Mathys Declercq

Quantitative and qualitative analysis of investment funds. Monitoring of funds with updates to our in-house fund analysis tool and selected fund shortlists. Monitoring and analysis of management mandates in conjunction with portfolio managers. Meetings with management companies. Creation of a due diligence management tool (Universal DDQ) in Excel/VBA — standardization of the listed asset universe analysis process.

Participation in the management and monitoring of the agency's client portfolios Wealth (> €30 million in investments). Analysis of clients' financial, asset, and tax situations. Support in proposing investment solutions tailored to client objectives and available products (life insurance, securities accounts, etc.). Analysis of all investment offers and solutions: Euro funds, stocks, bonds, ETFs, paper real estate, structured products, private equity, private debt, and alternative investments. Close collaboration with the CIC Crédit Mutuel Gestion department for investment monitoring, performance analysis, and discovery of new offerings, particularly within the framework of discretionary management contracts and dedicated funds. Preparation of strategic presentations for client meetings: asset summary, investment proposals, and fee audits. Design of reporting sheets to assist private bankers in qualifying prospects and onboarding new clients.

Supervision of transfers between banks and operational departments using Sicorax software. Regular financial and operational audits, identifying and correcting discrepancies to improve processes and ensure compliance with international accounting standards. Preparation and presentation of detailed financial reports to management, including strategic recommendations based on data analysis.