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Juliette BelisJB

Juliette Belis

Sustainable Finance Professional

€850/day
Paris, FR
3-7 years

Average response time: 1 hour

About Juliette

Strategy-driven investment professional with 4-years’ experience across investment and sustainability ecosystems at Paris-based asset managers.

Proven track record of building analytical frameworks, co-managing multi-million euro mandates, and translating complex investment insights into compelling client narratives.

Quadrilingual, AMF & AMF Finance Durable certified.

My experience as a cross-functional project manager within financial institutions enable me to implement meta frameworks for various clients as a freelance consultant.
  • French

    Native or bilingual

  • English

    Native or bilingual

  • Spanish

    Conversational

  • Italian

    Conversational

Can work on-site
Paris (up to 50km)

Experience

  • Montségur Finance
    Portfolio Manager
    BANKING AND INSURANCE
    May 2025 - Today (1 year and 2 months)
    Paris, France
    • Leading the end-to-end management of discretionary mandates and funds-of-funds : asset allocation decisions, portfolio construction, and performance monitoring across a multi-strategy product suite
    • Designing & integrating ESG frameworks into investment processes : from internal policy design through to regulatory reporting (PAI indicators, TCFD 29 LEC, PRI disclosure)
    • Client-facing on investment strategy : conducting structured performance reviews, translating complex investment strategies into clear narratives.
  • Montpensier Finance
    Head of Sustainable Investment
    BANKING AND INSURANCE
    October 2022 - May 2025 (2 years and 7 months)
    Paris, France
    • Led ESG strategy across several multi-million euro equity and fixed income portfolios, acting as the firm's internal subject matter expert across various coverage sectors : Tech & Software, Health, Sports & Wellness, Climate Solutions, European Growth
    • Designed and implemented firm-wide sustainability policies end-to-end: from initial diagnostic through to operational rollout, coordinating across portfolio managers, sales teams, and external label entities (SFDR Article 9, Towards Sustainability, Greenfin, ISR). Spearheaded labelling campaigns requiring rigorous documentation, stakeholder alignment, and project management under regulatory constraints
    • Served as the public voice of the firm on sustainable investment strategy: roadshows, conferences, and client meetings for both retail and institutional audiences, translating complex ESG frameworks into compelling narratives
    • Represented the firm in shareholder engagement coalitions with CAC 40 companies on fair pay practices via the FIR, coordinating with over a dozen corporate counterparts.
  • Sycomore Asset Management
    Sustainable Equity Analyst
    BANKING AND INSURANCE
    January 2022 - July 2022 (6 months)
    Paris, France
    • Supported portfolio managers on social impact and human capital strategies within one of Europe's leading sustainability-focused asset managers
    • Built & deployed a proprietary investment assessment tool to systematically map human rights risks in global supply chains by sector: end-to-end design including structured research, analytical framework development, and cross-sector benchmarking, managing a project combining both technical rigour and creative problem-solving from scratch
    • Represented Sycomore in external ESG coalitions and working groups: FIR, Care Capital, RHSF, developing the ability to operate at the intersection of finance, civil society, and corporate governance.

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Education

  • Bachelor (Licence)
    McGill University
    2020
  • Master
    University of Bath
    2021

Certifications

  • Certification AMF
    Autorité des Marchés Financiers
    2025
  • AMF Finance Durable
    Autorité des Marchés Financiers
    2025

Skill set

Categories