Mes compétences :
Banque privée
Analyse financière
Finance
Entreprises
NYSE Euronext
- IPO Analyst
Paris2013•Implementation of IPO filings for listing on Paris' markets (Euronext, Alternext and Free Market)
•Participation in admission process, client coverage
•Relations with European Financial Marketplace (Paris, Amsterdam, Brussels and Lisbon)
•Strategic developments (key sectors identification, financial analysis)
•Support to Senior Management (analysis, reporting, presentation, financial control)
Morningstar
- CSC Team Leader EMEA South (France, Spain, Italy, Portugal)
2016 - maintenant• Manage day-to-day operations for the Morningstar Direct CSC team in the EMEA South region (France, Monaco, Spain, Italy, Portugal, Andorra)
• Facilitate team member growth and achievement of individual and departmental goals through coaching and mentoring.
• Manage a set of local Clients by promoting product usage, maximizing client retention , helping companies integrate Morningstar products with their workflows and converting Product trials.
• Work cross-functionally with development, Data, Application Services and Corporate IT teams to solve complex issues and communicate product enhancements and updates.
• Collaborate with Global Product Support team managers, global Client Solutions Consultant leaders, and Direct product management.
Morningstar
- Institutional Product Specialist
2013 - maintenant
MERRILL LYNCH
- Financial Advisors assistant
PARIS2008 - 2009Global Wealth Management - Ultra High Net Worth Individuals
•Analysis of investors’ risk profile, asset allocation, construction of portfolio
(Equity,Fixed Income, Structured Products...)
•Selection of family of funds, equity research
•Proposal of equity derivative and structured products, realisation of pitch, trading floor experience
•Prospecting new investors in M&A and IPO situations, economical research, reporting
•Economical and financial research, reporting
