Julien B.

Examiner
DISC Type : sc

Portfolio Manager at NS PARTNERS

Geneva Metropolitan Area, Switzerland

Overview

Julien B. is a Fixed Income Portfolio Manager at NS Partners, where he has progressed since joining in 2019, starting in a middle office role. He holds a Master of Science in Management from the University of Geneva, which included an exchange semester at The Chinese University of Hong Kong.

He has a strong commitment to professional development, demonstrated by his recent achievement of passing the rigorous CAIA examinations.

Unique fact: Julien holds the Chartered Alternative Investment Analyst (CAIA) designation, a globally recognized credential for professionals managing alternative investments.

Personality Overview

Process Oriented

Overcautious

Late Adopter

Being observant comes to them naturally.  The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Fixed Income
This is his primary role and area of expertise as a Portfolio Manager for macro and fixed income strategies at NS Partners.
Alternative Investments
His recent completion of the Chartered Alternative Investment Analyst (CAIA) exams signifies a deep and current interest in this asset class.
Portfolio Management
His career shows a clear progression from support and operations roles to his current position as a portfolio manager.

Media Appearances

Julien has no verified media appearances

Work History

4-2021
Portfolio Manager at NS PARTNERS
8-2019 - 3-2021
Middle Office / Operations at NS PARTNERS
10-2018 - 8-2019
Financial Consultant at MG-Atlantic
10-2017 - 10-2018
Portfolio Management Support Specialist at SG M&R
1-2017 - 9-2017
Project Implementation Analyst at Jabre Capital Partners

Education

2012 - 2014
Master of Science in Management from University of Geneva
2013 - 2014
exchange semester for the Master in Management from The Chinese University of Hong Kong

More Information

Social Presence :

Prographics :

Exp : 12 Location : Geneva Metropolitan Area, Switzerland Job Level : Middle Designation : Portfolio Manager at NS PARTNERS
URL has been copied!

Insights For Selling To Julien

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julien is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Julien

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Julien move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Julien take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Julien

Personality Compatibility


Other NS PARTNERS Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.