À propos
Investment Operations Manager at Gresham Banque
Personnalité
Le Consul
Les ESFJ sont des personnes sociables et attentionnées. Ils excellent dans la création d'harmonie et le soin des autres. Loyaux et coopératifs, ils sont souvent attirés par la santé, l'éducation, le social, les RH ou l'événementiel.
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Parcours professionnel
Investment Operations Manager - Middle Office
GRESHAM Banque
2025
- Process orders on Unit-Linked Funds with various counterparties for the invested vehicles (mutual funds, structured products, Equity ETFs, etc.) - Monitor orders with counterparties (custodians, structured product issuers, and order givers within the Group's Client Services department) - Reference and configure new investment vehicles using both Gresham Bank's Back-Middle Office tools and the Group's collaborative tools - Record and track all corporate actions occurring in Unit-Linked Fund portfolios and forward them to the relevant Client Services teams - Participate in reporting work in conjunction with the Group's various departments (Accounting, Technical Department, Compliance, Client Services, etc.) - Monitor and validate daily prices and net asset values received from our financial data providers - Monitor the FID and FIC portfolios of the Group's Luxembourg branch - Actively participate to the improvement of processes and tools, as well as to the automation of activity within our scope
Financial Advisor specializing in Wealth Management
Prodemial
2025
Analyze clients' financial situations to propose tailored investment, savings, and tax optimization strategies. Advise on estate planning, retirement preparation, and wealth transmission. Develop and manage personalized investment portfolios according to client objectives and risk profiles. Monitor market trends and financial products to ensure clients receive up-to-date advice. Ensure regulatory compliance (KYC, AML) and maintain accurate client records. Build long-term client relationships based on trust and confidentiality. Coordinate with legal, tax, and insurance specialists to deliver comprehensive wealth management solutions. Conduct regular portfolio reviews and adjust strategies based on client life events and market evolution.
French Financial Editor
FastBull
2024 - 2025
Analyse financial markets and trading assets, including stocks, bonds, FX, precious metals, cryptos; Analyse the macro-economic situations of major countries; Collect, select, and filter key financial information, keep pace with market trends and hot topics; Assist in translation and proofreading tasks relating to offline events, website, etc. Answer financial questions for customers on the website.
Trade Finance Professional
Euro Exim Bank
2024 - 2025
Client Operations Officer OST/Dividends
CACEIS
2024 - 2025
Check and create the due date in Web To Host Creation of the transaction (cash payment or dividend reinvestment) in COST Calculation of net and referred unit prices Checking and repairing the format of OST instructions received by SWIFT Control and application of specific tax rules (EUR currency
Data Officer
CACEIS
2022 - 2023
Project management, from requirements gathering to production launch VBA/SQL implementation of a productivity statistics dashboard for the statistics dashboard Statistical analysis of productivity Data control and analysis UCI/OPCVM ISIN code creation and modification
Mathematics Teacher
Solutions Cours
2021 - 2022
Financial Analyst/ Front Office support
UCA SGI
2021 - 2021
Front Office Support Negotiable debt securities and fungible Treasury bonds operations Creation of VBA macro & calculation of financial ratios P/E NAV, P/G Implementation of a VBA Dashboard to monitor financial operations and securities accounts Drafting of investment letters Drafting of technical and financial specifications
Certificate of Specialization, Science in Data Science
Ball State University
Formation académique
Master's degree, Finance de marché & Trading
ESG Finance
2021 - 2023
Formation académique
Bachelor's degree, Banque finance assurance
UATM Gasa Formation
2018 - 2021
Formation académique
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