Swiss – 38 years

PROFILE & SKILLS

  • Finance
  • Asset Management
  • Transversal knowledge of banking activities
  • Confirmed experience in banking software
  • Project Management
  • Financial instruments
  • Follow-up of portfolios
  • Data Analysis
  • Certification Simcorp Dimension

PROFESSIONAL EXPERIENCE

SEDONA GROUP

  • Participation in the development of a major tool (PMS) dedicated to the external managers of the bank (Project Management)
  • Analyze business requirements
  • Coordination between the business (External Asset Managers) and the software provider in the development of the project
  • First point of contact for business requests linked to the project
  • Reporting project progress to the Program Management
  • Participation in the implementation phase of the Avaloq software package used by the Group for the testing part (UAT tests and non-regression tests)
  • Planning & Pilot Manager: Organization of the planning of the KBU test phases (Release, UAT and NRT) and 2nd level support to the users
  • Generate new business opportunities using different methods: prospecting, creating a professional network, recommendations, cold phoning
  • Monitoring and retention of portfolio clients, piloting commercial propositions for our customers
  • Organizing events to develop the company
  • Support the Marketing team for the establishment of documentation
  • Support to the HR team to find new consultants
  • Setting up a new CRM system
  • Troubleshooting and participation in process improvements
  • Improved analysis and report generation processes
  • Performance monitoring and analysis of the consistency of reports
  • Maintenance of records in the database
  • Support the production team Reporting on Simcorp Dimension
  • Reconciliation of funds on Simcorp Dimension
  • Provide level 3rd support on Simcorp Dimension (data mining, asset allocation grid, etc)
  • Coordinated an automation project of weekly and monthly reports to management
  • Technical support to management team on IT tools used by the bank
  • Active participation in the activities of the Risk monitoring team (analysis of reports, monitoring of investment limits, etc)
  • Writing functional specifications and operational flows

BANQUE PRIVÉE SYZ

  • Follow-up of portfolios
  • Coordinate the valuation process of the bank’s funds (e.g. NAV calculations, FX impact, Expenses, etc)
  • Monitor the monthly processes between custodians and portfolio managers
  • Update prices, set up instructions to the custodians
  • Forex exposure calculation and communicated hedging instructions
  • Reconciliation of the portfolios
  • Investment Funds billing

UNION BANCAIRE PRIVÉE

  • Follow-up of portfolios
  • Coordinate the valuation process of the bank’s funds (e.g. NAV calculations, FX impact, Expenses, etc)
  • Monitor the monthly processes between custodians and portfolio managers
  • Update prices, set up instructions to the custodians
  • Forex exposure calculation and communicated hedging instructions
  • Reconciliation of the portfolios
  • Coordinated the migration of portfolios following a new acquisition
  • Creating procedures and operational flows
  • Coordination with members of the management team, reporting and performance

GOTTEX FUND MANAGEMENT Sàrl

  • Follow-up of portfolios (Gottex Multi Asset Endowment, Tiger, Omega, Horizon)
  • Coordinate the valuation process of Funds products (e.g. NAV calculations, FX impact)
  • Monitor the monthly processes between custodians and portfolio managers
  • Update prices, set up instructions to the custodians
  • Produce reports and communicate them to portfolios managers
  • Maintain the general ledger in a daily basis as required by accounting standards
  • Generating month end balance sheet reports
  • Troubleshooting and maintain accuracy of accounting system
  • Maintain accurate supporting records for the entries in the general ledger
  • Coordination with the other members of the Operations & Finance teams

BANQUE SCS ALLIANCE

  • Monitor standing payment instructions and booking of transactions
  • Troubleshooting
  • Maintain internal control standards, including timely implementation
  • Monitor and follow-up of the execution of operations
  • Set up and monitoring of standing instructions by Euroclear/Fundsettle
  • Regular contacts with all involved departments of the bank
  • Monitor and follow-up of the timely execution of subscription and redemption orders for mutual funds and hedge funds
  • Operation and administrative support to the front office

CRÉDIT AGRICOLE (SUISSE) S.A.

  • Setting up the interbank limits file for approval by supervisors
  • Monitor standing interbank payments and set up and execute instruction transfers by Swift
  • Review timely and accurate records of corresponding banks, maintain records of account invoices and corresponding banks
  • Contacts and correspondence with the main counterparties and intermediaries to the bank
  • Follow-up and resolution of pending issues (troubleshooting)
  • In charge of mutual fund transfers for 6 months
  • In charge of 10 corresponding banks client (Business Process Outsourcing)
  • Operational and administrative support to the department

EDUCATION

  • 2018-2019: AZEK – Certified International Investment Analyst – CIIA

  • 2004-2006: Haute Ecole de Gestion Lausanne

  • July 2000: Swiss Maturité Fédérale, Economics Major

CERTIFICATION

  • February 2016: Simcorp Dimension Certification

  • November 2015: Advanced Excel

  • March 2009: IFGP Wealth Management Diploma, Geneva

  • June 2008: CYP Diploma (CFC in banking)

LANGUES

French 100%
English 90%
*German 30%

*Ongoing refresher courses

IT SKILLS

Winbiz | Crésus | Nucleus 09 | ISM 09 | Counterbooks |Banking softwares | HP Quality Center | S2i | Telekurs | Euroclear/Fundsettle | Plateforme Citco | Matshare (Comoda) | Investier (Sungard) | Bloomberg | Webfolio | Vestima | Apsys | Olympic | Simcorp Dimension | SQL (basic knowledge)

DOCUMENTS

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