Geoffrey Ménard

Leading multi-assets clients onboarding from data integration to tailor-made dashboards & reports implementation Managing internal & clients projects from the requirements to the delivery Supporting sales department from the pre-sale phase to the POC Shaping and enhancing one of the first AI tool embedded in a dashboard and reporting solution Analyzing, integrating and reconciliating financial data while ensuring consistancy with GIPS principles

Cash, holdings and accountant reconciliation Control and production of financial reports Treasury management using a wide range of financial instruments (mutual funds, forex, repos, treasury bills) Management of various events related to the life of the funds/mandates (creation, dissolution, closing...) Management of a large-scale project : integration and monitoring of Lyxor funds in Amundi's IT system Alto Leading a four people task-force in charge of the automation of excel reports

Analysis and regularization of cash pending (equity and fixed income products, subscriptions/redemptions, corporate actions, etc.), with a focus on collateral issues Improvement of cash flow processes with the project owners Participation in the migration project of the management activity on a new software package Analysis, treatment and prevention of overdrafts on the accounts of the group's Italian mandates