Jad Razouki

• ● Optimization of daily fund reporting and automation of data loading into SQL databases, improving data integrity and accessibility for €8 billion in assets under management.

• ● Preparation of monthly performance and risk reports, with in-depth analyses for the Risk Committee and fund managers.

• ● Conducted customized risk and performance analyses for client presentations, contributing to nearly €100 million in fundraising.

• ● Monitoring and maintenance of databases (bonds, stocks, derivatives, ESG ratings), including calculation of key indicators (exposures, Greeks, duration, and other sensitivities).

• ● Improvement of VBA macros for reporting and automation of data flows using VBA and Python, optimizing workflows on SQL databases. Design of a centralized Python tool for performance and risk analysis, currently used on over 180 funds.

• ● Support to the Compliance team by providing key ratios and identifying breaches of institutional constraints.

• ● Analysis and valuation of bond and structured products.

• ● Preparation of periodic reports on the performance of bond portfolios and spread evolution.

• ● Contribution to the management of the company's investment portfolio, respecting the regulatory constraints of the insurance sector, while optimizing performance.

• ● Improvement of portfolio analysis and reporting through process automation with VBA.

• ● Monitoring of decisions by the ECB, the Fed, and Bank Al-Maghrib, analyzing their impact on the bond market and national reserves.

• ● Preparation of market notes on the foreign exchange market (Forex), particularly on the evolution of the EUR and USD and their impact on the Moroccan dirham (MAD).

• ● Conducted an econometric study on the interaction between monetary and fiscal policy in Morocco and their impact on macroeconomic stability and growth.