Freelancer profile translated to English.

Description

Are you looking for an expert who understands both your regulatory constraints and your information systems? This is precisely the rare profile that I bring you.

After 30 years in regulated finance, including 18 years at the head of an AMF-approved management company, I intervene on a mission basis for your financial compliance and custom business tool development issues.

What I do concretely for you:

→ Compliance with SFDR (Art. 6/8/9), MiFID II, PRIIPS, DDA, AML/CFT: procedures, regulatory documentation, AMF reporting, PAI indicators

→ Setup or revision of AMF approval dossiers (management company), I have set up two from scratch

→ Design of ESG rating tools, extra-financial scoring, and portfolio monitoring adapted to your internal processes

→ Support on extra-financial data governance (GDPR, third-party feeds, processing registers)

→ Standardization: I am currently leading a CEN/AFNOR working group on ESG rating (3–5 countries)

What sets me apart:

I am one of the few profiles to master both sides of the same problem: financial regulation in its operational depth, and information systems engineering to translate it into functional tools. No black box, no subcontracting: I produce, I code, I document.

My usual deliverables: internal procedures, compliance policies, regulatory calculation tools, ESG ratings, AMF reports, team training materials.

Available immediately. Based in Bordeaux, interventions throughout France and Europe.

Languages

French
Native or bilingual
English
Fluent

Workplace preferences

Can work on-site

Bordeaux (up to 50km)

CEN TC 475 / AFNOR
Team Leader
BANKING AND INSURANCE
February 2024 - Today (2 years and 4 months)
France
• • Leading an international working group (3–5 countries) for the development of European extra-financial rating standards within the framework of the EU Taxonomy and SFDR. Coordination of multinational stakeholders: regulators, management companies, ESG data providers.
Extra-Financial Standardization ERP Integration with External Systems Due Diligence
OPALHE
Founder and CEO
SOFTWARE PUBLISHING
March 2024 - Today (2 years and 3 months)
Development of SaaS tools for monitoring financial compliance (PRIIPS, MIFID, MIF, DDA2, SFDR)
Development of a regulatory monitoring platform for insurance captives (Solvency 2, Basel, ...)
Development of a standardized rating calculation platform for all financial assets (stocks, bonds, mutual funds, mandates, FID, FIC, own assets or assets held for third parties, ...) with a methodology currently undergoing certification by AFNOR.
Colibri AM
ESG Advisor
January 2020 - January 2025 (5 years)
New Aquitaine, France
• • Management of Colibri AM, an AMF-approved management company (assets under management ~€10–50 million) - 2 Article 8 equity mutual funds and 1 money market fund, strict anti-greenwashing policy.
• • Personal and complete setup of the AMF approval dossier for Colibri AM: drafting internal procedures, staff ethics framework, MiFID II compliance program, client protection documentation, and financial instrument classification.
• • Full SFDR compliance (Articles 6, 8, 9), production of AMF regulatory reports, documentation and calculation of PAI indicators.
• • Design and deployment of a universal ESG rating tool covering funds, multi-support contracts, and securities portfolios - including governance of sensitive extra-financial data (processing registers, third-party data feeds).
• • Support for 1 to 5 management companies in ESG qualification, AMF compliance, and regulatory data governance.
• • Management of a team of up to 5–8 employees across all structures.