Menu

Louis REVEL

Genève 11

En résumé

Financial Markets expert successful in dealing with operational matters, creating and improving processes, executing trades. Skilled in financial instruments, including equities, bonds, FX, derivatives, and commodities; proficient in NAV validation and BO/MO operations. Strong technology and leadership competencies. Flexible in responding to constantly changing organizational demands. High level of integrity and the ability to motivate, and energize. Area of Expertise:
 Financial Information Providers
 Fund Reporting
 Nav Validation
 FX Hedging  Operations & Risk Management
 Internal Controls / Reporting
 Communications Skills
 Trade execution  Process Improvement
 Empowering Attitude
 Strong Problem Solver

Mes compétences :
Financial services
Hedge funds
Middle Office
Foreign Exchange
Equities
Derivatives
Reconciliations
treasury monitoring
supervised implementation
back office
Process Improvement
Presented office analysis
Managerial Skills
Fund Accounting
Finance & Management
Communications Skills
Commodities
Brokerage
Asset Allocation

Entreprises

  • Dynagest - Middle Officer Manager

    Genève 11 2010 - 2017  Promoted the professional growth of the team and provided daily trade reconciliation, performed investigation and margin calls monitoring, including bonds, equities, FX, and derivatives.
     Oversaw fund valuation, NAV validation, advisory mandates, brokerage reporting, and trade execution, which consisted of FX hedging and treasury monitoring.
     Planned, organised, executed, and supervised implementation of goals. Developed and maintained relationships with clients, Brokers and banks.

  • BankMed (Suisse) SA - Middle Office Trading Desk

    2009 - 2010  Expertly calculated NAV for internal funds, managed subscription and redemption operations; performed BO accounting on FX, equities, bonds, structured products, and various derivatives.
     Prepared and presented monthly financial results to the divisional executive management team. Delivered operating results to senior management regularly.

  • HSBC PRIVATE BANK (SUISSE) SA - Middle Office Analyst

    2006 - 2008 * Expertly handled HNW client portfolio valuation, performance allocation, treasury estimates, and monitoring. ;
    * Presented office analysis including, back office hedge fund accounting, reconciliation, and investigation.

  • HSBC Private Bank (Suisse) SA - Junior Portfolio Administrator

    Paris 2006 - 2008 Junior Portfolio Administrator, HSBC PRIVATE BANK, (Suisse) SA:
    - 18 months spent in the BO Hedge Funds: Deal Booking, Cash & Stock Investigation (Switch, Roll-up, Gate payments, Partial payments, Equals, Side pocket investments…), Troubleshooting.
     Expertly handled HNW client portfolio valuation, performance allocation, treasury estimates, and monitoring.
     Presented office analysis including, back office hedge fund accounting, reconciliation, and investigation.

  • Société Générale Securities Services - Project Assistant

    Colombes 2005 - 2006 Project Assistant (Volontariat International en Entreprise)
    * Depositary Bank set-up for Lyxor Asset Management Italy: Subscription/Redemption, Transfer Agent, and Regulatory
    controls set-up for Bank of Italy.

  • Société Générale Securities Services - Middle Officer Project Framework

    Colombes 2005 - 2006 Creation of a depositary bank for SOCIETE GENERALE SECURITIES SERVICES,
    Milan:
    - Operations: Depositary controls (management & incentive fees, Nav, regulatory
    ratios, reconciliation…), Transfer Agent, Shareholder Registrar.
    - Reporting to Bank of Italy, Management Company, Investors,
    - Procedures for Subscriptions/redemptions process, Transfer Agent
    and Reporting activities
    - Project: IT (“needs request”), Billing of the Depositary and Transfer
    Agent activities, Italian regulations and fund prospectus Analysis.

Formations

  • CFA Institute (Charlottesville, Va)

    Charlottesville, Va 2015 - maintenant CFA Level II Candidate

    CFA Level II Candidate for the june 4th 2018 exam;

  • ESDES

    Lyon 2002 - 2006 Mater

    Master Degree in International Finance, E.S.D.E.S, Lyon (Conférence Des Grandes Ecoles Member)

  • Institut Catholique De Lyon

    Lyon 2000 - 2005 International Finance

  • ESARC

    Merignac 2000 - 2002 International Trade

Réseau

Annuaire des membres :