Pierre Marques

Examiner
DISC Type : cs

Middle Office Investments Manager at UMR Retraite

Nantes, Pays de la Loire, France

Overview

Pierre Marques is a Middle Office Investments Manager at UMR, specializing in multi-asset portfolios including private equity and structured products. A graduate of IGR-IAE Rennes with a Masters in Finance, he holds an AMF certification and a certification in Sustainable Finance, underscoring his expertise in ESG.

Pierre demonstrates strong initiative and organizational skills, having successfully organized a conference on real estate and fiscal optimization at the Golf de Cholet during an internship. This experience points to a proactive nature and an interest in event management within professional settings.

As an intern, he independently organized and presented at a conference focused on real estate investment and tax optimization.

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

Sustainable Investing
Holds a "Formation Finance Durable" certification and lists ESG as a key skill, indicating a professional focus on sustainable and responsible investment principles.
Multi-Asset Management
His experience at both UMR and Crédit Mutuel Asset Management involves managing diverse portfolios including stocks, bonds, private equity, and structured products.
Real Estate Optimization
Showed early career initiative by organizing a conference on real estate and tax optimization during his internship at CIC Ouest.

Media Appearances

Pierre has no verified media appearances

Work History

9-2024
Middle Office Investments Manager at UMR Retraite
8-2022 - 8-2024
Multi-Asset Portfolio Manager at Crédit Mutuel Asset Management
2-2022 - 3-2022
Conseiller en gestion de patrimoine at CIC Ouest

Education

9-2022 - 7-2024
Master Finance - Parcours Audit from IGR-IAE Rennes
2019 - 5-2022
Licence from Université catholique de l'Ouest

More Information

Social Presence :

Prographics :

Exp : 3 Location : Nantes, Pays de la Loire, France Job Level : Middle Designation : Middle Office Investments Manager at UMR Retraite
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Insights For Selling To Pierre

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

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Pierre is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Pierre

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Pierre move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Pierre take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Pierre

Personality Compatibility


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