Joffrey Bellicha Meller is Vice President, Equity Research at Bank of America Merrill Lynch, with past experience at Societe Generale Corporate and Investment Banking, Kepler Cheuvreux, Alquity Investment Management, studied at ESSEC Business School.
Bio
I am a Vice President in Equity Research at Bank of America, where I currently cover the EMEA Consumer Discretionary sector. Throughout my career, I have developed deep expertise in fundamental analysis across the Consumer Staples, Paper & Packaging, and Capital Goods industries. I am recognized for my research, having achieved top-three rankings in the Institutional Investor surveys for my coverage of Paper & Packaging and Tobacco and top 5 ranking in Retailing General and HPC categories in the last 2 years.
Vice President, Equity Research at Bank of America Merrill Lynch
EMEA Consumer Discretionary (Since June 2024)
Lead: Inditex, H&M, Zalando, Next, ABF, Galderma, Beiersdorf, Puig, Interparfums, Douglas
EMEA Consumer Staples Equity Research (January-September 2024)
Lead: British American Tobacco, Imperial Brands, Galderma, Puig, Interparfums
IPOs: Galderma
EMEA Paper & Packaging Equity Research (September 2021 - January 2024)
Lead: UPM, Stora Enso, SCA, Mondi, Smurfit Kappa, DS Smith, SIG Combibloc, Sappi, Billerud, Verallia
II 2022: Runner-up (#5)
II 2023: #3
II 2024: Paper & Packaging #3, Tobacco #3
Associate, Equity Research at Societe Generale Corporate and Investment Banking
European Capital Goods team
Lead analyst - KION Group, Knorr-Bremse, Nexans, Prysmian, Rexel
Secondary analyst - Schneider, Legrand, Alstom, Vestas, SGRE, Nordex, Signify
Equity Research Analyst at Kepler Cheuvreux
Capital Goods team
Primary research for 4 IPOs: Varta AG, Siemens Healthineers, Alfen, Knorr-Bremse AG
Equity Research Intern at Alquity Investment Management
Capital Goods team
Investment Analyst Intern at Alquity Investment Management
Africa Fund & LATAM Fund - Equities
Main roles:
- Building DCF models and forecasting results for listed companies in Telecoms, Utilities, and Capital Goods sectors
- Conducting in-depth fundamental analysis of mid and large-cap companies in LatAm and Africa
- Realized a long investment representing 2.5% of the Africa fund in an African Telecom company
- Participating in company meetings and meeting with senior management of 30+ listed companies in LatAm and Africa
- Supporting on a daily basis a Portfolio Manager on a unconstrained strategy including equities and bonds
- Preparing extensive research papers concerning Environmental, Social and Governance measures in covered companies
Junior Hedge Fund Analyst at Darius Capital Partners
Fund of Hedge Funds
Main roles:
- Realizing quantitative/qualitative analysis of hedge funds covering L/S equity, event-driven, and global macro strategies
- Participating in portfolio construction and due diligence reports
- Managing the internal hedge fund performance database
Junior Recruitment Consultant at RCBF Executive Search
Finance & Consulting
Main roles:
- Sourced and screened resumes of interview candidates on behalf of five clients
- Evaluated abilities and motivations by conducting in-person interviews for senior positions
- Closed seven contracts for clients who all renewed their agreements with RCBF
Business Developer at Bplus
Beuchat Chronographes
Main roles :
- Researched new clients in the United States, Turkey and South America and led primary negotiations
- Organized the firm’s presence at the Watch & Clock fair in Hong Kong
Intern at Nuclétudes
Business and Project Management
Main roles:
- Conducted analyses of fitting project management software
- Organized meetings with multiple developers to brainstorm possible solutions to the company’s needs
- Presented a final report which included summary of research and recommendations to senior managers
Education
Bachelor of Business Administration (B.B.A.) at ESSEC Business School
Activities and societies: ESSEC Transaction, Investment Fund
Bachelor’s Degree, Finance and Emerging Markets at Pontifícia Universidade Católica do Paraná
Study-abroad program
Bachelor’s Degree, Business Administration at Koç University
Study-abroad program
High School, Scientific Baccalaureate with International Option at EABJM
Activities and societies: Debate Club, Pour un Sourire d'Enfant (Co-Founder)
Frequently Asked Questions
Who is Joffrey Bellicha Meller?
I am a Vice President in Equity Research at Bank of America, where I currently cover the EMEA Consumer Discretionary sector. Throughout my career, I have developed deep expertise in fundamental analysis across the Consumer Staples, Paper & Packaging, and Capital Goods industries. I am recognized for my research, having achieved top-three rankings in the Institutional Investor surveys for my coverage of Paper & Packaging and Tobacco and top 5 ranking in Retailing General and HPC categories in the
What is Joffrey Bellicha Meller's professional background?
Joffrey Bellicha Meller's experience includes: Vice President, Equity Research at Bank of America Merrill Lynch (Sep 2021 – Present); Associate, Equity Research at Societe Generale Corporate and Investment Banking (Sep 2018 – Sep 2021); Equity Research Analyst at Kepler Cheuvreux (Feb 2018 – Sep 2018); Equity Research Intern at Alquity Investment Management (Jun 2017 – Jan 2018); Investment Analyst Intern at Alquity Investment Management (Feb 2016 – Aug 2016); Junior Hedge Fund Analyst at Darius Capital Partners (Jul 2015 – Dec 2015); Junior Recruitment Consultant at RCBF Executive Search (Jan 2014 – Jul 2014); Business Developer at Bplus (Jul 2013 – Aug 2013); Intern at Nuclétudes (Jun 2012 – Sep 2012).
Where did Joffrey Bellicha Meller study?
Bachelor of Business Administration (B.B.A.) at ESSEC Business School (2011 – 2015); Bachelor’s Degree, Finance and Emerging Markets at Pontifícia Universidade Católica do Paraná (2014 – 2014); Bachelor’s Degree, Business Administration at Koç University (2013 – 2013); High School, Scientific Baccalaureate with International Option at EABJM (1996 – 2011).
How can I find Joffrey Bellicha Meller online?
Joffrey Bellicha Meller can be found at: LinkedIn: https://uk.linkedin.com/in/joffrey-bellicha-meller-8459b42a.