Willy Roumane

VP - Portfolio Manager at iM Global Partner

Willy Roumane has a diverse work experience spanning various roles and industries. Willy'smost recent position is as VP - Portfolio Oversight at iM Global Partner, starting in May 2021. Prior to this, they worked at Pictet Group as a Client Relationship Manager from December 2016 to April 2021. Willy also has experience in project management at RBC Investor & Treasury Services from August 2014 to January 2015. Additionally, they worked as an Analyste at TRANS-MISSIONS Falières&Associés from August 2013 to January 2014, and as an Assistant Accountant at FIDUCIAL from January 2012 to June 2012.

Willy Roumane, CFA, CAIA, pursued their education in a chronological manner. Willy obtained a Bsc Bachelor in Business Administration degree, known as "Licence AES," from the University of Strasbourg, where they studied from 2008 to 2012. Following that, from 2012 to 2016, they attended KEDGE Business School, earning an Msc Master in Management degree under the "Programme Grande Ecole." In 2015, they participated in an exchange semester at Dublin City University, focusing on Business and Management. Additionally, they received various certifications, including the CFA Charter in 2020 and the CAIA Charter in 2023. Willy also acquired certifications in Responsible Investment from the PRI Academy and CESGA from EFFAS - The European Federation of Financial Analysts Societies. Furthermore, they achieved a TOEFL score of 100/120 in 2016.

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Timeline

  • VP - Portfolio Manager

    May, 2021 - present