Charles Thouery - CFA Level III Candidate

Experience

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  Elior

  May 2012 - Jul 2012

  Responsable d'exploitation d'un site chez Elior

  • Réalisation d’un CA minimum, • Gestion des fournisseurs; Prise des commandes pour les produits.• Aide à la relation Client (fidélité, avantage...)

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  Université Numérique Paris Ile-de-France, Paris 1 Pantheon Sorbonne

  Sept 2012 - Jul 2013

  Sorbonne Junior Conseil

  Responsable relations Humaines au sein de la junior entreprise de la Sorbonne.

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  LVMH

  May 2013 - Jul 2013

  Internal Audit Internship
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  Accor

  Jul 2014 - Jul 2015

  M&A & Real Estate Analyst (Intern)

  - Strategic real estate investment & restructuring for 27 hotels & galleries- Due Diligences, Business Plan, Data Room coordination

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  AXA Investment Managers

  Jun 2016 - Nov 2016

  Strategy & Real Estate Analyst (Intern)

  - Real Estate Asset Manager acquisition (M&A),- Financial Modelling, Data Room coordination, 2020 strategic plan definition

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  Accuracy

  Jan 2017 - Aug 2017

  Financial Analyst

  - Due Diligences : P&L and balance sheet analysis, Ebitda and debt adjustments.- Restructuring : Analysis and restructuring proposal to improve the financial structure of the company.- Decision making : For ex: interest of a joint-venture as a part of company international development.- Financial arbitration/litigation: Process of financial redress, action for damages in case of litigation client/bank for €3.6m.

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  Accenture France

  Nov 2017 - Jun 2022

  For a European Asset Manager (€150bn AuM) – (1 y)Client reporting functional manager for reporting production• Team manager for the whole reporting chain from the data gathering to report dissemination (15 client people)• Reporting IT / functional issue coordination, investigation and resolution,• Change management and governanceFor a Major European Asset Managers (€820bn AuM), Paris – (1 y)Business Analyst Data Quality• Formalization of a reference document detailing the data quality on listed & OTC trades• Formalization of a "Data Certification" & “Recommendation” paper• Team management (2 analysts) Show less For a Major European Investment Bank, Paris – (1,5 y)Business Analyst in Trade Finance for a software integration.• Coordinator between software editor, data provider and client• Functional requirements & specifications on the trade Finance Finastra software Integration• Development supervision with release management process and management issue• Supervise off-shore analysts for developments and testsFor Accenture Post-Trade Processing (APTP), Paris – (0,5 y)• Manage relation between Back-Middle and Front Office to ensure settlement• Monitoring and continuous improvement of the chain's performance by developing new KPIs & analytical tools- Collaborating with off-shore team to outsource development and testsFor the Accenture Post Trade Processing - Securities processing for CIBs Back-Office, Paris- Management of the relationship between the Back-Middle and Front-Office to ensure the “settlement” of operations- Development of KPIs to improve the analysis of "settlement" rejections- Training of teams in India in order to outsource Back-Office functionsCo-Lead, the Gallia Fintech Capital Markets Community Show less

  • Strategy & Management Senior Consultant

    Dec 2019 - Jun 2022

  • Management Consultant

    Nov 2017 - Nov 2019
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  EY

  Jun 2022 - now

  Manager | EY Consulting - Wealth & Asset Management

  Supporting an insurance group's asset manager (€102bn) in the implementation of artificial intelligence across its business operations.• Supporting the identification and scoping of potential use cases to establish the roadmap.Assisting a Swiss Asset Manager (€130bn) with a Pre-Target Operating Model for BRS (Aladdin):• Conducting As-Is analysis,performing Gap Analysis, and developing the To-Be model based on functional specifications and customer workshops.Supporting the Strategy for Launching a New Private Equity Product (€30bn) for an Asset Manager:• Identifying the target audience and sizing the market, including opportunities by geographical area.• Structuring legal investment vehicles and benchmarking structuring options in collaboration with the EY legal team.• Developing a distribution strategy, focusing on a private platform and client experience.Stream Lead & Program Manager for Redefining Credit Risk Models for a Leading European Bank:• Preparing support materials for the steering committee and overseeing task forces for ad-hoc requirements.• Assisting the client in preparing response materials for ECB inspection requests as part of the credit model review.• Supervising remediation and data quality improvement efforts.• Serving as Stream Lead (PMO) for the implementation of CRR3 (Capital Requirements Regulation 3).Manager for Outsourcing & Capability Assessment in Defining the Strategic Plan for the Information System (SI) of an Asset Manager (€1100bn AUM):• Managing cross-border teams.• Benchmarking asset servicers.• Performing gap analysis and capability assessment.• Developing recommendations, blueprint, and Target Operating Model (TOM). • Preparing deliverables for Comex members.Supporting an International Bank in Defining Their Materiality Assessment (ESG):• Developing a high-level action plan to implement the bank's ESG regulatory requirements.• Preparing materials for Comex. Show less