Freelancer profile translated to English.

Description

Investment Director, I assist companies in launching new funds, structuring processes, and transforming their organization.

Experience: strategic steering within an asset management company of over €800M AUM, team management, launch of an innovative fund (€50M AUM), product range redesign, and improvement of management tools.

My approach combines financial rigor, ESG expertise, and operational execution capability.

Types of assignments:

Structuring investment processes
Redesign of the product range
Operational execution of product strategy
Improvement of management tools
Promotion of the company's strategic positioning
Development of proprietary ESG methodologies
Shareholder engagement assignments
Application of regulations and labels: ISR label, SFDR
Establishment of strategic partnerships (data providers, financial center working groups...)

Industry field of expertise

Languages

English
Native or bilingual

Workplace preferences

Can work on-site

Paris (up to 50km)

Trusteam Finance
INVESTMENT DIRECTOR
January 2022 - January 2025 (3 years)
Paris, France
▪ Member of the executive committee - contribution to the company's growth and transformation strategy
▪ Management of cross-functional strategic projects: launch of new products, commercialization, improvement of management/middle office tools
▪ Team management: 7 employees – objectives, performance monitoring
▪ Organizational change management and transformation projects: product range redesign, redesign of investment processes, merger of research and management teams
▪ Launch of an innovative investment product based on customer satisfaction: creation of the management process, steering (€50 million in assets under management, 2024 performance +10.31%)
▪ Co-construction and promotion of the company's strategic positioning with ecosystem players: data providers, media, clients, market authorities
▪ Facilitation of working groups on sustainable finance topics: French Asset Management Association, Climate Action 100+, Sustainable Finance Institute, PRI
Team Management Change and Transformation Management Sustainable Finance Project Management Shareholder Engagement
Trusteam Finance
DIRECTOR OF EXTRA-FINANCIAL RESEARCH
January 2020 - January 2022 (2 years)
Paris, France
▪ Team management: 3 analysts – training, objectives, performance monitoring
▪ Development of ESG valuation methodologies and integration into investment decisions, establishment of strategic partnerships
▪ Contribution to the strategic positioning on impact investing
▪ Coordination of ISR labeling for funds – 98% of assets under management
ISR Team Management Project Management Shareholder Engagement
Trusteam Finance
EXTRA-FINANCIAL ANALYST
January 2017 - January 2020 (3 years)
Paris, France
▪ Customer satisfaction research: conducting customer satisfaction analyses and monitoring performance indicators
▪ Production of analytical reports and strategic presentations for the investment committee
ISR Labeling extra-financial analysis database management