
Timeline
About me
Financial products & Reporting specialist | Data structuring & Quality | Asset & Wealth Management | PMS Migration & Performance optimization
Education
Ibm
-Certification in progress artificial intelligenceCertification in Artificial Intelligence and Business Application
Peak beings yoga
2021 - 2021200h ytt (certified yoga alliance) unified yoga teacher trainingAriusyoga
2020 - 2020Warrior yoga teacher 30h warrior yogaAsc international house geneva
2014 - 2014Level b2 intensive english coursesEsclarmonde sa
2008 - 2009Massage therapy/therapeutic massageChateau de pommard
2021 - 2021Wset level 1 oenologyChateau de pommard
2021 - 2021Wset level 2 - pass with distinction oenologyUniversité françois rabelais de tours
2000 - 2003Licence administration economique et socialeUniversité de tours
-Coaching ways
2019 - 2020Coaching- Formation chez Coaching Ways Suisse (accrédité ICF) : approche structurée du coaching appliquée aux environnements professionnels.- Développement des compétences en écoute active, intelligence émotionnelle et accompagnement au changement.- Maîtrise des outils du coaching : PNL, mindset stratégique et leadership.- Amélioration des interactions professionnelles, de la communication et de la gestion des relations.- Intégration d’une approche humaine pour favoriser la prise de… Show more - Formation chez Coaching Ways Suisse (accrédité ICF) : approche structurée du coaching appliquée aux environnements professionnels.- Développement des compétences en écoute active, intelligence émotionnelle et accompagnement au changement.- Maîtrise des outils du coaching : PNL, mindset stratégique et leadership.- Amélioration des interactions professionnelles, de la communication et de la gestion des relations.- Intégration d’une approche humaine pour favoriser la prise de décision et optimiser la collaboration.- Vision orientée performance, adaptation et efficacité dans un environnement en constante évolution. Show less
Ifage
2013 - 2014Private banking finance and financial management services major- Asset allocation, marchés et produits financiers- Cadre juridique, compliance et fiscalité- Traitement des opérations financières et relation client- Comptabilité et analyse financière
Experience
Brt sa
Dec 2014 - Dec 2019Wealth management analyst - vp- Enhancement of the procedures and tools (all BPO related topics)- Datafeed development project- Morning process automation project- Management level reporting (Group products revenues)- Profitability reports for CEO and COO of our clients- Client level reporting (Performances, asset allocation)- Rebates calculations, reconciliation and analysis- Accounting reporting (accrued revenues/incomes by manager)- Answering clients regarding performance attribution, revenues etc- Back-up for several BRT client’s teams- Input/update/check transactions Data in APX and ClearVision - Update and verify securities valuations- Portfolios reconciliation against bank statements and datafeeds- Maintain performance database- Support the Relationship Managers (information and analysis) Show less
A-xiom solutions
Jan 2021 - Dec 2022Senior operational consultant- Monitoring and validation of PMS migration projects (wealth management)- Management Level Reporting and accounts consolidation- In-depth analysis of business needs to define clear and actionable requirements, ensuring alignment between stakeholders and technical teams- Investment data management- Operational troubleshooting- Clients assistance and support Level 3
Mydesq services
Jan 2023 - Jan 2025Business analyst- Portfolio Management System migration (monitoring and data validation- Bank datafeed mapping enhancement- Positions and transactions mapping (SQL)- Ticketing on JIRA (UI/UX and reporting services) / Support Level 3- User stories & requirements eliciting and testing (FAT/Test integration)- Extract and manipulate data from DB to provide insightful information and analysis to the clients- Reporting audit and enhancement- Financial products lifecycle (focus on Private Equitiy and in-house Funds)- Agile methodologies- Act as a bridge between business stakeholders and development teams, translating business needs into actionable technical requirements Show less
Licenses & Certifications
- View certificate
Responsive website creation with webflow
Coursera project networkMar 2025 - View certificate
Ai for project managers and scrum masters
Coursera instructor networkOct 2024 - View certificate
Api testing a real web application via postman
Coursera project networkOct 2024 - View certificate
Api testing with postman tool
Coursera project networkOct 2024 - View certificate
Client needs and software requirements
University of albertaOct 2024 - View certificate
Jira - user story
Coursera project networkOct 2024 - View certificate
Artificial intelligence essentials v2
IbmOct 2024 - View certificate
Software engineering essentials
IbmSept 2024
Volunteer Experience
Volunteer
Issued by Croix-Rouge genevoiseAssociated with Clɑire Musielɑk
Recommendations
Ines de bock
Agent immobilierNîmes, Occitanie, FranceMurekatete marie claire (pmp®)
GHC & SWE Awards Winner | Technical Program Manager at Intel CorporationUnited StatesLinda iermano’
Operatore socio-sanitario presso Azienda Usl Toscana Nord-OvestPisa, Tuscany, ItalyPurvang naik
SR. Project ExpeditorSharjah Emirate, United Arab EmiratesYogita padake
YOGITA VASANT PADAKEMumbai, Maharashtra, IndiaMauricio petaccia
Data Scientist | Machine Learning Engineer | Monte Carlo Simulation Expert | Computational PhysicistMendoza, Mendoza, ArgentinaArun prasath
Deputy Manager- Branch operations at RBL Bank LtdChennai, Tamil Nadu, IndiaGrace bungabong
Procurement Administrative Coordinator at MPM Properties - Abu dhabi Islamic BankUnited Arab EmiratesCorentin buron
CourtierRennes, Brittany, FranceRoberta leão
atendimento publicitário | marketing estratégico | digitalSão Paulo, São Paulo, Brazil
...