Luxinnovation
- Startup support & National funding services - Project Officer at Luxinnovation
2013 - maintenant
Ernst & Young
- Private Equity Senior Financial Auditor
Courbevoie2012 - 2013# Supervision and execution of audit (Private Equity clients, LuxGAAP / IFRS).
# Management of 2 to 6 juniors.
# Coordination between audit team and managers.
# Development of audit approach.
# Review of audit documentation.
# Management of resources (budget / planning).
# Development of strong client relationships.
# Identification and development of recommendations to clients (process / financial statements presentation).
# Identification of client opportunities (including cross selling with other service lines).
# Participation to internal projects (recruiting / training)
Ernst & Young
- Experimented Junior Financial Auditor
Courbevoie2010 - 2012# Portfolio of a dozen Private Equity & Real Estate Funds, including 2 key IFRS clients.
# Execution of audit tests and controls (including complex dividends waterfalls).
# Review and summary of legal documentation (minutes, contracts, correspondence with the regulator).
# Preparation, financial analysis, control and validation of financial statements in local GAAP and IFRS.
# Management of 1 to 3 trainees and juniors teams.
EDF Investissements Groupe
- Internship - Treasurer
2010 - 2010# Management of a 400 million Euro liquidity portfolio
- Investments in monetary mutual funds.
- Selection process:
o Funds due diligence.
o Performance/volatility assessment (built Bloomberg/Excel based monitoring tools).
o Complete funds’ portfolio check-ups (type of assets, credit risk, interest rate risk, maturity, sectorial and geographical allocations).
o Negotiations with asset managers in order to match my needs with their funds.
- Dynamic allocation:
o Daily portfolio coverage (contrary to the usual monthly-review of monetary markets), strong relationships with fund managers.
o Daily equity and credit (primary and secondary) markets follow-up, regular meetings with economists in a context of sovereign debt crisis.
- Portfolio over performing the EONIA each month, despite the Euro zone turmoil.
# Supporting the Transfer Pricing policy
- Implementation of a new credit scoring software able to rate any EDF subsidiary worldwide.
- Use of utilities companies’ credit information (yield curves, mapping cash).
# Dynamic follow-up of bonds & loans portfolio call options
- Anticipation of the counterparts’ call options’ early exercises based on markets conditions, in order to correctly valuate the bonds & loans portfolio.
- Ability to use bonds and loans contracts.
# Building the previous investments database
- Gathering information on investments from the past two years (monthly reports, performances, credit counterparts, type of assets, interest rate type).
- Excel and folder based.
- User friendly, easy to find any required data, easy to implement future investments information.
# Financial training of a new employee
- Training on Bloomberg/Excel based tools I made.
- Credit markets’ knowledge.
- Asset allocation process.
Investir
- Internship - Financial Journalist
2008 - 2008# Financial and strategic analysis of listed companies
- Mainly French and American mid & big caps
- Published in a leading weekly financial newspaper in Paris
- Example of one of my published full page study: http://bit.ly/investir
# Valuation methods applied (DCF, PE ratio, multipliers)
- Constant corporate/financial/economic/global news follow-up
- Weekly connections with executives from companies I wrote about
- Use of Bloomberg
- General shareholders' meetings live reports
Datacard
- Internship - Sales Representativeµ
2007 - 2007Created a potential customers database from crash and sold credit-card printers.
DPSA
- Internship - Security Guard
Paris2006 - 2006Belonged to a 15 guards team responsible of a 40 floors building security.
Vanny Fruits
- Internship - Markets Seller
2004 - 2004Sold fruits and vegetables among a five persons team and provided daily reported performances.
