Freelancer profile translated to English.

Description

I support you in your sustainable finance, regulatory compliance, and extra-financial analysis projects.

As a member of the AFNOR commission on the standardization of ESG ratings, I designed an independent extra-financial rating tool and a compliance monitoring system aligned with current regulatory requirements.

My added value: transforming complex obligations (ESG, SFDR, DDA, MIFID, transparency, compliance) into operational methods, clear tools, and automated processes.

I intervene in particular on:

the creation or improvement of ESG methodologies,
regulatory compliance for distributors and management companies,
automation and data structuring,
the production of operational deliverables (grids, reports, maps, processes, digital tools).

My goal: to offer you concrete, reliable, and immediately usable solutions to secure your activities and strengthen your ESG strategy.

Languages

French
Native or bilingual
English
Conversational

Workplace preferences

Can work on-site

Bordeaux (up to 50km)

MAJORS Courtage
President
BANKING AND INSURANCE
March 2024 - Today (2 years and 3 months)
Specialization in extra-financial analysis, implementation of a service for analyzing and comparing the sustainability (ESG) of financial products.
Blue Colibri AM
President
BANKING AND INSURANCE
October 2019 - January 2024 (4 years and 3 months)
Asset management company approved by the Financial Markets Authority specializing in the sale of sustainable mutual funds (Article 8).
Regulatory Compliance Regulatory Compliance Implementation
Colibri AM
President and Chief Compliance Officer of the company
October 2019 - January 2024 (4 years and 3 months)
AMF approval for asset management company for sustainable financial activity. Launch of an ESG fund Article 8 (Global) and a short-term bond fund (Article 6). Creation of "big data" ESG analysis tools, ESG sensitivity questionnaire.
Financial Management