Jean-Marc Puech A seasoned investment management professional

adljww@r.postjobfree.com Master’s Degree in Finance and Accounting

+ 33 6 13 17 30 48 French: native speaker – English: fluent

Broad product knowledge: single strategy Hedge Funds (offshore, AIF and UCITS), Fund of Hedge Funds, Managed Accounts and UCITS Multi-Manager, Fixed Income and Equity Funds.

Strong technical background in fund accounting, fund administration and performance reporting.

Experience of product development, business development, sales and relationship management.

Experience of managing a client servicing team.

Comprehensive knowledge of European regulatory framework (AIFMD and UCITS).

Interpersonal and communication skills to effectively communicate investment proposition to international institutional clients base.

EXPERIENCE:

2021 - SEEKING A NEW PROFESSIONAL OPPORTUNITY

2017-2020 - CAREER BREAK

I decided to take time off the industry to work on a non-finance related passion of mine and turn it into a semi-professional side hustle. It included in-depth study, the development of a website and laying the foundations of a practice which have all been long time personal projects and a goal of mine. 2015-2016 - AXLEWOOD ASSET MANAGEMENT, London/New York Consultant - Digital Liquid Alternative Platform

- Provided consultancy work with regards to the launch of a web based liquid alternative platform

(“AltBuilder”) in the United States to offer a Fintech solution to global liquid alternative investments, providing investors with a digital portal to access ready to use model & specialized portfolios of Alternative UCITS & 40 Act Mutual Funds.

- The consultancy work covered the product and business model, and the marketing, distribution and business development strategy.

- Identification of the opportunity set, definition of the value proposition and investment rationale.

- Definition of the product/business model with detailed platform specification and deliverables.

- Technology development planning and mapping of analytical processes.

- Competition analysis and product positioning with identification of target markets.

- Definition of a suitable distribution model and production of marketing materials. 2012-2014 - HFR ASSET MANAGEMENT, London

Head of UCITS Hedge Funds Distribution

- Set up, launched and marketed the HFR UCITS Hedge Funds Platform:

Structured the indexation methodology allowing full exposure to the Manager’s Investment Strategy

Set up Special Purpose Vehicles and Structured Notes Program underlying the platform structure

Launched the UCITS and AIFMD QIF Hedge Funds on the HFR Managed Account Platform

- Responsible for the selection of leading Hedge Funds managers and the initial introduction of their strategy and product to investors.

- Strategies: Relative Value Fixed Income Corporate & Corporate Credit Arbitrage, Global Multi-Strategy, Macro Fixed Income Emerging Markets, CTA, Equity L/S Growth & Value and Event Driven Distressed

- Marketed the HFR UCITS Platform and Hedge Funds to institutional clients across Europe:

Established distribution partnerships with Financial Institutions and European distributors

Produced all platform and funds’ specific marketing material and delivered clients presentations

Managed road shows and investors meetings, RFP and due diligence processes

- Director on the Board of HFR Asset Management Ireland (AIFMD compliant manager of the HFR QIF Umbrella Trust) and of the HFR Irish UCITS Umbrella Fund 2006-2010 - UNION BANCAIRE PRIVEE, London

Business Development Director – Alternative Asset Management

- Marketed UBP Funds of Hedge Funds and UCITS Funds range to the fund derivatives team and wealth management division of global banks in London, Paris and New York.

- Structured derivatives products linked to UBP Funds of Hedge Funds with fund derivatives teams.

- Launched investment products and arranged leverage and financing solutions in partnerships with banks.

- Delivered clients presentations, managed road shows, coordinated meetings with investors.

- Developed proposals, managed RFP and due diligence process, negotiated pricing and drafted IMAs.

- Oversaw client on-boarding, managed client relationships, provided regular investment reviews.

- Director on the Board of five Funds of Hedge Funds (Bermuda Companies) 2003-2006 - UNION BANCAIRE PRIVEE, London

Head of Client Services & Investment Administration

- Managed the client servicing & administration team (15 staff) responsible for accounts administration, cash management, currency hedging, processing trades’ execution, funds sub/red and monthly investment reports for customised investment mandates, Funds of Hedge Funds and UCITS Funds. 2001-2003 - MORGAN STANLEY INVESTMENT MANAGEMENT, London European Fund Accounting & Administration

- Oversaw the outsourced Fund Administration & Accounting function for the UCITS Funds and the Funds of Hedge Funds, assessing service provider’s level of service through due diligence reviews and visits, ensuring that a strong governance and control framework from a risk and best practice perspective is in place with robust procedures and processes to meet all regulatory and statutory obligations. 1999-2001 - DRESDNER INTERNATIONAL MANAGEMENT SERVICE, Dublin Head of Funds’ Quality Control Unit

- Managed a team (3 staff) responsible for funds’ financial statements, NAV review, investment & regulatory compliance review and client & regulatory reporting for Irish and offshore UCITS Funds. 1998-1999 – SOCIETE GENERALE/RUSSELL ASSET MANAGEMENT, Dublin Head of Fund Accounting

- Set up and managed accounting unit (team of 5 staff) responsible for the valuation, administration, financial accounts and compliance monitoring for multi managers Irish UCITS Funds. 1997-1998 - SOCIETE GENERALE ASSET MANAGEMENT (SGAM), Paris Team Lead (4 staff) - Fund Accounting

- Responsible for the funds’ administration and valuation, financial accounts, compliance monitoring, shareholders servicing and clients investment reporting for French domestic SICAVs and FCPs.

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