Freelancer profile translated to English.

Description

Hello and welcome to my profile,

I specialize in the management of corporate actions (CA), with over 9 years of proven experience in a banking and financial environment.

Key experiences:

Supervision and processing of CA (dividends, takeovers, mergers, splits, general meetings....) on all types of products.

Coordination of operational teams and management of cross-functional projects (KPI, process improvement, AI integration)

Mastery of the entire operational cycle: collection, processing, validation, Payment, reconciliation

Regular communication with custodians, local agents, and portfolio managers in French and English

Tools mastered:

Bloomberg, SWIFT Message, ALTO, OLIS, 4sight

What I offer:

Occasional support or long-term assignment in middle office

Partial or full remote work according to your needs (10 to 15 hours per week)

Flexibility on working hours (part-time adapted to your activity peaks)

My commitment:

Reliability, rigor, customer service orientation, and strict adherence to regulatory deadlines.

Availability: immediate for freelance or part-time remote assignments.

Languages: French (native), English (professional)

Do not hesitate to contact me for any mission or occasional need!

Languages

French
Native or bilingual
English
Fluent

Workplace preferences

Remote only

Primarily works remotely

AMUNDI ASSET MANAGEMENT
TEAM LEADER MIDDLE OFFICE - CORPORATE ACTIONS
June 2019 - Today (7 years)
Paris, France
• Responsible for the in-depth analysis of all corporate actions, ensuring they are executed correctly.
• Ensure smooth and efficient communication with custodians and managers, responding to their requests and resolving any issues.
• Perform a thorough analysis of position discrepancies and documentation, identifying causes and proposing solutions to resolve them.
• Work closely with the Business Analysis (BA) team to contribute to the development and growth of the business, proposing improvements and innovative solutions.
• Responsible for the management of cross-functional projects, such as presenting our procedures for onboarding, revising internal procedures, and integrating AI into our business. Ensure team coordination and deadline adherence.
• Responsible for task distribution and organization, ensuring each team member has clear responsibilities and deadlines are met.
CACEIS BANK
ANALYST CLIENT RELATIONSHIP MANAGER CA
January 2015 - May 2019 (4 years and 4 months)
Issy-les-Moulineaux, France
• Ensure smooth and efficient communication between clients, Back Office, and Middle Office, ensuring that CA (Corporate Actions) information is correctly analyzed and processed.
• Responsible for managing international client portfolios, processing their requests and organizing conference calls to discuss their financial needs and objectives.
• Perform in-depth analysis of client positions, identifying discrepancies and processing instructions to ensure accurate execution of operations.
• Present processes and key performance indicators (KPIs) to various clients. Also evaluate the service and respond to evolving needs during presentations and client visits in English and French.
• Actively participate in the requirements gathering process and the testing phase of CRM Dynamics to improve internal software and optimize workflows.
• Train and support interns and temporary staff, imparting the necessary knowledge and skills for them to succeed in their assignments.
• Responsible for implementing a processing system for UCITS (Undertakings for Collective Investment in Transferable Securities) in accordance with MiFID2 regulations.
SOCIETE GENERALE SECURITIES SERVICES
BACK-OFFICE OPERATIONS MANAGER SECURITIES
January 2014 - December 2014 (11 months)
• Responsible for processing client instructions, using various communication channels such as SWIFT, Glass, Mail, or fax.
• Ensure regular and fluid communication with custodians and local agents, ensuring that operations are executed correctly and resolving any issues.
• Identify and reconcile securities and/or cash suspense items, ensuring that discrepancies are resolved quickly and accurately.