About Manon
French
Native or bilingual
English
Native or bilingual
Spanish
Fluent
Experience
- CaceisProject managerBANKING AND INSURANCEJune 2022 - October 2024 (2 years and 4 months)Paris, France- Project management (creation of investment funds, mergers, incoming fund migration) for a client portfolio (institutional and private).- Management of new client onboarding projects: needs assessment, client support with internal business teams, organization of workshops and recurring meetings.- Management of structuring projects such as post-migration of new clients following the acquisition of a competitor by our company.- IT project management, such as the creation of an online interface allowing clients to create their funds autonomously.
- CaceisCorporate action officerBANKING AND INSURANCEAugust 2020 - June 2022 (1 year and 11 months)Paris, FranceResponsible for various corporate actions (analysis, processing, payment), liaising with market participants (custodians, agents, investment funds, management companies, institutional investors, etc.), automation project management, training new joiners.
- Crédit agricoleWealth managerBANKING AND INSURANCEApril 2018 - August 2018 (4 months)Rennes, France- Client relationship management.- Assisting private and professional advisors.- Assisting the wealth manager and private banker during client meetings.- Performing operations for clients.- Marketing banking products and services.
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