Tidiane Traore
Senior Investment and Compliance Analyst | Expertise in portfolio management and financial analysis
Montreal
Profil professionnel
Bilingual finance professional with over five years of experience supporting investment teams across portfolio monitoring, multi-asset management, and financial analysis. Currently part of Fiera Capital’s compliance and investment monitoring group, with a strong focus on portfolio strategy integration, asset allocation coding, and risk oversight. Passionate about real asset investments including agriculture and natural resources, and currently pursuing the CFA designation. Experienced with financial modeling (Excel VBA, Python, R) and committed to contributing to responsible, long-term investment strategies.
Vue d'ensemble
6
6
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Expérience
Senior Trading Compliance Analyst
Fiera Capital
Montreal, Canada
2023.07 - 2025.04
- Support daily investment monitoring across multi-asset portfolios (equities, fixed income, derivatives) to ensure alignment with client strategies and investment guidelines.
- Work closely with investment teams on asset allocation integration, focusing on alternative and private market assets.
- Develop customized VBA tools to automate investment compliance controls and enhance portfolio oversight.
- Review and validate hedging activities for derivative exposures across client portfolios.
- Prepare regular performance and compliance reports for institutional clients.
Equity Analyst – Quantitative and Fundamental Research
ESG UQAM
Montreal, Canada
2022.01 - 2023.09
- Conducted deep-dive research on S&P 500 companies, combining financial modeling with sectoral analysis.
- Built diversified portfolios and applied risk management techniques through derivatives-based hedging.
- Developed quantitative models to improve portfolio rebalancing decisions and optimize alpha generation.
- Presented quarterly investment reports and strategic recommendations to the internal investment committee.
Senior Trade Support and Portfolio Analyst
Société Générale
Paris
2021.05 - 2022.03
- Supported portfolio managers by analyzing daily P&L drivers and monitoring portfolio liquidity positions.
- Verified NAV calculations across complex portfolios and collaborated on cash management activities.
- Actively participated in asset allocation reviews and trade financing discussions.
Middle Office Analyst – Portfolio Support
C-Quadrat Asset Management
Paris
2020.10 - 2021.04
- Conducted company and sector research to support portfolio managers’ investment decisions.
- Assisted with equity portfolio rebalancing, monitoring compliance with investment mandates.
- Prepared client-facing performance reports and addressed portfolio discrepancies.
- Oversaw cash flows and managed corporate actions impacting portfolio holdings.
Middle Office Analyst & Product Specialist
HedgeGuard Financial Software
Paris
2019.08 - 2020.07
- Managed daily NAV validations for hedge funds, UCITS, and cryptocurrency funds.
- Monitored trade settlements across equities, fixed income, futures, and options strategies.
- Supported portfolio managers on risk monitoring tools and operational processes.
- Contributed to streamlining client reporting frameworks and enhancing operational efficiency.
Formation
Finance
CFA Level 1
Montréal 2025.01 - 2025.08
Graduate Diploma (D.E.S.S) - Finance
ESG UQAM
2023.01 - 2023.06
Master’s Degree - Trading & Risk Management
INSEEC Business School
2019.01 - 2020.12
Master’s Degree - Banking & Finance
INSEEC Business School
2018.01 - 2018.12
Compétences
- Investment Analysis
- Private Assets & Real Assets
- Portfolio Monitoring & Risk Management
- Financial Modeling and coding (Excel VBA, Python, R)
- Private Equity Support
- Due Diligence Assistance
- Alpha Generation Techniques
- Asset Allocation Optimization
- Derivatives Hedging
Certificats
CFA Level I Candidate
Informations complémentaires
- [Sport] : membre actif d'un club depuis 3 ans
Personnalisé
- Private Equity and Real Asset Investments
- Agriculture and Natural Resource Sectors
- Sustainable Finance and ESG Integration
Langues
French
Bilingue
English
Courant
Chronologie
Finance
CFA Level 1
2025.01 - 2025.08
Senior Trading Compliance Analyst
Fiera Capital
2023.07 - 2025.04
Graduate Diploma (D.E.S.S) - Finance
ESG UQAM
2023.01 - 2023.06
Equity Analyst – Quantitative and Fundamental Research
ESG UQAM
2022.01 - 2023.09
Senior Trade Support and Portfolio Analyst
Société Générale
2021.05 - 2022.03
Middle Office Analyst – Portfolio Support
C-Quadrat Asset Management
2020.10 - 2021.04
Middle Office Analyst & Product Specialist
HedgeGuard Financial Software
2019.08 - 2020.07
Master’s Degree - Trading & Risk Management
INSEEC Business School
2019.01 - 2020.12
Master’s Degree - Banking & Finance
INSEEC Business School
2018.01 - 2018.12