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PwC Luxembourg
- Director, Global Fund Distribution - Advisory
Neuilly-sur-Seine
2012 - maintenant
* Leading a large portfolio of clients and the related GFD teams allocated to them;
* Maintaining existing clients / onboarding of new clients / searching for brand new clients;
* Business development;
* Managing budgets;
* Heading the 3W Distribution Watch Platform;
* Heading the GFD Market Intelligence activities;
* Responsible for the Italian and Swiss Markets;
* Responsible of the relationships with PwC International Networ
* In charge of Social Media Strategy for GFD.
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PwC Luxembourg
- Senior Manager, Global Fund Distribution - Advisory
Neuilly-sur-Seine
2007 - 2012
* Heading several teams allocated to different clients (i.e. 1 team for each client, on average 10 clients);
* Regulatory and Compliance services for UCITS funds (Luxembourg and foreign funds);
* Managing budget (including negotiations with clients and PwC Network colleagues),
* Clients invoicing, PwC Network colleagues' invoices, reconciliation investigations;
* Remaining abreast on regulatory changes across the world
* Heading up the Market Intelligence Monitor website and market intelligence related activities
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Nomura Bank
- Assistant Manager
2007 - 2007
* Heading a team of 9 persons;
* In charge of the set-up, restructuring and liquidation of Luxembourg and Cayman funds;
* Company Secretary for some Luxembourg funds and Luxembourg Companies (AGM, AGE, Board Meetings, preparation of Board Packs, Minutes, etc.);
* Investigations KYC/AML;
* Preparation KPI and KRI;
* Preparation of charts and statistics concerning the team's activities.
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RBC Dexia
- Legal Engineering and Project Manager
Paris
2001 - 2007
* In charge of the set-up, restructuring and liquidation of Luxembourg funds;
* Company Secretary for several Luxembourg funds (AGM, AGE ;
* Board Meetings, preparation of Board Packs, Minutes, etc.);
* Daily relationships with lawyers, Regulators (CSSF, CBFA, CONSOB, etc.), promoters, notaries;
* Project management (4 years of experience within the Custody Support - Manager Department).
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Schroders Inv. Management
- Head of Payments
1999 - 2001
* Heading a team of 5 persons;
* In charge of the payments processing (check, authorisation and release);
* Follow-up of clients' queries and problem solving;
* In charge of the relationships with clients, Custodian Bank and sub Custodians network;
* Preparation KPI and Statistics;
* Negotiation of the currency exposure with Bank of America after the day, etc.
* Drafting of internal procedures and training of new staff.
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Franklin Templeton
- Head of Project
1998 - 1999
* In charge of a major project (1,000 dealers)
