Experience

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  Mca finance

  Jan 2023 - Feb 2023

  Compliance and internal control assistant

  • Drafting of specifications/presentation to management for the development of private asset management reporting• Assist private managers in organizing events for Financial Investment Advisors• Support the daily production of regulatory risks (monitoring of global exposures, stress tests, liquidity risk management)• Participate in calls and meetings with clients to present new illiquid investment opportunities

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  Caceis

  Mar 2024 - Jun 2024

  • Managing relationship with international institutional and retail investors leveraging language skills by answering to queries• Acting as a primary point of contact for investors, addressing inquiries and providing information related to investor services• Interaction with different actors of the market as Brokers, Platforms and Distributors in order to provide an excellent client experience.• Answering investors’ requests in the CRM system while respecting tight deadlines Fund Execution Department• Manage the migration of RBC funds to CACEIS Bank• Contact the various Transfer Agents in order to confirm the correct execution of the transfers

  • Investor Services Officer

    Jan 2024 - Jun 2024

  • Fund Dealing Officer

    Mar 2024 - Apr 2024
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  Patrival

  Jul 2024 - Dec 2024

  Portfolio manager assistant

  • Assisting managers with their daily operations and requests• Performing weekly net asset value checks for various Patrival mutual funds• Clearing order instructions and tracking discrepancies between management, counterparties, and custodians• Creating sales presentations and fulfilling client and prospect documentation needs • Develop and optimize management support tools• Contribute to the supply of repositories (customers, securities, funds, etc.) and ensure their completeness• Optimize the use of databases (VBA and Python) Show less