Freelancer profile translated to English.

Description

Specializing in the back-office operations for wealth management firms, I support advisors in outsourcing their operations to save time, ensure compliance, and improve data reliability.

I handle all administrative and operational processes: opening and updating client files, KYC checks, document collection, subscription monitoring, trades, and financing.

With 15 years of experience in financial middle office, I bring a rigorous and structured approach to demanding environments, with a particular focus on data quality, regulatory compliance, and process optimization.

I integrate quickly into your organization and adapt to your business tools, whether they are specialized wealth management solutions or more traditional tools like Excel.

🎯 My goal: to allow you to concentrate on your core business, client advisory and business development, by relieving you of a reliable and controlled back-office.

Available for recurring operational support missions, assisting independent firms, or reinforcing existing teams.

Industry field of expertise

Languages

French
Native or bilingual
English
Conversational

Workplace preferences

Remote only

Primarily works remotely

Haskia Office
Founder — Back-Office Consultant for Wealth Management Firms
January 2026 - Today (6 months)
Paris, France
• • Administrative and operational support for wealth management firms.
• • Management and monitoring of client files.
• • Documentary compliance checks (KYC, AML/CFT).
• • Coordination with financial partners and insurance companies.
• • Organization and optimization of administrative processes.
CNP Assurances
Experienced Middle Office Analyst
October 2023 - Today (2 years and 9 months)
92130 Issy-les-Moulineaux, France
• • Administration and validation of financial reference data.
• • Market data control and asset pricing certification.
• • Reconciliation of financial flows with custodians.
• • Production and control of regulatory reporting.
• • Participation in continuous improvement and automation projects.
Scor Investment Partners
Senior Portfolio Controller
January 2020 - October 2023 (3 years and 9 months)
Paris, France
• • Operational support for management teams.
• • Coordination with custodians, valuators, and external service providers.
• • Reconciliation of positions and management of corporate actions.
• • Control and validation of independent valuations.
• • Procedure optimization and participation in cross-functional projects.
• • Backup for the team lead.