Mes compétences :
Accounting
Asset management
Compliance
Conformité
fiscalité
Internal control
Management
Middle Office
Relation Clients
Taxation
Valorisation
Valuation
Entreprises
Fonds de Réserve pour les Retraites
- Analyste Appels d'offres
2014 - maintenantMeetings with PMs about various strategies and assets classes;
Definition of investment universe, investment guidelines in case of renewal or launch of RFP
Active participation in the development of the legal documentation;
Quantitative and qualitative analysis of the offers including financial data of the candidate, historical performances, management style, research process, dedicated team, tools, fees, operational capabilities;
Due diligences;
Production and presentation of the offers and the selection to the Managers Selection Committee;
Administration and development of IT tools used for quantitative analysis.
Fonds de Réserve pour les Retraites
- Middle-officer
2009 - 2013Managing the relationship with Managers and B / O
Portfolio valuation all assets classes (Equity, Credit, Swap, Overlay, ILB)
Daily monitoring of Compliance and regulatory ratios
Managing and development of the website for exchanges with Managers
Updating and monitoring of Taxation applied to mandates
Establishment and monitoring of management / performance fees
Accounting Internal Control
Active participation in revisions / developments IS