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Kelly MINATCHY

MONTPELLIER

En résumé

I am a student at PAU Business School in France. I'll be graduated in March 2016. I have just finish my graduate internship in Wealth management with an independent private office in Montpellier, in France.

Now, I am lookinf for a VIE (Volunteer for International Experience in the private banking.
My short-term goals will be found a VIE to complete and deepen my Learning of the Professional life. After that, I would like to start my Professional career in an international financial company.

Mes compétences :
Finance de marché
Gestion de patrimoine
Gestion de la relation client
Finance

Entreprises

  • HR FINANCE - Wealth Manager Assistant

    2015 - 2015 Montpellier, FRANCE
    Establishment of a customer qualified file
    Meeting accompanying and back office
    Meeting and lunches with asset managers (presentation of new investment funds)
    Selecting the best investment funds
    Written reports
    Lunches organization around a theme
    Increase website visibility
    Participation in tax and legal trainings
    Training on financial products
    Use of software “Big Expert”
    Recommendations to develop the company

  • Client Associates - Trainee private wealth manager

    2015 - 2015 Indian market study with the Literature
    Study of the previous values of selected investments (Treasury bill & Government Securities)
    Forecasts of Treasury bill & Government Securities using time series model (EViews software)
    Study of the Relationship between Treasury bill & Government Securities (EViews software)
    Analysis of the different results - Effects on the market

  • Global IT University - Accounting Assistant

    2013 - 2013 Clearwater Beach Downtown, Florida, United States
    Vendor listing for different companies
    Prospection of partners to Colleges and Universities for different companies
    Creation of databases on EXCEL
    Check of the banking accounts, recommendations to improve the customer’s website
    Creation of file explaining the procedure of Vendor Listing for the next interns in French and English: word file and audio file with Camtasia software
    Use of software DIALER: software which allows to call people automatically
    Use of the Learning Management System
    Use of the software QuickBooksPro: finance/accounting software

  • Okay-UK - Marketing Assistant

    2013 - 2013 London, UNITED KINGDOM
    Study of the agency’s mix marketing to understand how the agency works
    Daily tasks: secretarial tasks, phoning, mailing, negotiating with customers
    Training of new interns, a strategic analysis of the company and the market thanks to the SWOT Creation of databases for students, schools and universities
    Recommendations to improve the services in agencies

  • ADEP - Sales and communication assistant

    Villiers-le-Bel 2012 - 2012 Sainte-Clotilde, REUNION ISLAND
    Secretarial tasks: reception and transfer of telephone calls, update of database
    Accompanying of the sales force on the follow-up of several clients
    Collaboration with the sales force to prospect new clients: door to door campaigns

  • ADEP - Sales and communication assistant

    Villiers-le-Bel 2011 - 2011 Sainte-Clotilde, REUNION ISLAND
    Secretarial tasks: reception and transfer of telephone calls, update of database
    Accompanying of the sales force on the follow-up of several clients
    Collaboration with the sales force to prospect new clients: door to door campaigns

  • The Montreal Metropolitan of Scouts - Intern

    2011 - 2011 Montreal, CANADA
    Helped the administrative services department: filed, created a new system of classification
    Helped the accounts department: checking the new website regarding the financial agree between the Scout camps
    Prepared of the “safety boxes” written practical information for the camps
    Created of cover for boxes
    Evaluated and proposed new communications tools for the website
    Supported the Scouts groups (welcoming and training of volunteers
    Welcome of members (met members, organization of reception)

  • CITY SPORT GROUPE SPCR - Sales Advisor

    2010 - 2010 Sainte-Clotilde, REUNION ISLAND
    Advised customers
    Updated the prices on the items
    Merchandised the items in the shop (fashion and sport clothes)
    Flyers campaigns

Formations

  • Ecole Supérieure De Commerce De Pau

    Pau 2012 - 2016 Master (Finance)

    PAU BUSINESS SCHOOL, FRANCE
    Minor specialization: Legal and Tax Engineering
    Major specialization: Business Financial Management
    Mixed-programme in ISBF (Indian School of Business & Finance): programme Advanced Corporate Finance (Financial Services & Wealth Management, Strategic Corporate Finance, Project Study, International Finance, Indian Economy & Financial Institution Management)

  • Lycée Polyvalent De Bellepierre (Saint Denis)

    Saint Denis 2010 - 2012 Preparatory class for entrance examns

    Bellepierre, REUNION ISLAND
    Economic Option

  • Lycée Amiral Pierre Bouvet (Saint Benoit)

    Saint Benoit 2009 - 2010 A-Level Economic and Social

    Saint-Benoît, REUNION ISLAND
    Spanish option
    Distinction: pass 60-70%

Réseau

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