Futures Managed Funds
Examination
• AMF certification- Authority of Financial
Markets/ Europe
• AML Certification 2023
Education
01/2007
South University
West Palm Beach, Florida
BA Business Administration
Honors: Magna Cum Laude
01/1993
University Rene Descartes
Paris,France
BA Business administration
Skills
• Wealth Management
• Managed clients' portfolios, executed trades on a daily basis, performed portfolio reviews, communicated regularly with existing clients as well as prospects, complied with regulatory requirements in terms of investment allocations, clients profiling, managed fixed income research and investment opportunities (Bonds, preferred stocks and fixed income ETFs.
• Designed and implemented investment plans based on their profiles with 40 to 55% Equity while allocating remaining assets to Alternative assets (Private equity, Private Credit, Private Infrastructure, and Structured notes).
• Enhanced portfolio performance by using private investments (private equity, private credit and private infrastructure) implementing effective investment strategies and risk management techniques.
• Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
• Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
Morgan Stanley - Portfolio Manager
01/2011 - 01/2013
• Performed all the duties of executing trades for clients based on portfolio reviews and investment policies, work with compliance to ensure clients profiles were in line with the investment allocation, communicated regularly with a large pool of existing clients, and onboarded additional clients.
• Increased client satisfaction by providing tailored financial advice and timely market updates.
• Enhanced portfolio performance by implementing effective investment strategies and risk management techniques.
• Reduced risk exposure by monitoring market developments and adjusting investment strategies accordingly.
LMR asset management - Portfolio Manager
01/2010 - 01/2011
• Worked with a large Fixed income investment fund out of Europe, executed the trades, researched investment opportunities, communicated with clients both individuals and institutional, traveled to France and Luxembourg to meet with the board of the fund to analyze quarterly performance as well as discussed market conditions.
• Streamlined reporting procedures for greater efficiency in communicating portfolio updates to clients.
• Continuously refined investment processes, incorporating the latest industry best practices for optimal results.
• Conducted due diligence on prospective investments. Edward Jones - Portfolio Manager
01/2009 - 01/2010
• Managed an office with the help of an assistant in the Florida Keys
(Marathon, FL)
• Managed the existing clients, communicated with them regularly to suggest investment opportunities, reviewed their portfolios on a quarterly basis, helped grow the business by adding new clients,
• Team Leadership
• Project management
• Analytical skills
• Relationship management
• Fixed Income Investors
• Profitability Optimization
• Due Diligence
• leveraged Strategies
• Portfolio Optimization
• Critical Thinking
• Trading Strategies
• Client Interfacing
executed the trades for clients and maintained an open line of communication as an open resource for investment and estate opportunities.
• Increased client satisfaction by providing tailored financial advice and timely market updates.
• Provided strategy advice to high-net-worth clients. Languages
English
Native or Bilingual
French
Native or Bilingual
Spanish
Full Professional
.
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