Romain Thebaud
Frankfurt
Summary
Financial markets professional with 9 years of experience across structured products, securitization, corporate & investment banking, and asset management. Expertise in cross-asset strategies spanning Equities, Credit, Rates, and FX, underpinned by a macro-driven investment approach. Demonstrated success in both sell-side and buy-side environments, delivering actionable insights and tailored investment solutions for institutional clients. FCA Certified with approved CISI Securities, Derivatives, and Regulations certifications, ensuring strong compliance knowledge and risk management expertise across diverse markets.
Key strengths:
- Cross-asset expertise across Equities, Credit, Rates, and FX
- 6 years of combined experience in Structured Products and Securitisation
- Multilingual professional with experience across London, Frankfurt, Zurich, Paris
- Contrarian, value-driven investor with a long-term macro perspective
Overview
13
13
years of professional experience
5
5
Certifications
2
2
Languages
Work History
Consultant/Investor Relations – (Senior) Associate
Lazard Asset Management
01.2024 - Current
- Develop actionable investment narratives for institutional clients, driving engagement and supporting decision-making
- Partner with Portfolio Managers to communicate cross-asset strategies and macro insights, enhancing client understanding and trust
- Deliver tailored client materials aligned with client objectives and regulatory requirements, contributing to retention and growth
- Contribute to internal discussions on macro trends and market dynamics, influencing investment strategies and portfolio positioning
- Support the retention of existing mandates and the acquisition of new ones across multiple asset classes (Equity, Fixed Income, Thematic), collaborating with cross-functional teams to develop tailored investment solutions and marketing collateral
Securitisation Origination/Structuring – Associate
ING
01.2020 - 01.2023
- Originated and structured securitisation transactions across Auto ABS, Consumer ABS, and RMBS, including high-profile deals like Silver Arrow (Mercedes-Benz), Driver (Volkswagen), and Bavarian Sky (BMW), with several hundred million euros in issuance.
- Led cross-functional teams (Risk, Legal, Compliance, Treasury, Syndicate) to ensure smooth deal execution and adherence to risk management and compliance standards.
- Developed market updates and pitch materials, driving transaction origination and enhancing investor positioning.
- Provided market insights and analysis on European structured finance, assessing asset performance, spread movements, and investor demand to inform transaction structuring.
- Evaluated macroeconomic and credit factors impacting securitisation structures, ensuring well-informed structuring decisions and portfolio performance monitoring.
Cross-Asset / Structured Products Specialist – Analyst
Itaú Unibanco
01.2017 - 01.2019
- Crafted tailored cross-asset investment solutions (Equity, Credit, Rates, FX) based on market conditions and client objectives
- Led product approval processes, contributing to the development and launch of new investment solutions
- Supported internal private banking platforms (Zurich, Miami) by enhancing client-facing materials and aligning offerings with client needs
- Monitored macro trends and market developments to identify opportunities and refine product offerings
Cross-Asset / Structured Products Sales – Analyst
Société Générale CIB
01.2016 - 01.2017
- Supported structured product distribution to institutional clients in the DACH region, directly contributing to revenue growth
- Developed client-facing materials (term sheets, presentations) to align with market conditions and client objectives, enhancing product uptake
- Monitored market trends and competitor positioning, identifying opportunities to improve investment offerings and client discussions
- Assisted with client relationship management by responding to product inquiries and providing timely market insights
Fixed Income Sales & Trader – Intern
UniCredit
01.2015
- Assisted with bond market activities, supporting trade execution for CHF-denominated instruments
Money Market Sales & Trader – Intern
Bred Banque Populaire (BPCE/Natixis Group)
01.2013 - 01.2014
- Assisted in trade support and market monitoring, contributing to client communication and trade execution
Education
Exchange Semester - Finance & Capital Markets
EBS Universität Für Wirtschaft Und Recht
Oestrich-Winkel2015
Master of Science - Finance
Toulouse Business School
Toulouse 04.2001 -
Bachelor - Finance/Management
Toulouse Business School
Toulouse2012
Exchange Year - Business & Finance
Dublin Business School
Dublin01-2011
Baccalauréat - Economics And Science
Lycee Jean Monnet
04.2001 -
Skills
Structured products
Securitisation
Corporate & investment banking
Asset management
Cross-asset / Multi-asset
Macro
Fluent in English, German and French
Buy-side & Sell-side
Almost 10 years of financial markets experience
Certification
Bloomberg Market Concepts (BMC)
Interests
Sports, chess, travel, writing, wine
Additional
- Invited speaker at Toulouse Business School and Finance Vision Network
- Former national-level table tennis player
Timeline
Consultant/Investor Relations – (Senior) Associate
Lazard Asset Management
01.2024 - Current
Securitisation Origination/Structuring – Associate
ING
01.2020 - 01.2023
Cross-Asset / Structured Products Specialist – Analyst
Itaú Unibanco
01.2017 - 01.2019
Cross-Asset / Structured Products Sales – Analyst
Société Générale CIB
01.2016 - 01.2017
Fixed Income Sales & Trader – Intern
UniCredit
01.2015
Money Market Sales & Trader – Intern
Bred Banque Populaire (BPCE/Natixis Group)
01.2013 - 01.2014
Master of Science - Finance
Toulouse Business School
04.2001 -
Baccalauréat - Economics And Science
Lycee Jean Monnet
04.2001 -
Exchange Year - Business & Finance
Dublin Business School
Exchange Semester - Finance & Capital Markets
EBS Universität Für Wirtschaft Und Recht
Bachelor - Finance/Management
Toulouse Business School